We are live on ! Find out more
SMFG icon

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
MYIA
76
Mount Yale Investment Advisors
Colorado
$480K +$6K +994 +1%
JMPWA
77
JP Morgan Private Wealth Advisors
California
$476K +$102K +16,973 +24%
Janney Montgomery Scott
78
Janney Montgomery Scott
Pennsylvania
$453K +$21.8K +3,608 +5%
PFO
79
Pathstone Family Office
New Jersey
$437K +$479K +79,433 New
OAG
80
Orbis Allan Gray
Bermuda
$437K
Schroder Investment Management Group
81
Schroder Investment Management Group
United Kingdom
$430K -$289K -47,988 -38%
HF
82
HRT Financial
New York
$429K +$471K +78,126 New
EAM
83
Eagle Asset Management
Florida
$424K -$4.52K -750 -1%
VT
84
Vise Technologies
New York
$423K +$74.8K +12,397 +19%
DWT
85
Dorsey & Whitney Trust
South Dakota
$421K +$105K +17,389 +29%
GI
86
Gradient Investments
Minnesota
$402K +$441K +73,070 New
MWM
87
Mission Wealth Management
California
$401K +$12.5K +2,073 +3%
MIS
88
Morningstar Investment Services
Illinois
$400K +$21.6K +3,578 +5%
IRC
89
Investors Research Corp
Georgia
$395K
NW
90
Naviter Wealth
Arkansas
$357K +$16.7K +2,767 +4%
QCG
91
Quadrant Capital Group
Ohio
$343K +$69.7K +11,558 +23%
ECM
92
ExodusPoint Capital Management
New York
$339K +$371K +61,593 New
Balyasny Asset Management
93
Balyasny Asset Management
Illinois
$337K +$369K +61,236 New
CP
94
Covenant Partners
Tennessee
$328K -$51.4K -8,520 -12%
PWPS
95
Pinnacle Wealth Planning Services
Ohio
$324K +$153K +25,341 +76%
CCP
96
Corient Capital Partners
California
$318K
ECM
97
Evergreen Capital Management
Washington
$304K -$45.4K -7,520 -12%
WFA
98
Wipfli Financial Advisors
Wisconsin
$301K +$330K +54,651 New
Citadel Advisors
99
Citadel Advisors
Florida
$291K -$1.19M -196,687 -79%
SFA
100
Sequoia Financial Advisors
Ohio
$279K +$50.4K +8,362 +20%

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.