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Sumitomo Mitsui Financial

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: 243243 (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: 21 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
51
BTC Capital Management
Iowa
$1.31M +$191K +31,721 +15%
LPL Financial
52
LPL Financial
California
$1.26M +$224K +37,150 +19%
S
53
SignatureFD
Georgia
$1.13M +$67.8K +11,240 +6%
LNWWM
54
Laird Norton Wetherby Wealth Management
California
$1.06M +$296K +49,011 +34%
API
55
Advisor Partners II
California
$1.05M +$1.15M +191,261 New
M&T Bank
56
M&T Bank
New York
$1.01M -$36.5K -6,060 -3%
Mercer Global Advisors
57
Mercer Global Advisors
Colorado
$885K -$145K -24,113 -13%
FFM
58
Forum Financial Management
Illinois
$882K
OAM
59
Oppenheimer Asset Management
New York
$879K -$12.8K -2,125 -1%
CSS
60
Cubist Systematic Strategies
Connecticut
$850K +$273K +45,187 +41%
Allspring Global Investments
61
Allspring Global Investments
North Carolina
$799K
Sanders Capital
62
Sanders Capital
Florida
$773K
VPIM
63
Vanguard Personalized Indexing Management
California
$741K +$261K +43,256 +47%
Comerica Bank
64
Comerica Bank
Texas
$706K +$39.5K +6,545 +5%
Creative Planning
65
Creative Planning
Kansas
$684K +$258K +42,815 +52%
Osaic Holdings
66
Osaic Holdings
Arizona
$680K -$102K -16,889 -12%
VCA
67
Verdence Capital Advisors
Maryland
$672K +$20.5K +3,402 +3%
GC
68
Guggenheim Capital
Illinois
$642K -$278K -46,156 -28%
YCM
69
Yousif Capital Management
Michigan
$632K +$55.4K +9,180 +9%
AAM
70
Advisors Asset Management
Colorado
$629K -$51.2K -8,494 -7%
WFI
71
West Family Investments
California
$584K +$337K +55,900 +111%
WHG
72
Westwood Holdings Group
Texas
$524K -$141K -23,452 -20%
SIA
73
Schechter Investment Advisors
Michigan
$506K +$118K +19,496 +27%
JIC
74
Johnson Investment Counsel
Ohio
$501K +$1.19K +198 +0.2%
EI
75
Ethic Inc
New York
$500K +$128K +21,268 +31%

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.