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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
VCA
76
Verdence Capital Advisors
Maryland
$912K -$53.4K -8,384 -7%
Osaic Holdings
77
Osaic Holdings
Arizona
$896K -$76.3K -11,982 -10%
WHG
78
Westwood Holdings Group
Texas
$763K -$586 -92 -0.1%
EAM
79
Eagle Asset Management
Florida
$733K +$85.5K +13,432 +17%
JIC
80
Johnson Investment Counsel
Ohio
$729K -$1.26K -198 -0.2%
Janney Montgomery Scott
81
Janney Montgomery Scott
Pennsylvania
$729K +$54.1K +8,488 +10%
SIA
82
Schechter Investment Advisors
Michigan
$726K -$9.38K -1,472 -2%
MYIA
83
Mount Yale Investment Advisors
Colorado
$717K +$13.6K +2,134 +2%
GC
84
Guggenheim Capital
Illinois
$701K -$187K -29,437 -25%
QCM
85
Quantinno Capital Management
New York
$684K +$417K +65,500 +331%
AAM
86
Advisors Asset Management
Colorado
$684K -$185K -29,051 -25%
VCWA
87
Vanguard Capital Wealth Advisors
Colorado
$671K +$401K +62,924 +303%
JMPWA
88
JP Morgan Private Wealth Advisors
California
$645K -$38.5K -6,046 -7%
Schroder Investment Management Group
89
Schroder Investment Management Group
United Kingdom
$627K
VPIM
90
Vanguard Personalized Indexing Management
California
$596K -$385K -60,414 -45%
NW
91
Naviter Wealth
Arkansas
$595K +$22.5K +3,528 +5%
PFO
92
Pathstone Family Office
New Jersey
$585K +$282K +44,339 +56%
MWM
93
Mission Wealth Management
California
$570K -$11.8K -1,852 -3%
IRC
94
Investors Research Corp
Georgia
$566K -$8.44K -1,325 -2%
MIS
95
Morningstar Investment Services
Illinois
$564K -$15.2K -2,394 -3%
GI
96
Gradient Investments
Minnesota
$560K -$20.3K -3,183 -4%
VT
97
Vise Technologies
New York
$551K -$52.1K -8,173 -11%
DWT
98
Dorsey & Whitney Trust
South Dakota
$526K -$69.2K -10,869 -14%
SFA
99
Sequoia Financial Advisors
Ohio
$488K +$64.7K +10,151 +20%
CP
100
Covenant Partners
Tennessee
$479K

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.