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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
Citigroup
176
Citigroup
New York
$66K +$12.3K +2,035 +21%
BRWA
177
B. Riley Wealth Advisors
Florida
$66K +$71.7K +11,890 New
PGFC
178
Peapack-Gladstone Financial Corp
New Jersey
$65K +$3.12K +517 +5%
EVM
179
Evelyn V. Moreno
$64K
TSS
180
Two Sigma Securities
New York
$60K +$66K +10,951 New
DWM
181
Dakota Wealth Management
Florida
$59K +$2.96K +490 +5%
AIA
182
Alera Investment Advisors
Illinois
$59K +$3.12K +518 +5%
BPA
183
Beacon Pointe Advisors
California
$57K -$18.6K -3,091 -23%
Neuberger Berman Group
184
Neuberger Berman Group
New York
$55K +$60.3K +10,002 New
HCP
185
Hexagon Capital Partners
Arkansas
$54K +$13.4K +2,214 +29%
ACM
186
Aquatic Capital Management
Illinois
$47K +$25.3K +4,200 +98%
TPCW
187
TD Private Client Wealth
New York
$45.1K -$5.46K -906 -10%
MHR
188
Matthew Hamilton Rosenberg
$42K
Rockefeller Capital Management
189
Rockefeller Capital Management
New York
$36K -$10.8K -1,787 -21%
BTI
190
Blue Trust Inc
Georgia
$36K +$25.3K +4,199 +236%
PAM
191
Paradigm Asset Management
New York
$34.6K +$38K +6,300 New
Axa
192
Axa
France
$30.3K +$33.2K +5,511 New
UB
193
UMB Bank
Missouri
$30K -$4.33K -718 -12%
EWA
194
EverSource Wealth Advisors
Alabama
$26K +$26.1K +4,327 +1,166%
GWS
195
Glassman Wealth Services
Virginia
$23K +$8.85K +1,468 +52%
AssetMark Inc
196
AssetMark Inc
California
$22K
SPIA
197
Steward Partners Investment Advisory
New York
$21K
Bessemer Group
198
Bessemer Group
New Jersey
$21K +$18.7K +3,094 +392%
APA
199
American Portfolios Advisors
New York
$21K +$2.41K +400 +12%
FMII
200
Farmers & Merchants Investments Inc
Nebraska
$20K

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.