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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
II
151
Inspire Investing
Idaho
$106K +$1.32K +195 +1%
PMA
152
Prudent Man Advisors
Illinois
$105K -$28.2K -4,165 -21%
FA
153
FDx Advisors
Illinois
$102K +$5.42K +800 +6%
DIA
154
Dana Investment Advisors
Wisconsin
$101K +$10.3K +1,525 +11%
MCM
155
MAI Capital Management
Ohio
$99K +$2.89K +427 +3%
MGWM
156
Marks Group Wealth Management
Minnesota
$98K
FPS
157
Fieldpoint Private Securities
Connecticut
$95K -$9.21K -1,360 -9%
State Street
158
State Street
Massachusetts
$95K
KP
159
Keel Point
Alabama
$92K +$7.76K +1,145 +9%
TSS
160
Two Sigma Securities
New York
$92K +$91.3K +13,480 New
Prudential Financial
161
Prudential Financial
New Jersey
$90K -$44.5K -6,564 -33%
BPA
162
Beacon Pointe Advisors
California
$90K +$89.7K +13,238 New
IA
163
Inspire Advisors
Idaho
$88K +$87.9K +12,976 New
TFCP
164
Twin Focus Capital Partners
Massachusetts
$87K +$86.8K +12,815 New
PCG
165
Private Capital Group
Connecticut
$85K -$6.08K -898 -7%
PNC
166
Park National Corp
Ohio
$84K -$5.8K -857 -7%
Thrivent Financial for Lutherans
167
Thrivent Financial for Lutherans
Minnesota
$84K +$9.53K +1,407 +13%
Boston Partners
168
Boston Partners
Massachusetts
$83K +$14.5K +2,138 +21%
OL
169
Optas LLC
Texas
$81K -$3.18K -469 -4%
DCM
170
DGS Capital Management
New Jersey
$81K +$80.8K +11,935 New
PGFC
171
Peapack-Gladstone Financial Corp
New Jersey
$72K +$684 +101 +1%
KeyBank National Association
172
KeyBank National Association
Ohio
$72K +$72K +10,627 New
MF
173
Manchester Financial
California
$71K +$70.4K +10,400 New
PFO
174
Pathstone Family Office
New Jersey
$70K -$32.4K -4,780 -32%
MHR
175
Matthew Hamilton Rosenberg
$70K +$45K +6,642 +179%

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.