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Sumitomo Mitsui Financial

259 hedge funds and large institutions have $890M invested in Sumitomo Mitsui Financial in 2022 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 67 increasing their positions, 114 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

67% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 33

43% more capital invested

Capital invested by funds: $621M → $890M (+$269M)

7% more funds holding

Funds holding: 243259 (+16)

0% less ownership

Funds ownership: 8.25%8.24% (-0%)

41% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 114

Holders
259
Holders Change
+16
Holders Change %
+6.58%
% of All Funds
4.16%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
55
Increased
67
Reduced
114
Closed
33
Calls
$218K
Puts
Net Calls
+$218K
Net Calls Change
+$216K
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
226
Global Retirement Partners
California
$8.85K +$1.41K +221 +25%
Toronto Dominion Bank
227
Toronto Dominion Bank
Ontario, Canada
$8K +$6.37K +1,000 New
WTC
228
WhitTier Trust Company
Nevada
$7.9K +$6.27K +985 New
WT
229
Washington Trust
Rhode Island
$7.02K -$427 -67 -7%
AF
230
Allworth Financial
California
$6.01K -$3.69K -580 -44%
UB
231
UMB Bank
Missouri
$6K -$30.3K -4,756 -87%
FCA
232
FinTrust Capital Advisors
South Carolina
$5.93K
KFP
233
KB Financial Partners
New Jersey
$5K
TAIM
234
TD Ameritrade Investment Management
Nebraska
$4K -$3.1K -486 -51%
FCG
235
Financial Connections Group
California
$4K +$83 +13 +2%
SC
236
Schubert & Co
Texas
$3.51K -$2.52K -396 -47%
CA
237
CoreCap Advisors
Michigan
$3.45K +$2.74K +430 New
HI
238
Harbour Investments
Wisconsin
$3.15K
ASN
239
Advisory Services Network
Georgia
$3.07K +$2.44K +383 New
MCC
240
Money Concepts Capital
Florida
$3.02K +$2.4K +377 New
CFGS
241
Concourse Financial Group Securities
Alabama
$2.66K -$185 -29 -8%
BIA
242
Bell Investment Advisors
California
$2.37K +$401 +63 +27%
CWC
243
Carolinas Wealth Consulting
North Carolina
$2.26K +$1.8K +282 New
SWM
244
Spire Wealth Management
Virginia
$2K
ST
245
Sageworth Trust
Pennsylvania
$2K +$1.48K +232 New
FFA
246
Farther Finance Advisors
California
$1.84K +$1.47K +230 New
CWP
247
Concord Wealth Partners
Virginia
$1.65K +$1.31K +206 New
M
248
MOTCO
Texas
$1.63K
FSWA
249
Financial Synergies Wealth Advisors
Texas
$1.47K +$1.17K +183 New
Northwestern Mutual Wealth Management
250
Northwestern Mutual Wealth Management
Wisconsin
$1.02K +$809 +127 New

SMFG Hedge Fund Activity: Q4 2022 in Review

259 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q4 2022, worth a combined $890M — up 43% from $621M a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new SMFG positions and 33 closed out — a net gain of 22 holders — while 67 added to existing stakes and 114 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $11.7M. The largest seller was Morgan Stanley, cutting an estimated $14.6M.

  • 259 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q4 2022, up from 243 in Q3 2022.
  • Funds reported $890M of Sumitomo Mitsui Financial stock for Q4 2022, up 43% quarter-over-quarter.
  • 55 funds opened new Sumitomo Mitsui Financial positions in Q4 2022 and 33 closed out, a net change of +22 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q4 2022 was Citadel Advisors, an estimated $11.7M added.
  • The largest Sumitomo Mitsui Financial seller in Q4 2022 was Morgan Stanley, an estimated $14.6M sold.

Based on aggregated 13F filings for Q4 2022.