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Sumitomo Mitsui Financial

241 hedge funds and large institutions have $831M invested in Sumitomo Mitsui Financial in 2021 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 82 increasing their positions, 83 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

20% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 40

3% more funds holding

Funds holding: 235241 (+6)

4% more capital invested

Capital invested by funds: $800M → $831M (+$31.7M)

0.15% less ownership

Funds ownership: 9.06%8.9% (-0.15%)

1% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 83

99% less call options, than puts

Call options by funds: $5K | Put options by funds: $407K

Holders
241
Holders Change
+6
Holders Change %
+2.55%
% of All Funds
3.71%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
48
Increased
82
Reduced
83
Closed
40
Calls
$5K
Puts
$407K
Net Calls
-$402K
Net Calls Change
+$691K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
101
Creative Planning
Kansas
$325K +$6.73K +993 +2%
PA
102
Parallel Advisors
California
$320K +$25.1K +3,699 +9%
QCG
103
Quadrant Capital Group
Ohio
$315K +$27.8K +4,100 +10%
New York State Common Retirement Fund
104
New York State Common Retirement Fund
New York
$315K +$94.3K +13,916 +43%
MWM
105
Mission Wealth Management
California
$309K +$32.4K +4,781 +12%
EVM
106
Eaton Vance Management
Massachusetts
$304K +$1.23K +182 +0.4%
SW
107
SVB Wealth
Massachusetts
$298K -$1.76M -259,991 -86%
Mariner
108
Mariner
Kansas
$296K +$90.2K +13,310 +44%
MG
109
Mather Group
Illinois
$288K +$287K +42,397 New
PAS
110
Park Avenue Securities
New York
$283K +$29.8K +4,403 +12%
PWPS
111
Pinnacle Wealth Planning Services
Ohio
$279K -$3.81K -562 -1%
VAS
112
Vestmark Advisory Solutions
Massachusetts
$276K -$90.7K -13,388 -25%
Cerity Partners
113
Cerity Partners
New York
$269K +$268K +39,534 New
JMPWA
114
JP Morgan Private Wealth Advisors
California
$262K -$43.1K -6,369 -14%
KAS
115
Kestra Advisory Services
Texas
$257K -$98.4K -14,528 -28%
PAG
116
Private Advisor Group
New Jersey
$250K -$249K -36,689 -50%
BF
117
BOK Financial
Oklahoma
$247K -$11.4K -1,681 -4%
SRC
118
Sage Rhino Capital
California
$246K +$9.46K +1,397 +4%
EI
119
Ethic Inc
New York
$237K -$745K -110,006 -76%
CQS
120
Credential Qtrade Securities
$230K +$27.5K +4,066 +14%
CCA
121
Checchi Capital Advisers
California
$219K -$42.4K -6,267 -16%
AAS
122
Avantax Advisory Services
Texas
$214K +$213K +31,476 New
JP Morgan Chase
123
JP Morgan Chase
New York
$210K +$2.61K +385 +1%
CGL
124
Clarius Group LLC
Washington
$200K +$74.2K +10,954 +59%
Commonwealth Equity Services
125
Commonwealth Equity Services
Massachusetts
$198K -$56.3K -8,314 -22%

SMFG Hedge Fund Activity: Q4 2021 in Review

241 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q4 2021, worth a combined $831M — up 4% from $800M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new SMFG positions and 40 closed out — a net gain of 8 holders — while 82 added to existing stakes and 83 trimmed.

The largest buyer was LMR Partners, opening a new position worth an estimated $18.6M. The largest seller was Lazard Asset Management, cutting an estimated $25.9M.

  • 241 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q4 2021, up from 235 in Q3 2021.
  • Funds reported $831M of Sumitomo Mitsui Financial stock for Q4 2021, up 4% quarter-over-quarter.
  • 48 funds opened new Sumitomo Mitsui Financial positions in Q4 2021 and 40 closed out, a net change of +8 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q4 2021 was LMR Partners, an estimated $18.6M added.
  • The largest Sumitomo Mitsui Financial seller in Q4 2021 was Lazard Asset Management, an estimated $25.9M sold.

Based on aggregated 13F filings for Q4 2021.