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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
Comerica Bank
76
Comerica Bank
Texas
$750K -$2.67K -375 -0.3%
WHG
77
Westwood Holdings Group
Texas
$748K -$17.5M -2,449,807 -95%
VCA
78
Verdence Capital Advisors
Maryland
$725K +$42.1K +5,913 +5%
Pzena Investment Management
79
Pzena Investment Management
New York
$681K
YCM
80
Yousif Capital Management
Michigan
$667K
JP Morgan Chase
81
JP Morgan Chase
New York
$625K +$489K +68,654 +222%
VPIM
82
Vanguard Personalized Indexing Management
California
$598K +$102K +14,276 +18%
JIC
83
Johnson Investment Counsel
Ohio
$570K
MYIA
84
Mount Yale Investment Advisors
Colorado
$558K +$138K +19,399 +28%
EAM
85
Eagle Asset Management
Florida
$522K -$36.1K -5,068 -6%
OAG
86
Orbis Allan Gray
Bermuda
$521K
OMC
87
Old Mission Capital
Illinois
$495K +$562K +78,897 New
SIA
88
Schechter Investment Advisors
Michigan
$482K -$13K -1,819 -2%
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$481K -$209K -29,334 -28%
SSA
90
Schonfeld Strategic Advisors
New York
$466K +$529K +74,300 New
IRC
91
Investors Research Corp
Georgia
$451K
BTW
92
Boston Trust Walden
Massachusetts
$442K -$3.38K -475 -0.7%
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
$433K +$1.65K +231 +0.3%
CP
94
Covenant Partners
Tennessee
$428K -$165K -23,202 -25%
DTL
95
Dynamic Technology Lab
Singapore
$428K +$486K +68,231 New
JMPWA
96
JP Morgan Private Wealth Advisors
California
$410K +$191K +26,751 +69%
PP
97
Paloma Partners
Connecticut
$409K +$465K +65,277 New
PWPS
98
Pinnacle Wealth Planning Services
Ohio
$401K +$162K +22,757 +55%
FIA
99
FNY Investment Advisers
New York
$395K +$449K +63,000 New
Mariner
100
Mariner
Kansas
$379K +$120K +16,812 +39%

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.