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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
Squarepoint
101
Squarepoint
New York
$376K +$427K +59,911 New
Group One Trading
102
Group One Trading
Illinois
$373K -$6.41K -900 -1%
MIS
103
Morningstar Investment Services
Illinois
$364K +$21.7K +3,050 +6%
DWT
104
Dorsey & Whitney Trust
South Dakota
$361K +$2.54K +356 +0.6%
MWM
105
Mission Wealth Management
California
$337K +$58.3K +8,191 +18%
QCG
106
Quadrant Capital Group
Ohio
$333K +$47.6K +6,684 +14%
CCP
107
Corient Capital Partners
California
$319K +$19.3K +2,709 +6%
Creative Planning
108
Creative Planning
Kansas
$318K +$21K +2,942 +6%
RCM
109
RNC Capital Management
California
$316K +$13.5K +1,900 +4%
Jane Street
110
Jane Street
New York
$311K -$6.6M -926,367 -95%
LSAG
111
Lake Street Advisors Group
New Hampshire
$310K +$6.92K +971 +2%
New York State Common Retirement Fund
112
New York State Common Retirement Fund
New York
$291K
MML Investors Services
113
MML Investors Services
Massachusetts
$288K -$22.4K -3,145 -6%
EVM
114
Eaton Vance Management
Massachusetts
$278K -$3.85K -540 -1%
PA
115
Parallel Advisors
California
$271K -$39.6K -5,556 -12%
SFA
116
Sequoia Financial Advisors
Ohio
$265K +$144K +20,150 +91%
MG
117
Mather Group
Illinois
$262K -$4.78K -671 -2%
BF
118
BOK Financial
Oklahoma
$262K +$37.8K +5,301 +15%
PAS
119
Park Avenue Securities
New York
$259K -$2.53K -355 -0.9%
VAS
120
Vestmark Advisory Solutions
Massachusetts
$255K +$242 +34 +0.1%
TRCT
121
Tower Research Capital (TRC)
New York
$255K +$280K +39,340 +2,840%
CGA
122
Crescent Grove Advisors
Illinois
$250K -$217K -30,455 -43%
AAS
123
Avantax Advisory Services
Texas
$238K +$44.5K +6,245 +20%
SRC
124
Sage Rhino Capital
California
$230K +$2.7K +379 +1%
PAG
125
Private Advisor Group
New Jersey
$229K -$1.5K -211 -0.6%

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.