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Sumitomo Mitsui Financial
SMFG

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: 1 → 3 (+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: 243 → 259 (+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

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$11.7M
2
Jane Street
Jane Street
New York
+$8.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$7.93M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$7.89M
5
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
+$4.61M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$14.6M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$9.48M
3
BlackRock
BlackRock
New York
-$7.71M
4
CFM
Capricorn Fund Managers
United Kingdom
-$4.79M
5
Goldman Sachs
Goldman Sachs
New York
-$4.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
276
Aquatic Capital Management
Illinois
– -$47K -8,500 Closed
Bessemer Group
277
Bessemer Group
New Jersey
– -$21K -3,884 Closed
BBHC
278
Brown Brothers Harriman & Co
New York
– -$15K -2,666 Closed
CFB
279
Cullen/Frost Bankers
Texas
– -$6K -1,123 Closed
WTA
280
Washington Trust Advisors
Massachusetts
– -$6K -1,018 Closed
ST
281
Smithfield Trust
Pennsylvania
– -$4K -761 Closed
CB
282
Community Bank
New York
– -$4K -705 Closed
CWM
283
Castle Wealth Management
Florida
– -$3K -468 Closed
Simplex Trading
284
Simplex Trading
Illinois
– -$2K -391 Closed
AIM
285
Axiom Investment Management
New York
– -$2K -335 Closed
MAM
286
Meeder Asset Management
Ohio
– -$1K -271 Closed
SCA
287
Stonebridge Capital Advisors
Minnesota
– -$1K -179 Closed
EI
288
Ellevest Inc
New York
– -$1K -162 Closed
CTC
289
Central Trust Company
Missouri
– -$1K -155 Closed
EW
290
Evoke Wealth
California
– -$1K -133 Closed
SFG
291
Steward Financial Group
Texas
– +$548 +86 New
8 9 10 11
12

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.