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Sumitomo Mitsui Financial

243 hedge funds and large institutions have $621M invested in Sumitomo Mitsui Financial in 2022 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 105 increasing their positions, 72 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 72

23% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 26

0% more funds holding

Funds holding: 243243 (0)

0.48% less ownership

Funds ownership: 8.73%8.25% (-0.48%)

12% less capital invested

Capital invested by funds: $705M → $621M (-$84.2M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
243
Holders Change
Holders Change %
0%
% of All Funds
4.19%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
32
Increased
105
Reduced
72
Closed
26
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
-$275K
Name Holding Trade Value Shares
Change
Change in
Stake
SI
151
Stephens Inc
Arkansas
$101K +$440 +73 +0.4%
RCAG
152
Rehmann Capital Advisory Group
Michigan
$99.9K -$19.7K -3,271 -15%
KLC
153
Knowledge Leaders Capital
Colorado
$97K
JF
154
Jump Financial
Illinois
$91K +$99.8K +16,540 New
Commonwealth Equity Services
155
Commonwealth Equity Services
Massachusetts
$86K -$9.2K -1,526 -9%
II
156
Inspire Investing
Idaho
$86K +$296 +49 +0.3%
LC
157
Lindbrook Capital
California
$85K +$14K +2,323 +18%
KP
158
Keel Point
Alabama
$83K -$5.37K -890 -6%
BDF
159
Balasa Dinverno & Foltz
$83K +$1.54K +255 +2%
MGWM
160
Marks Group Wealth Management
Minnesota
$79K
FCH
161
Freestone Capital Holdings
Washington
$78K -$239K -39,659 -74%
State Street
162
State Street
Massachusetts
$77K -$3.13M -518,766 -97%
BP
163
Ballentine Partners
Massachusetts
$77K -$688 -114 -0.8%
PMA
164
Prudent Man Advisors
Illinois
$76K
LF
165
Lantz Financial
Illinois
$75K +$1.96K +325 +2%
DIA
166
Dana Investment Advisors
Wisconsin
$74K -$8.87K -1,471 -10%
CAM
167
Cresset Asset Management
Illinois
$74K +$4.93K +817 +6%
KMWM
168
Keudell/Morrison Wealth Management
Oregon
$74K +$9.51K +1,577 +13%
DWM
169
Drive Wealth Management
Utah
$74K +$80.7K +13,376 New
TFCP
170
Twin Focus Capital Partners
Massachusetts
$73K
Carson Wealth (CWM LLC)
171
Carson Wealth (CWM LLC)
Nebraska
$71K +$33.9K +5,628 +78%
P
172
Pitcairn
Pennsylvania
$70K +$76.4K +12,671 New
Prudential Financial
173
Prudential Financial
New Jersey
$69K +$3.55K +589 +5%
OL
174
Optas LLC
Texas
$68K -$4.95K -820 -6%
HW
175
Hancock Whitney
Mississippi
$66K -$17.6K -2,916 -19%

SMFG Hedge Fund Activity: Q3 2022 in Review

243 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q3 2022, worth a combined $621M — down 12% from $705M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SMFG positions and 26 closed out — a net gain of 6 holders — while 105 added to existing stakes and 72 trimmed.

The largest buyer was Invesco, adding an estimated $12.7M. The largest seller was Cowen Investment Management, cutting an estimated $16.4M.

  • 243 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $621M of Sumitomo Mitsui Financial stock for Q3 2022, down 12% quarter-over-quarter.
  • 32 funds opened new Sumitomo Mitsui Financial positions in Q3 2022 and 26 closed out, a net change of +6 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q3 2022 was Invesco, an estimated $12.7M added.
  • The largest Sumitomo Mitsui Financial seller in Q3 2022 was Cowen Investment Management, an estimated $16.4M sold.

Based on aggregated 13F filings for Q3 2022.