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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
BF
126
BOK Financial
Oklahoma
$173K -$75.5K -12,495 -30%
Fisher Asset Management
127
Fisher Asset Management
Washington
$169K +$6.84K +1,133 +4%
EWA
128
EP Wealth Advisors
California
$156K +$44K +7,276 +38%
DC
129
Davenport & Co
Virginia
$153K -$4.98K -824 -3%
SW
130
SVB Wealth
Massachusetts
$148K -$27.2K -4,508 -15%
UBS Group
131
UBS Group
Switzerland
$147K -$2.03M -336,499 -93%
Cetera Investment Advisers
132
Cetera Investment Advisers
Illinois
$147K +$8.4K +1,390 +6%
Boston Partners
133
Boston Partners
Massachusetts
$137K +$10.1K +1,676 +8%
HIA
134
Harbor Investment Advisory
Maryland
$136K
FA
135
FDx Advisors
Illinois
$129K -$54.2K -8,972 -29%
VCWA
136
Vanguard Capital Wealth Advisors
Colorado
$128K -$5.6K -927 -4%
TRCT
137
Tower Research Capital (TRC)
New York
$127K -$116K -19,277 -47%
RCAG
138
Rehmann Capital Advisory Group
Michigan
$126K +$7.1K +1,175 +6%
KeyBank National Association
139
KeyBank National Association
Ohio
$121K -$10.5K -1,735 -8%
IC
140
IEQ Capital
California
$120K -$18.8K -3,117 -13%
SS
141
Simplicity Solutions
Minnesota
$114K +$117K +19,321 New
IWP
142
Icon Wealth Partners
Texas
$113K
SI
143
Stephens Inc
Arkansas
$108K -$1.7K -282 -2%
RJFSA
144
Raymond James Financial Services Advisors
Florida
$108K +$111K +18,347 New
IA
145
IFP Advisors
Florida
$107K
KLC
146
Knowledge Leaders Capital
Colorado
$104K +$107K +17,668 New
Commonwealth Equity Services
147
Commonwealth Equity Services
Massachusetts
$101K -$30.9K -5,113 -23%
FOA
148
Five Oceans Advisors
California
$101K +$4.38K +725 +4%
KP
149
Keel Point
Alabama
$99K +$21K +3,484 +28%
HNB
150
Huntington National Bank
Ohio
$93K +$62.8K +10,397 +194%

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.