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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
Natixis Advisors
26
Natixis Advisors
Massachusetts
$5.71M +$628K +98,605 +16%
SC
27
Samlyn Capital
New York
$5.61M +$4.45M +699,029 New
OAG
28
Orbis Allan Gray
Bermuda
$4.42M +$3M +471,618 +593%
AHC
29
Anderson Hoagland & Co
Missouri
$4.31M +$445K +69,815 +16%
JP Morgan Chase
30
JP Morgan Chase
New York
$4.27M +$3.09M +485,333 +1,031%
Truist Financial
31
Truist Financial
North Carolina
$3.99M -$42.4K -6,665 -1%
CGH
32
Crossmark Global Holdings
Texas
$3.54M -$175K -27,520 -6%
GHAM
33
Gilman Hill Asset Management
Connecticut
$3.3M -$53.5K -8,408 -2%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$3.29M -$12.6K -1,979 -0.5%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$3.17M +$768K +120,657 +44%
BCI
36
Brinker Capital Investments
Pennsylvania
$3.11M -$5.91K -928 -0.2%
Stifel Financial
37
Stifel Financial
Missouri
$3.09M +$226K +35,466 +10%
RJA
38
Raymond James & Associates
Florida
$2.74M +$26.9K +4,216 +1%
SEI Investments
39
SEI Investments
Pennsylvania
$2.7M -$40.9K -6,419 -2%
BFG
40
Bleakley Financial Group
New Jersey
$2.56M +$2.04M +319,562 New
TAIM
41
Te Ahumairangi Investment Management
New Zealand
$2.48M -$160K -25,200 -8%
OMC
42
Old Mission Capital
Illinois
$2.38M -$1.83M -287,298 -49%
GT
43
Greenleaf Trust
Michigan
$2.36M -$23.3K -3,655 -1%
Russell Investments Group
44
Russell Investments Group
United Kingdom
$2.27M
US Bancorp
45
US Bancorp
Minnesota
$2.22M -$1.07M -167,805 -38%
LPL Financial
46
LPL Financial
California
$2.2M +$279K +43,764 +19%
FTDI
47
First Trust Direct Indexing
Massachusetts
$2.19M -$139K -21,770 -7%
RFC
48
Regions Financial Corp
Alabama
$2.17M -$59.9K -9,408 -3%
TWI
49
Thomas White International
Illinois
$2.13M +$129K +20,273 +8%
HT
50
HAP Trading
New York
$2.07M +$1.64M +257,651 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.