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
Nomura Holdings
101
Nomura Holdings
Japan
$275K
JP Morgan Chase
102
JP Morgan Chase
New York
$259K +$9.41K +1,560 +3%
ZB
103
Zions Bancorporation
Utah
$259K +$64K +10,617 +29%
RCM
104
RNC Capital Management
California
$255K -$10.9K -1,800 -4%
ACA
105
Atlas Capital Advisors
Wyoming
$254K
LSAG
106
Lake Street Advisors Group
New Hampshire
$252K -$289 -48 -0.1%
Squarepoint
107
Squarepoint
New York
$240K +$263K +43,641 New
QI
108
Qtron Investments
Massachusetts
$236K -$539K -89,389 -68%
RWM
109
Ritholtz Wealth Management
New York
$232K -$549 -91 -0.2%
MML Investors Services
110
MML Investors Services
Massachusetts
$230K -$16K -2,659 -6%
IA
111
Inspire Advisors
Idaho
$223K +$35.3K +5,856 +17%
KAS
112
Kestra Advisory Services
Texas
$222K +$38K +6,298 +18%
XT
113
XTX Topco
Cayman Islands
$210K +$230K +38,192 New
PA
114
Parallel Advisors
California
$209K -$15.6K -2,590 -6%
SRC
115
Sage Rhino Capital
California
$199K -$736 -122 -0.3%
SW
116
SVB Wealth
Massachusetts
$199K +$66.8K +11,080 +44%
UBS Group
117
UBS Group
Switzerland
$198K +$66.1K +10,967 +44%
CCA
118
Checchi Capital Advisers
California
$197K +$17K +2,823 +9%
Susquehanna International Group
119
Susquehanna International Group
Pennsylvania
$196K -$39.9K -6,612 -16%
PAS
120
Park Avenue Securities
New York
$194K -$50.4K -8,351 -19%
HighTower Advisors
121
HighTower Advisors
Illinois
$190K +$20.4K +3,384 +11%
Federated Hermes
122
Federated Hermes
Pennsylvania
$188K +$3.67K +608 +2%
CQS
123
Credential Qtrade Securities
$184K -$23.9K -3,964 -11%
MG
124
Mather Group
Illinois
$180K +$198K +32,800 New
BF
125
BOK Financial
Oklahoma
$178K +$19.3K +3,200 +11%

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.