We are live on ! Find out more
SMFG icon

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
FPS
176
Fieldpoint Private Securities
Connecticut
$89K +$819 +115 +0.8%
MCM
177
MAI Capital Management
Ohio
$88K -$3.33K -467 -3%
BPA
178
Beacon Pointe Advisors
California
$88K +$5.64K +792 +6%
TFCP
179
Twin Focus Capital Partners
Massachusetts
$85K +$4.91K +689 +5%
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$85K +$46.1K +6,466 +91%
BOH
181
Bank of Hawaii
Hawaii
$83K +$94.6K +13,274 New
LF
182
Lantz Financial
Illinois
$82K +$92.8K +13,028 New
FIM
183
Freedom Investment Management
Connecticut
$82K +$93.1K +13,074 New
KP
184
Keel Point
Alabama
$78K -$7.54K -1,058 -8%
OL
185
Optas LLC
Texas
$78K +$4.38K +615 +5%
IC
186
Intersect Capital
California
$76K -$40.4K -5,668 -32%
QT
187
Quantbot Technologies
New York
$75K +$43.1K +6,044 +101%
Thrivent Financial for Lutherans
188
Thrivent Financial for Lutherans
Minnesota
$73K -$9.7K -1,361 -11%
EVM
189
Evelyn V. Moreno
$73K +$82.5K +11,577 New
SCA
190
Snowden Capital Advisors
New York
$71K +$69.5K +9,761 +595%
PGFC
191
Peapack-Gladstone Financial Corp
New Jersey
$70K +$3.47K +487 +5%
KMWM
192
Keudell/Morrison Wealth Management
Oregon
$69K +$78K +10,952 New
Rockefeller Capital Management
193
Rockefeller Capital Management
New York
$66K +$5.55K +779 +8%
MF
194
Manchester Financial
California
$65K
MHR
195
Matthew Hamilton Rosenberg
$65K
PCG
196
Private Capital Group
Connecticut
$61K -$19.9K -2,795 -22%
Bessemer Group
197
Bessemer Group
New Jersey
$49K -$10.4K -1,463 -16%
UB
198
UMB Bank
Missouri
$49K -$7 -1 -0%
AssetMark Inc
199
AssetMark Inc
California
$46K +$24.3K +3,411 +85%
JWM
200
Janiczek Wealth Management
Colorado
$44K

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.