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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
AIM
101
Aigen Investment Management
New York
$455K +$361K +56,720 New
Corient Private Wealth
102
Corient Private Wealth
Florida
$434K +$345K +54,096 New
YIH
103
Y-Intercept (HK)
Hong Kong
$424K +$337K +52,908 New
Pacer Advisors
104
Pacer Advisors
Pennsylvania
$417K +$331K +52,024 New
PWPS
105
Pinnacle Wealth Planning Services
Ohio
$403K -$54.8K -8,604 -15%
LSAG
106
Lake Street Advisors Group
New Hampshire
$403K +$28.8K +4,529 +10%
RWM
107
Ritholtz Wealth Management
New York
$389K +$40.2K +6,306 +15%
MML Investors Services
108
MML Investors Services
Massachusetts
$375K +$31.7K +4,978 +12%
ECM
109
Evergreen Capital Management
Washington
$370K -$57.8K -9,080 -16%
ZB
110
Zions Bancorporation
Utah
$369K -$6.78K -1,065 -2%
QCG
111
Quadrant Capital Group
Ohio
$350K -$119K -18,758 -30%
QI
112
Qtron Investments
Massachusetts
$344K
PA
113
Parallel Advisors
California
$334K +$22.4K +3,525 +9%
PAS
114
Park Avenue Securities
New York
$332K +$39.1K +6,138 +17%
IA
115
Inspire Advisors
Idaho
$328K +$2.15K +338 +0.8%
Federated Hermes
116
Federated Hermes
Pennsylvania
$325K +$40K +6,280 +18%
SWS
117
SYSTM Wealth Solutions
Illinois
$319K +$253K +39,789 New
KAS
118
Kestra Advisory Services
Texas
$318K -$4.79K -752 -2%
RCM
119
RNC Capital Management
California
$313K -$46.5K -7,300 -16%
Susquehanna International Group
120
Susquehanna International Group
Pennsylvania
$310K +$19.3K +3,038 +9%
HighTower Advisors
121
HighTower Advisors
Illinois
$304K +$15.5K +2,436 +7%
UBS Group
122
UBS Group
Switzerland
$303K +$11.5K +1,804 +5%
CCA
123
Checchi Capital Advisers
California
$293K +$4.39K +689 +2%
Chevy Chase Trust
124
Chevy Chase Trust
Maryland
$289K +$30K +4,712 +15%
HF
125
HRT Financial
New York
$283K -$272K -42,750 -55%

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.