We are live on ! Find out more
SMFG icon

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
PAG
101
Private Advisor Group
New Jersey
$292K +$77.9K +12,903 +35%
RCM
102
RNC Capital Management
California
$284K -$13.9K -2,300 -5%
New York State Common Retirement Fund
103
New York State Common Retirement Fund
New York
$274K
ACA
104
Atlas Capital Advisors
Wyoming
$272K +$125K +20,717 +81%
LSAG
105
Lake Street Advisors Group
New Hampshire
$270K -$21.6K -3,576 -7%
JP Morgan Chase
106
JP Morgan Chase
New York
$268K -$326K -54,047 -54%
MML Investors Services
107
MML Investors Services
Massachusetts
$262K -$8.92K -1,476 -3%
PAS
108
Park Avenue Securities
New York
$258K +$14.1K +2,338 +6%
RWM
109
Ritholtz Wealth Management
New York
$250K -$612K -101,331 -71%
SFA
110
Sequoia Financial Advisors
Ohio
$250K +$429 +71 +0.2%
Susquehanna International Group
111
Susquehanna International Group
Pennsylvania
$249K -$208K -34,420 -45%
PA
112
Parallel Advisors
California
$240K -$5.04K -835 -2%
CQS
113
Credential Qtrade Securities
$220K +$10.9K +1,801 +5%
Chevy Chase Trust
114
Chevy Chase Trust
Maryland
$216K +$2.1K +347 +1%
SG Americas Securities
115
SG Americas Securities
New York
$216K +$222K +36,669 New
ZB
116
Zions Bancorporation
Utah
$215K +$31.9K +5,283 +17%
SRC
117
Sage Rhino Capital
California
$214K -$1.99K -329 -0.9%
CCA
118
Checchi Capital Advisers
California
$211K +$5.75K +952 +3%
IA
119
Inspire Advisors
Idaho
$205K +$90.4K +14,972 +76%
KAS
120
Kestra Advisory Services
Texas
$201K +$47.9K +7,934 +30%
CGL
121
Clarius Group LLC
Washington
$199K +$25.8K +4,266 +15%
PWPS
122
Pinnacle Wealth Planning Services
Ohio
$198K -$183K -30,370 -48%
Federated Hermes
123
Federated Hermes
Pennsylvania
$198K +$12.9K +2,142 +7%
HighTower Advisors
124
HighTower Advisors
Illinois
$186K +$68.2K +11,293 +55%
VAS
125
Vestmark Advisory Solutions
Massachusetts
$179K -$61.9K -10,244 -25%

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.