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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
BL
176
Balentine LLC
Georgia
$61K -$75K -12,422 -55%
SCA
177
Snowden Capital Advisors
New York
$61K -$6.03K -998 -9%
DWM
178
Dakota Wealth Management
Florida
$60K +$61.4K +10,166 New
AIA
179
Alera Investment Advisors
Illinois
$60K +$61.6K +10,199 New
BSW
180
Buckingham Strategic Wealth
Missouri
$60K +$61.8K +10,234 New
Citigroup
181
Citigroup
New York
$59K -$46.9K -7,769 -44%
PCG
182
Private Capital Group
Connecticut
$54K -$3.37K -558 -6%
TPCW
183
TD Private Client Wealth
New York
$53.7K -$62K -10,255 -53%
Rockefeller Capital Management
184
Rockefeller Capital Management
New York
$50K -$13K -2,155 -20%
MHR
185
Matthew Hamilton Rosenberg
$46K -$16K -2,655 -26%
HCP
186
Hexagon Capital Partners
Arkansas
$45K +$19.3K +3,191 +72%
Carson Wealth (CWM LLC)
187
Carson Wealth (CWM LLC)
Nebraska
$42K -$38.4K -6,353 -47%
UB
188
UMB Bank
Missouri
$37K -$9.44K -1,563 -20%
VVP
189
Venture Visionary Partners
Ohio
$26.7K +$27.3K +4,521 New
ACM
190
Aquatic Capital Management
Illinois
$25K +$12.7K +2,100 +95%
AssetMark Inc
191
AssetMark Inc
California
$24K -$20.6K -3,411 -46%
SPIA
192
Steward Partners Investment Advisory
New York
$22K
FMII
193
Farmers & Merchants Investments Inc
Nebraska
$21K -$12.8K -2,118 -37%
PFGIA
194
Patriot Financial Group Insurance Agency
Massachusetts
$21K -$2.43K -402 -10%
APA
195
American Portfolios Advisors
New York
$20.1K -$1.44K -239 -7%
FRA
196
Front Row Advisors
California
$20K
CS
197
Credit Suisse
Switzerland
$17K -$918K -151,902 -98%
FPS
198
Fieldpoint Private Securities
Connecticut
$17K -$68.2K -11,294 -80%
GWS
199
Glassman Wealth Services
Virginia
$17K -$1.78K -294 -9%
CCA
200
Column Capital Advisors
Indiana
$15K

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.