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Sumitomo Mitsui Financial
SMFG

243 hedge funds and large institutions have $621M invested in Sumitomo Mitsui Financial in 2022 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 105 increasing their positions, 72 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 72

23% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 26

0% more funds holding

Funds holding: 243 → 243 (0)

0.48% less ownership

Funds ownership: 8.73% → 8.25% (-0.48%)

12% less capital invested

Capital invested by funds: $705M → $621M (-$84.2M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
243
Holders Change
–
Holders Change %
0%
% of All Funds
4.19%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
32
Increased
105
Reduced
72
Closed
26
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
-$275K

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$12.7M
2
Marshall Wace
Marshall Wace
United Kingdom
+$10.2M
3
Morgan Stanley
Morgan Stanley
New York
+$8.55M
4
Goldman Sachs
Goldman Sachs
New York
+$6.74M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.91M

Top Sellers

Rank Fund Capital Flow
1
CIM
Cowen Investment Management
New York
-$16.4M
2
Jane Street
Jane Street
New York
-$16.2M
3
LP
LMR Partners
United Kingdom
-$14.8M
4
CAC
Cowen and Company
New York
-$12.1M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$7.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$2.77M +$141K +23,405 +5%
CGH
27
Crossmark Global Holdings
Texas
$2.58M +$15.4K +2,554 +0.5%
US Bancorp
28
US Bancorp
Minnesota
$2.45M +$98.3K +16,304 +4%
AHC
29
Anderson Hoagland & Co
Missouri
$2.4M +$6.33K +1,050 +0.2%
GHAM
30
Gilman Hill Asset Management
Connecticut
$2.31M +$77.3K +12,825 +3%
OSAM
31
O'Shaughnessy Asset Management
Connecticut
$2.26M +$229K +38,050 +10%
Qube Research & Technologies (QRT)
32
Qube Research & Technologies (QRT)
United Kingdom
$2.17M +$2.38M +393,954 New
USCWA
33
U.S. Capital Wealth Advisors
Texas
$2.16M – – –
BCI
34
Brinker Capital Investments
Pennsylvania
$2.14M +$126K +20,950 +6%
Stifel Financial
35
Stifel Financial
Missouri
$1.92M +$79.2K +13,137 +4%
SEI Investments
36
SEI Investments
Pennsylvania
$1.89M +$42.9K +7,113 +2%
RJA
37
Raymond James & Associates
Florida
$1.86M -$19.8K -3,283 -1%
Mariner
38
Mariner
Kansas
$1.85M +$1.53M +253,914 +308%
TAIM
39
Te Ahumairangi Investment Management
New Zealand
$1.84M -$167K -27,614 -8%
GT
40
Greenleaf Trust
Michigan
$1.64M -$19.8K -3,285 -1%
FTDI
41
First Trust Direct Indexing
Massachusetts
$1.62M +$579K +96,030 +48%
Voloridge Investment Management
42
Voloridge Investment Management
Florida
$1.57M +$1.65M +274,208 +2,413%
Russell Investments Group
43
Russell Investments Group
United Kingdom
$1.56M -$5.07M -840,613 -75%
RFC
44
Regions Financial Corp
Alabama
$1.54M -$48K -7,957 -3%
Ameriprise
45
Ameriprise
Minnesota
$1.54M +$241K +39,925 +17%
Bank of New York Mellon
46
Bank of New York Mellon
New York
$1.51M +$221K +36,687 +15%
LWAM
47
Legacy Wealth Asset Management
Minnesota
$1.49M +$1.63M +270,484 New
TWI
48
Thomas White International
Illinois
$1.35M +$32.1K +5,327 +2%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$1.32M -$81.7K -13,552 -5%
Cerity Partners
50
Cerity Partners
New York
$1.32M +$540K +89,560 +59%
1
2
3 4 5

SMFG Hedge Fund Activity: Q3 2022 in Review

243 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q3 2022, worth a combined $621M — down 12% from $705M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SMFG positions and 26 closed out — a net gain of 6 holders — while 105 added to existing stakes and 72 trimmed.

The largest buyer was Invesco, adding an estimated $12.7M. The largest seller was Cowen Investment Management, cutting an estimated $16.4M.

  • 243 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $621M of Sumitomo Mitsui Financial stock for Q3 2022, down 12% quarter-over-quarter.
  • 32 funds opened new Sumitomo Mitsui Financial positions in Q3 2022 and 26 closed out, a net change of +6 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q3 2022 was Invesco, an estimated $12.7M added.
  • The largest Sumitomo Mitsui Financial seller in Q3 2022 was Cowen Investment Management, an estimated $16.4M sold.

Based on aggregated 13F filings for Q3 2022.