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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
Mariner
51
Mariner
Kansas
$1.8M -$715K -112,203 -33%
CPM
52
Connective Portfolio Management
New York
$1.76M +$1.4M +220,000 New
Cerity Partners
53
Cerity Partners
New York
$1.73M -$157K -24,615 -10%
BCM
54
BTC Capital Management
Iowa
$1.69M -$176K -27,613 -12%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$1.66M -$210K -33,014 -14%
BFM
56
Boothbay Fund Management
New York
$1.62M +$1.29M +202,379 New
API
57
Advisor Partners II
California
$1.62M +$69.2K +10,858 +6%
Ameriprise
58
Ameriprise
Minnesota
$1.58M -$528K -82,876 -30%
USCWA
59
U.S. Capital Wealth Advisors
Texas
$1.57M -$1.25M -196,134 -50%
OSAM
60
O'Shaughnessy Asset Management
Connecticut
$1.55M -$1.39M -218,525 -53%
LWAM
61
Legacy Wealth Asset Management
Minnesota
$1.46M -$564K -88,577 -33%
LNWWM
62
Laird Norton Wetherby Wealth Management
California
$1.35M -$149K -23,385 -12%
M&T Bank
63
M&T Bank
New York
$1.31M -$133K -20,840 -11%
FFM
64
Forum Financial Management
Illinois
$1.31M +$19.2K +3,018 +2%
SSA
65
Schonfeld Strategic Advisors
New York
$1.31M +$1.04M +163,200 New
Mercer Global Advisors
66
Mercer Global Advisors
Colorado
$1.3M +$8.42K +1,322 +0.8%
EI
67
Ethic Inc
New York
$1.29M +$445K +69,869 +77%
S
68
SignatureFD
Georgia
$1.27M -$301K -47,190 -23%
OAM
69
Oppenheimer Asset Management
New York
$1.24M -$34.1K -5,355 -3%
Sanders Capital
70
Sanders Capital
Florida
$1.11M -$15.9K -2,500 -2%
Comerica Bank
71
Comerica Bank
Texas
$1.08M -$8.04K -1,262 -1%
Creative Planning
72
Creative Planning
Kansas
$1.02M +$16.5K +2,591 +2%
ECM
73
ExodusPoint Capital Management
New York
$1M +$404K +63,493 +103%
XC
74
XY Capital
Hong Kong
$992K +$788K +123,752 New
YCM
75
Yousif Capital Management
Michigan
$921K

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.