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Sumitomo Mitsui Financial

243 hedge funds and large institutions have $705M invested in Sumitomo Mitsui Financial in 2022 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 74 increasing their positions, 103 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more call options, than puts

Call options by funds: $396K | Put options by funds: $119K

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.15% less ownership

Funds ownership: 8.88%8.73% (-0.15%)

8% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 37

2% less funds holding

Funds holding: 248243 (-5)

8% less capital invested

Capital invested by funds: $768M → $705M (-$63M)

28% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 103

Holders
243
Holders Change
-5
Holders Change %
-2.02%
% of All Funds
4.09%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
74
Reduced
103
Closed
37
Calls
$396K
Puts
$119K
Net Calls
+$277K
Net Calls Change
+$657K
Name Holding Trade Value Shares
Change
Change in
Stake
Natixis Advisors
26
Natixis Advisors
Massachusetts
$3.43M -$160K -26,557 -4%
State Street
27
State Street
Massachusetts
$3.14M +$3.05M +504,646 +1,798%
American Century Companies
28
American Century Companies
Missouri
$2.85M +$561K +92,831 +24%
Truist Financial
29
Truist Financial
North Carolina
$2.83M +$145K +23,971 +5%
CGH
30
Crossmark Global Holdings
Texas
$2.75M +$25.2K +4,168 +0.9%
AHC
31
Anderson Hoagland & Co
Missouri
$2.58M
US Bancorp
32
US Bancorp
Minnesota
$2.53M +$73.2K +12,109 +3%
GHAM
33
Gilman Hill Asset Management
Connecticut
$2.4M +$124K +20,577 +5%
USCWA
34
U.S. Capital Wealth Advisors
Texas
$2.31M
OSAM
35
O'Shaughnessy Asset Management
Connecticut
$2.2M -$2.38M -393,929 -51%
BCI
36
Brinker Capital Investments
Pennsylvania
$2.17M -$79K -13,075 -3%
TAIM
37
Te Ahumairangi Investment Management
New Zealand
$2.14M
SEI Investments
38
SEI Investments
Pennsylvania
$2.05M -$41.8K -6,925 -2%
RJA
39
Raymond James & Associates
Florida
$2.01M +$21.8K +3,616 +1%
Stifel Financial
40
Stifel Financial
Missouri
$1.99M +$209K +34,593 +11%
Millennium Management
41
Millennium Management
New York
$1.84M -$1.38M -228,885 -42%
GT
42
Greenleaf Trust
Michigan
$1.78M +$6.83K +1,130 +0.4%
RFC
43
Regions Financial Corp
Alabama
$1.7M -$498K -82,430 -22%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$1.5M -$133K -21,984 -8%
Citadel Advisors
45
Citadel Advisors
Florida
$1.47M -$5.57M -922,411 -79%
Ameriprise
46
Ameriprise
Minnesota
$1.42M -$908K -150,255 -39%
TWI
47
Thomas White International
Illinois
$1.41M +$288K +47,702 +25%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$1.41M -$135K -22,297 -9%
BCM
49
BTC Capital Management
Iowa
$1.22M -$1.33M -220,507 -52%
FTDI
50
First Trust Direct Indexing
Massachusetts
$1.17M +$431K +71,395 +56%

SMFG Hedge Fund Activity: Q2 2022 in Review

243 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q2 2022, worth a combined $705M — down 8.2% from $768M a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of SMFG and 34 opened new positions — a net loss of 3 holders — while 103 trimmed existing stakes and 74 added.

The largest buyer was Morgan Stanley, adding an estimated $37.6M. The largest seller was D.E. Shaw & Co, cutting an estimated $9.2M.

  • 243 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q2 2022, down from 248 in Q1 2022.
  • Funds reported $705M of Sumitomo Mitsui Financial stock for Q2 2022, down 8.2% quarter-over-quarter.
  • 34 funds opened new Sumitomo Mitsui Financial positions in Q2 2022 and 37 closed out, a net change of -3 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q2 2022 was Morgan Stanley, an estimated $37.6M added.
  • The largest Sumitomo Mitsui Financial seller in Q2 2022 was D.E. Shaw & Co, an estimated $9.2M sold.

Based on aggregated 13F filings for Q2 2022.