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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
II
151
Inspire Investing
Idaho
$92K +$5.04K +835 +6%
PSP
152
Principal Street Partners
Tennessee
$89K +$90.7K +15,012 New
HW
153
Hancock Whitney
Mississippi
$88K -$3K -496 -3%
DIA
154
Dana Investment Advisors
Wisconsin
$88K
BOH
155
Bank of Hawaii
Hawaii
$87K +$8.84K +1,463 +11%
BDF
156
Balasa Dinverno & Foltz
$87K +$89.1K +14,755 New
PP
157
PDS Planning
Ohio
$85K -$375 -62 -0.4%
MGWM
158
Marks Group Wealth Management
Minnesota
$85K
BP
159
Ballentine Partners
Massachusetts
$83K -$11.2K -1,860 -12%
CAPTRUST Financial Advisors
160
CAPTRUST Financial Advisors
North Carolina
$82K -$13.3K -2,207 -14%
PMA
161
Prudent Man Advisors
Illinois
$81K -$10.4K -1,716 -11%
BPA
162
Beacon Pointe Advisors
California
$81K -$4.6K -761 -5%
TFCP
163
Twin Focus Capital Partners
Massachusetts
$79K -$918 -152 -1%
LC
164
Lindbrook Capital
California
$78K -$67.2K -11,120 -46%
LF
165
Lantz Financial
Illinois
$78K +$1.46K +241 +2%
OL
166
Optas LLC
Texas
$78K +$4.41K +730 +6%
QCM
167
Quantinno Capital Management
New York
$78K +$79.5K +13,154 New
CAM
168
Cresset Asset Management
Illinois
$77K -$81.2K -13,435 -51%
FIM
169
Freedom Investment Management
Connecticut
$71.3K -$6.02K -996 -8%
KMWM
170
Keudell/Morrison Wealth Management
Oregon
$70K +$5.5K +911 +8%
Prudential Financial
171
Prudential Financial
New Jersey
$69K -$25.3K -4,196 -27%
EVM
172
Evelyn V. Moreno
$68K
PGFC
173
Peapack-Gladstone Financial Corp
New Jersey
$67K +$1.44K +238 +2%
Voloridge Investment Management
174
Voloridge Investment Management
Florida
$67K +$68.7K +11,366 New
VIA
175
Vident Investment Advisory
Georgia
$64K +$69.7K +11,541 New

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.