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Sumitomo Mitsui Financial

243 hedge funds and large institutions have $705M invested in Sumitomo Mitsui Financial in 2022 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 74 increasing their positions, 103 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more call options, than puts

Call options by funds: $396K | Put options by funds: $119K

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.15% less ownership

Funds ownership: 8.88%8.73% (-0.15%)

8% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 37

2% less funds holding

Funds holding: 248243 (-5)

8% less capital invested

Capital invested by funds: $768M → $705M (-$63M)

28% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 103

Holders
243
Holders Change
-5
Holders Change %
-2.02%
% of All Funds
4.09%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
74
Reduced
103
Closed
37
Calls
$396K
Puts
$119K
Net Calls
+$277K
Net Calls Change
+$657K
Name Holding Trade Value Shares
Change
Change in
Stake
ERSOT
76
Employees Retirement System of Texas
Texas
$597K -$318K -52,580 -34%
VPIM
77
Vanguard Personalized Indexing Management
California
$540K -$25.7K -4,255 -4%
JIC
78
Johnson Investment Counsel
Ohio
$536K
MYIA
79
Mount Yale Investment Advisors
Colorado
$509K -$16.3K -2,701 -3%
Mariner
80
Mariner
Kansas
$486K +$133K +21,990 +36%
Creative Planning
81
Creative Planning
Kansas
$482K +$186K +30,860 +61%
OAG
82
Orbis Allan Gray
Bermuda
$469K -$21.9K -3,624 -4%
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$465K +$58.9K +9,753 +14%
EAM
84
Eagle Asset Management
Florida
$460K -$32.8K -5,430 -7%
SIA
85
Schechter Investment Advisors
Michigan
$428K -$26.3K -4,361 -6%
IRC
86
Investors Research Corp
Georgia
$424K
MWM
87
Mission Wealth Management
California
$418K +$104K +17,141 +32%
EI
88
Ethic Inc
New York
$411K +$274K +45,297 +186%
JMPWA
89
JP Morgan Private Wealth Advisors
California
$410K +$25K +4,141 +6%
MIS
90
Morningstar Investment Services
Illinois
$405K +$75K +12,415 +22%
CP
91
Covenant Partners
Tennessee
$403K
VT
92
Vise Technologies
New York
$381K +$187K +30,997 +92%
ECM
93
Evergreen Capital Management
Washington
$371K +$257K +42,570 +211%
NW
94
Naviter Wealth
Arkansas
$367K +$375K +62,126 New
DWT
95
Dorsey & Whitney Trust
South Dakota
$349K +$8.8K +1,456 +3%
CCP
96
Corient Capital Partners
California
$318K +$18K +2,975 +6%
FCH
97
Freestone Capital Holdings
Washington
$317K -$1.6M -264,450 -83%
QCG
98
Quadrant Capital Group
Ohio
$300K -$13.3K -2,200 -4%
Nomura Holdings
99
Nomura Holdings
Japan
$298K +$302K +50,000 New
WFI
100
West Family Investments
California
$297K -$427K -70,690 -58%

SMFG Hedge Fund Activity: Q2 2022 in Review

243 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q2 2022, worth a combined $705M — down 8.2% from $768M a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of SMFG and 34 opened new positions — a net loss of 3 holders — while 103 trimmed existing stakes and 74 added.

The largest buyer was Morgan Stanley, adding an estimated $37.6M. The largest seller was D.E. Shaw & Co, cutting an estimated $9.2M.

  • 243 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q2 2022, down from 248 in Q1 2022.
  • Funds reported $705M of Sumitomo Mitsui Financial stock for Q2 2022, down 8.2% quarter-over-quarter.
  • 34 funds opened new Sumitomo Mitsui Financial positions in Q2 2022 and 37 closed out, a net change of -3 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q2 2022 was Morgan Stanley, an estimated $37.6M added.
  • The largest Sumitomo Mitsui Financial seller in Q2 2022 was D.E. Shaw & Co, an estimated $9.2M sold.

Based on aggregated 13F filings for Q2 2022.