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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
Cetera Investment Advisers
126
Cetera Investment Advisers
Illinois
$275K +$59.5K +9,343 +37%
SRC
127
Sage Rhino Capital
California
$274K -$12.7K -1,997 -6%
CAPTRUST Financial Advisors
128
CAPTRUST Financial Advisors
North Carolina
$273K +$56.8K +8,918 +36%
SS
129
Simplicity Solutions
Minnesota
$252K -$2.65K -416 -1%
CQS
130
Credential Qtrade Securities
$251K -$13.4K -2,105 -6%
SW
131
SVB Wealth
Massachusetts
$250K -$31.7K -4,978 -14%
GCM
132
Gallacher Capital Management
Colorado
$246K +$195K +30,660 New
MG
133
Mather Group
Illinois
$242K -$16.4K -2,579 -8%
ACA
134
Atlas Capital Advisors
Wyoming
$240K -$103K -16,195 -35%
SEC
135
Seven Eight Capital
New York
$236K +$187K +29,402 New
Pzena Investment Management
136
Pzena Investment Management
New York
$218K +$173K +27,154 New
PSP
137
Principal Street Partners
Tennessee
$217K +$25.1K +3,938 +17%
DC
138
Davenport & Co
Virginia
$211K +$16.5K +2,588 +11%
FOA
139
Five Oceans Advisors
California
$196K -$325 -51 -0.2%
VAS
140
Vestmark Advisory Solutions
Massachusetts
$196K +$3.58K +562 +2%
Charles Schwab
141
Charles Schwab
California
$193K +$153K +24,051 New
BF
142
BOK Financial
Oklahoma
$191K -$55.1K -8,646 -27%
RJFSA
143
Raymond James Financial Services Advisors
Florida
$190K -$40.6K -6,368 -21%
Fisher Asset Management
144
Fisher Asset Management
Washington
$189K +$4.01K +629 +3%
AA
145
AlphaQ Advisors
Florida
$186K +$148K +23,227 New
SI
146
Stephens Inc
Arkansas
$183K +$27.7K +4,356 +24%
PAG
147
Private Advisor Group
New Jersey
$182K -$12K -1,881 -8%
BHPW
148
Beverly Hills Private Wealth
California
$176K +$140K +21,961 New
HIA
149
Harbor Investment Advisory
Maryland
$174K -$7.94K -1,247 -5%
FA
150
FDx Advisors
Illinois
$169K -$7.82K -1,228 -6%

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.