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Sumitomo Mitsui Financial

248 hedge funds and large institutions have $768M invested in Sumitomo Mitsui Financial in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 97 increasing their positions, 85 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 18

14% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 85

3% more funds holding

Funds holding: 241248 (+7)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.03% less ownership

Funds ownership: 8.9%8.88% (-0.03%)

8% less capital invested

Capital invested by funds: $831M → $768M (-$62.9M)

93% less call options, than puts

Call options by funds: $28K | Put options by funds: $408K

Holders
248
Holders Change
+7
Holders Change %
+2.9%
% of All Funds
3.91%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
29
Increased
97
Reduced
85
Closed
18
Calls
$28K
Puts
$408K
Net Calls
-$380K
Net Calls Change
+$22K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
51
Bank of New York Mellon
New York
$1.63M +$103K +14,437 +6%
GC
52
Guggenheim Capital
Illinois
$1.44M -$77.3K -10,851 -4%
Osaic Holdings
53
Osaic Holdings
Arizona
$1.39M +$104K +14,646 +10%
AP
54
Advisor Partners
California
$1.25M -$19.8K -2,785 -1%
S
55
SignatureFD
Georgia
$1.24M +$58.2K +8,174 +4%
TWI
56
Thomas White International
Illinois
$1.2M +$1.37M +191,923 New
AWM
57
Altium Wealth Management
New York
$1.09M +$11.1K +1,554 +0.9%
LNWWM
58
Laird Norton Wetherby Wealth Management
California
$1.08M +$96.1K +13,484 +9%
LPL Financial
59
LPL Financial
California
$1.06M +$412K +57,834 +52%
OAM
60
Oppenheimer Asset Management
New York
$1.06M -$138K -19,379 -10%
Mercer Global Advisors
61
Mercer Global Advisors
Colorado
$1.05M +$150K +21,086 +14%
AI
62
Atria Investments
North Carolina
$1.04M -$53.3K -7,476 -4%
FFM
63
Forum Financial Management
Illinois
$1M
Marshall Wace
64
Marshall Wace
United Kingdom
$1M +$1.14M +159,775 New
M&T Bank
65
M&T Bank
New York
$988K +$271K +38,025 +32%
CS
66
Credit Suisse
Switzerland
$971K +$432K +60,638 +64%
ERSOT
67
Employees Retirement System of Texas
Texas
$964K +$1.1M +153,748 New
AAM
68
Advisors Asset Management
Colorado
$937K +$327K +45,908 +44%
Sanders Capital
69
Sanders Capital
Florida
$915K +$4.99K +700 +0.5%
Allspring Global Investments
70
Allspring Global Investments
North Carolina
$905K
RWM
71
Ritholtz Wealth Management
New York
$901K -$133K -18,635 -11%
QI
72
Qtron Investments
Massachusetts
$830K
FTDI
73
First Trust Direct Indexing
Massachusetts
$796K +$412K +57,801 +84%
Schroder Investment Management Group
74
Schroder Investment Management Group
United Kingdom
$791K +$899K +126,223 New
WFI
75
West Family Investments
California
$759K +$3.63K +510 +0.4%

SMFG Hedge Fund Activity: Q1 2022 in Review

248 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q1 2022, worth a combined $768M — down 7.6% from $831M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new SMFG positions and 18 closed out — a net gain of 11 holders — while 97 added to existing stakes and 85 trimmed.

The largest buyer was Invesco, adding an estimated $28.9M. The largest seller was Westwood Holdings Group, cutting an estimated $17.5M.

  • 248 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q1 2022, up from 241 in Q4 2021.
  • Funds reported $768M of Sumitomo Mitsui Financial stock for Q1 2022, down 7.6% quarter-over-quarter.
  • 29 funds opened new Sumitomo Mitsui Financial positions in Q1 2022 and 18 closed out, a net change of +11 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q1 2022 was Invesco, an estimated $28.9M added.
  • The largest Sumitomo Mitsui Financial seller in Q1 2022 was Westwood Holdings Group, an estimated $17.5M sold.

Based on aggregated 13F filings for Q1 2022.