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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
Fifth Third Bancorp
201
Fifth Third Bancorp
Ohio
$16K +$9.83K +1,630 +125%
BBHC
202
Brown Brothers Harriman & Co
New York
$15K +$5.19K +860 +48%
CCA
203
Column Capital Advisors
Indiana
$14K
JWA
204
JFS Wealth Advisors
Pennsylvania
$14K +$1.01K +167 +7%
TRCT
205
Tower Research Capital (TRC)
New York
$12K -$116K -19,297 -90%
MCM
206
Manchester Capital Management
Vermont
$12K +$12.7K +2,110 New
EBA
207
Eagle Bay Advisors
New York
$9K
JFA
208
JNBA Financial Advisors
Minnesota
$8K
AF
209
Allworth Financial
California
$7K -$90 -15 -1%
FMP
210
Financial Management Professionals
Texas
$7K
HWA
211
HHM Wealth Advisors
Tennessee
$6K
WTA
212
Washington Trust Advisors
Massachusetts
$6K
CCM
213
Covington Capital Management
California
$6K +$6.39K +1,059 New
CFB
214
Cullen/Frost Bankers
Texas
$6K +$6.77K +1,123 New
TAIM
215
TD Ameritrade Investment Management
Nebraska
$5K -$1.75K -290 -23%
GRP
216
Global Retirement Partners
California
$5K -$1.12K -185 -17%
FHA
217
First Horizon Advisors
Tennessee
$5K +$12 +2 +0.2%
WT
218
Washington Trust
Rhode Island
$5K +$169 +28 +3%
SC
219
Schubert & Co
Texas
$5K +$675 +112 +16%
ST
220
Smithfield Trust
Pennsylvania
$4K -$5.6K -928 -55%
FCA
221
FinTrust Capital Advisors
South Carolina
$4K
CB
222
Community Bank
New York
$4K +$4.25K +705 New
CWM
223
Castle Wealth Management
Florida
$3K
KFP
224
KB Financial Partners
New Jersey
$3K
Bank of Montreal
225
Bank of Montreal
Ontario, Canada
$2.34K -$21K -3,474 -0.8%

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.