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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
Chevy Chase Trust
126
Chevy Chase Trust
Maryland
$227K +$110K +15,414 +74%
CQS
127
Credential Qtrade Securities
$223K +$12.1K +1,702 +5%
VT
128
Vise Technologies
New York
$210K +$239K +33,537 New
CCA
129
Checchi Capital Advisers
California
$201K -$1.5K -211 -0.7%
CGL
130
Clarius Group LLC
Washington
$200K
Federated Hermes
131
Federated Hermes
Pennsylvania
$198K -$6.8M -954,667 -97%
ZB
132
Zions Bancorporation
Utah
$196K +$65.5K +9,199 +42%
FA
133
FDx Advisors
Illinois
$193K +$112K +15,788 +105%
SW
134
SVB Wealth
Massachusetts
$186K -$102K -14,374 -33%
State Street
135
State Street
Massachusetts
$176K +$101K +14,120 +101%
Fisher Asset Management
136
Fisher Asset Management
Washington
$173K -$5.43K -763 -3%
DC
137
Davenport & Co
Virginia
$167K +$71.2K +9,996 +60%
KAS
138
Kestra Advisory Services
Texas
$164K -$83.1K -11,663 -31%
CAM
139
Cresset Asset Management
Illinois
$164K +$16.5K +2,312 +10%
ACA
140
Atlas Capital Advisors
Wyoming
$160K +$15.1K +2,124 +9%
Cerity Partners
141
Cerity Partners
New York
$159K -$100K -14,048 -36%
EI
142
Ethic Inc
New York
$152K -$75.6K -10,612 -30%
LC
143
Lindbrook Capital
California
$152K -$10.4K -1,460 -6%
Cetera Investment Advisers
144
Cetera Investment Advisers
Illinois
$147K +$48.6K +6,826 +41%
IC
145
IEQ Capital
California
$147K +$167K +23,483 New
JF
146
Jump Financial
Illinois
$145K +$165K +23,200 New
HIA
147
Harbor Investment Advisory
Maryland
$144K
VCWA
148
Vanguard Capital Wealth Advisors
Colorado
$142K +$178 +25 +0.1%
BL
149
Balentine LLC
Georgia
$142K +$39K +5,470 +32%
Commonwealth Equity Services
150
Commonwealth Equity Services
Massachusetts
$139K -$49.6K -6,959 -24%

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.