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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
KeyBank National Association
151
KeyBank National Association
Ohio
$139K +$82.5K +11,588 +109%
TSS
152
Two Sigma Securities
New York
$137K +$59.3K +8,327 +62%
Boston Partners
153
Boston Partners
Massachusetts
$136K +$66.9K +9,393 +77%
HighTower Advisors
154
HighTower Advisors
Illinois
$128K +$2.23K +313 +2%
RCAG
155
Rehmann Capital Advisory Group
Michigan
$127K -$28.1K -3,943 -16%
ECM
156
Evergreen Capital Management
Washington
$127K +$8.83K +1,240 +7%
IA
157
Inspire Advisors
Idaho
$124K +$48.4K +6,789 +52%
GCP
158
GSA Capital Partners
United Kingdom
$122K +$139K +19,500 New
TPCW
159
TD Private Client Wealth
New York
$121K +$71.7K +10,063 +108%
EWA
160
EP Wealth Advisors
California
$120K +$19.3K +2,713 +17%
IWP
161
Icon Wealth Partners
Texas
$120K +$136K +19,133 New
SI
162
Stephens Inc
Arkansas
$117K -$38.4K -5,385 -22%
Citigroup
163
Citigroup
New York
$111K -$16.5M -2,315,060 -99%
IA
164
IFP Advisors
Florida
$107K +$88.4K +12,410 +12,535%
FOA
165
Five Oceans Advisors
California
$103K +$117K +16,425 New
CAPTRUST Financial Advisors
166
CAPTRUST Financial Advisors
North Carolina
$101K +$50K +7,025 +78%
BP
167
Ballentine Partners
Massachusetts
$100K -$5.41K -760 -5%
Prudential Financial
168
Prudential Financial
New Jersey
$100K +$17.3K +2,431 +18%
HW
169
Hancock Whitney
Mississippi
$97K -$36.5K -5,119 -25%
PMA
170
Prudent Man Advisors
Illinois
$97K
DIA
171
Dana Investment Advisors
Wisconsin
$94K
II
172
Inspire Investing
Idaho
$92K -$5.91K -829 -5%
CPA
173
Capital Planning Advisors
California
$91K +$104K +14,575 New
PP
174
PDS Planning
Ohio
$90K -$21.5K -3,016 -17%
MGWM
175
Marks Group Wealth Management
Minnesota
$90K

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.