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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
FMII
201
Farmers & Merchants Investments Inc
Nebraska
$36K +$38.2K +5,364 +1,719%
HNB
202
Huntington National Bank
Ohio
$34K +$38.1K +5,354 +535,400%
HCP
203
Hexagon Capital Partners
Arkansas
$28K
PFGIA
204
Patriot Financial Group Insurance Agency
Massachusetts
$25K +$4.41K +619 +18%
SPIA
205
Steward Partners Investment Advisory
New York
$23K
APA
206
American Portfolios Advisors
New York
$22.9K
FRA
207
Front Row Advisors
California
$22K -$1.13K -158 -4%
GWS
208
Glassman Wealth Services
Virginia
$19K +$5.14K +722 +30%
PFS
209
Prospera Financial Services
Texas
$18K +$19.9K +2,798 New
CCA
210
Column Capital Advisors
Indiana
$16K
WTA
211
Washington Trust Advisors
Massachusetts
$15K
ACM
212
Aquatic Capital Management
Illinois
$14K -$10.7K -1,500 -41%
TAIM
213
TD Ameritrade Investment Management
Nebraska
$14K -$3.68K -517 -19%
JWA
214
JFS Wealth Advisors
Pennsylvania
$13K +$11.8K +1,651 +406%
EWA
215
EverSource Wealth Advisors
Alabama
$11K +$1.32K +185 +12%
ST
216
Smithfield Trust
Pennsylvania
$11K +$12K +1,689 New
MCM
217
Manchester Capital Management
Vermont
$10K -$1.52K -214 -12%
FMP
218
Financial Management Professionals
Texas
$10K +$1.2K +168 +12%
JFA
219
JNBA Financial Advisors
Minnesota
$9K -$1.6K -225 -13%
SWM
220
Spire Wealth Management
Virginia
$9K -$1.33K -187 -11%
AF
221
Advisornet Financial
Minnesota
$9K -$1.12K -157 -10%
Fifth Third Bancorp
222
Fifth Third Bancorp
Ohio
$7K -$3.19K -448 -29%
Northwestern Mutual Wealth Management
223
Northwestern Mutual Wealth Management
Wisconsin
$6K -$23K -3,230 -77%
EI
224
Ellevest Inc
New York
$6K -$5.09K -715 -45%
WT
225
Washington Trust
Rhode Island
$6K +$128 +18 +2%

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.