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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
Fisher Asset Management
126
Fisher Asset Management
Washington
$192K -$2.8K -413 -1%
LC
127
Lindbrook Capital
California
$175K +$8.6K +1,270 +5%
BFM
128
Boothbay Fund Management
New York
$175K +$174K +25,750 New
RCAG
129
Rehmann Capital Advisory Group
Michigan
$164K +$35.6K +5,262 +28%
SI
130
Stephens Inc
Arkansas
$163K -$312K -46,081 -66%
CAM
131
Cresset Asset Management
Illinois
$161K -$473K -69,768 -75%
ACA
132
Atlas Capital Advisors
Wyoming
$158K
HIA
133
Harbor Investment Advisory
Maryland
$156K
VCWA
134
Vanguard Capital Wealth Advisors
Colorado
$154K -$13.4K -1,977 -8%
SFA
135
Sequoia Financial Advisors
Ohio
$150K +$150K +22,097 New
ZB
136
Zions Bancorporation
Utah
$149K +$73.4K +10,838 +97%
Chevy Chase Trust
137
Chevy Chase Trust
Maryland
$142K +$142K +20,908 New
HW
138
Hancock Whitney
Mississippi
$140K +$6.03K +890 +5%
HighTower Advisors
139
HighTower Advisors
Illinois
$136K -$47.3K -6,990 -26%
LJAC
140
L.J. Altfest & Co
New York
$130K +$589 +87 +0.5%
VF
141
Virtu Financial
New York
$129K -$45.4K -6,706 -26%
ECM
142
Evergreen Capital Management
Washington
$129K +$11.7K +1,720 +10%
AWE
143
Avidian Wealth Enterprises
Texas
$123K +$122K +18,057 New
IC
144
Intersect Capital
California
$121K +$40.2K +5,941 +50%
PP
145
PDS Planning
Ohio
$118K -$27.9K -4,124 -19%
BL
146
Balentine LLC
Georgia
$117K +$7.19K +1,061 +7%
BP
147
Ballentine Partners
Massachusetts
$114K -$8.64K -1,275 -7%
Cetera Investment Advisers
148
Cetera Investment Advisers
Illinois
$113K +$4.82K +711 +4%
DC
149
Davenport & Co
Virginia
$113K +$113K +16,684 New
EWA
150
EP Wealth Advisors
California
$111K -$786 -116 -0.7%

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.