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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
TSWM
251
Tyler-Stone Wealth Management
Ohio
$1K
GBT
252
Grove Bank & Trust
Florida
$1K +$637 +100 New
LSA
253
Lansing Street Advisors
Pennsylvania
$994 +$790 +124 New
HS
254
Horan Securities
United States
$513 +$408 +64 New
FGAM
255
Financial Gravity Asset Management
Texas
$81 +$51 +8 New
JWM
256
Janiczek Wealth Management
Colorado
$43 -$1.15K -180 -97%
TWC
257
TD Waterhouse Canada
Ontario, Canada
$8 +$6 +1 New
CFM
258
Capricorn Fund Managers
United Kingdom
-$4.79M -870,220 Closed
Qube Research & Technologies (QRT)
259
Qube Research & Technologies (QRT)
United Kingdom
-$2.17M -393,954 Closed
CSS
260
Cubist Systematic Strategies
Connecticut
-$850K -154,469 Closed
Nomura Holdings
261
Nomura Holdings
Japan
-$275K -50,000 Closed
Squarepoint
262
Squarepoint
New York
-$240K -43,641 Closed
XT
263
XTX Topco
Cayman Islands
-$210K -38,192 Closed
BSW
264
Buckingham Strategic Wealth
Missouri
-$107K -19,424 Closed
KLC
265
Knowledge Leaders Capital
Colorado
-$97K -17,668 Closed
JF
266
Jump Financial
Illinois
-$91K -16,540 Closed
CAM
267
Cresset Asset Management
Illinois
-$74K -13,480 Closed
P
268
Pitcairn
Pennsylvania
-$70K -12,671 Closed
OL
269
Optas LLC
Texas
-$68K -12,395 Closed
BRWA
270
B. Riley Wealth Advisors
Florida
-$66K -11,890 Closed
EVM
271
Evelyn V. Moreno
-$64K -11,577 Closed
TSS
272
Two Sigma Securities
New York
-$60K -10,951 Closed
AIA
273
Alera Investment Advisors
Illinois
-$59K -10,717 Closed
BPA
274
Beacon Pointe Advisors
California
-$57K -10,178 Closed
Neuberger Berman Group
275
Neuberger Berman Group
New York
-$55K -10,002 Closed

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.