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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
WFI
151
West Family Investments
California
$167K -$544K -85,390 -80%
CAN
152
Cetera Advisor Networks
California
$165K +$131K +20,527 New
WRPWM
153
Werba Rubin Papier Wealth Management
California
$164K +$131K +20,500 New
PMA
154
Prudent Man Advisors
Illinois
$157K +$36.7K +5,769 +42%
HNB
155
Huntington National Bank
Ohio
$155K -$2.47K -388 -2%
RWMG
156
Redwood Wealth Management Group
New Jersey
$153K +$122K +19,087 New
VIA
157
Vident Investment Advisory
Georgia
$151K -$12.7K -1,988 -10%
BP
158
Ballentine Partners
Massachusetts
$148K +$28.1K +4,415 +31%
IWA
159
Icon Wealth Advisors
Texas
$147K -$6.22K -977 -5%
State Street
160
State Street
Massachusetts
$145K +$26.5K +4,160 +30%
RCAG
161
Rehmann Capital Advisory Group
Michigan
$145K -$879 -138 -0.8%
Rockefeller Capital Management
162
Rockefeller Capital Management
New York
$140K +$67.7K +10,628 +154%
NRC
163
New Republic Capital
North Carolina
$136K +$108K +16,999 New
KeyBank National Association
164
KeyBank National Association
Ohio
$125K -$27.1K -4,261 -21%
Balyasny Asset Management
165
Balyasny Asset Management
Illinois
$124K -$292K -45,785 -75%
LC
166
Lindbrook Capital
California
$123K -$841 -132 -0.9%
GT
167
Glenmede Trust
Pennsylvania
$121K +$96.2K +15,099 New
SG Americas Securities
168
SG Americas Securities
New York
$119K +$94.3K +14,811 New
II
169
Inspire Investing
Idaho
$118K -$5.64K -885 -6%
Millennium Management
170
Millennium Management
New York
$118K -$88.2K -13,842 -48%
MGWM
171
Marks Group Wealth Management
Minnesota
$115K
WANY
172
Wealthspire Advisors (New York)
New York
$115K +$91.4K +14,350 New
KP
173
Keel Point
Alabama
$113K -$6.25K -982 -7%
CGL
174
Clarius Group LLC
Washington
$113K -$82.8K -12,999 -48%
DWM
175
Drive Wealth Management
Utah
$112K +$3.97K +624 +5%

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.