We are live on ! Find out more
SMFG icon

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
LF
176
Lantz Financial
Illinois
$111K +$1.59K +250 +2%
IC
177
IEQ Capital
California
$109K -$55.8K -8,758 -39%
DIA
178
Dana Investment Advisors
Wisconsin
$108K
KMWM
179
Keudell/Morrison Wealth Management
Oregon
$108K
TFCP
180
Twin Focus Capital Partners
Massachusetts
$103K -$3.42K -537 -4%
FCH
181
Freestone Capital Holdings
Washington
$101K -$9.48K -1,489 -11%
SCA
182
Snowden Capital Advisors
New York
$97.4K +$77.3K +12,144 New
VFA
183
Valeo Financial Advisors
Indiana
$97.1K +$77.1K +12,104 New
Carson Wealth (CWM LLC)
184
Carson Wealth (CWM LLC)
Nebraska
$96K -$5.8K -910 -7%
EGM
185
Engineers Gate Manager
New York
$95.3K -$73.3K -11,512 -49%
PGFC
186
Peapack-Gladstone Financial Corp
New Jersey
$95K -$389 -61 -0.5%
QT
187
Quantbot Technologies
New York
$95K +$75.4K +11,843 New
IA
188
IFP Advisors
Florida
$94K -$13.3K -2,094 -16%
Citigroup
189
Citigroup
New York
$92.8K -$2.3K -361 -3%
PP
190
PDS Planning
Ohio
$92.3K -$48.5K -7,619 -40%
Prudential Financial
191
Prudential Financial
New Jersey
$91.6K -$4.99K -783 -6%
CGA
192
Channing Global Advisors
Florida
$91.6K +$72.7K +11,420 New
BTI
193
Blue Trust Inc
Georgia
$90K +$66.6K +10,450 +175%
BAM
194
Belpointe Asset Management
Nevada
$88.7K +$70.4K +11,061 New
DWM
195
Dakota Wealth Management
Florida
$87.3K +$1.45K +228 +2%
Commonwealth Equity Services
196
Commonwealth Equity Services
Massachusetts
$85K -$32K -5,019 -32%
UCFA
197
United Capital Financial Advisors
Texas
$84.5K +$67.1K +10,530 New
HW
198
Hancock Whitney
Mississippi
$81K -$12.4K -1,945 -16%
CG
199
Caprock Group
Idaho
$80.4K +$63.9K +10,027 New
Allspring Global Investments
200
Allspring Global Investments
North Carolina
$79.2K -$863K -135,442 -93%

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.