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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
JWA
201
JFS Wealth Advisors
Pennsylvania
$14K +$2.16K +358 +17%
BBHC
202
Brown Brothers Harriman & Co
New York
$11K +$8.58K +1,421 +369%
BTI
203
Blue Trust Inc
Georgia
$11K +$10.8K +1,781 New
EBA
204
Eagle Bay Advisors
New York
$9.98K +$10.2K +1,692 New
JFA
205
JNBA Financial Advisors
Minnesota
$9K
ST
206
Smithfield Trust
Pennsylvania
$9K
PI
207
PEAK6 Investments
Illinois
$8.78K +$6.17K +1,021 New
FMP
208
Financial Management Professionals
Texas
$8K -$1.3K -215 -14%
Fifth Third Bancorp
209
Fifth Third Bancorp
Ohio
$8K +$1.11K +183 +16%
AF
210
Allworth Financial
California
$8K +$8.13K +1,345 New
TAIM
211
TD Ameritrade Investment Management
Nebraska
$7K -$5.54K -917 -42%
SWM
212
Spire Wealth Management
Virginia
$7K -$1.56K -259 -17%
HWA
213
HHM Wealth Advisors
Tennessee
$7K +$6.94K +1,149 New
WTA
214
Washington Trust Advisors
Massachusetts
$6K -$7.85K -1,299 -56%
GRP
215
Global Retirement Partners
California
$6K +$1.38K +229 +27%
FHA
216
First Horizon Advisors
Tennessee
$6K +$4.89K +810 +303%
ETI
217
Enterprise Trust & Investment
California
$6K +$6.51K +1,078 New
Bessemer Group
218
Bessemer Group
New Jersey
$5K -$42K -6,946 -90%
WT
219
Washington Trust
Rhode Island
$5K -$689 -114 -11%
BFEC
220
Benjamin F. Edwards & Company
Missouri
$5K +$5.2K +861 New
FDCDDQ
221
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.72K
FCA
222
FinTrust Capital Advisors
South Carolina
$4K
KFP
223
KB Financial Partners
New Jersey
$4K
SC
224
Schubert & Co
Texas
$4K +$4.36K +722 New
FCG
225
Financial Connections Group
California
$3K

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.