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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
AssetMark Inc
201
AssetMark Inc
California
$72.8K +$32.4K +5,090 +128%
TPCW
202
TD Private Client Wealth
New York
$66.4K +$535 +84 +1%
MHR
203
Matthew Hamilton Rosenberg
$61.8K
PAM
204
Paradigm Asset Management
New York
$50.5K
HCP
205
Hexagon Capital Partners
Arkansas
$46.1K -$26.1K -4,102 -42%
Axa
206
Axa
France
$39.2K -$3.95K -620 -11%
FCA
207
Fortis Capital Advisors
Kansas
$36.8K +$29.2K +4,583 New
SPIA
208
Steward Partners Investment Advisory
New York
$29.9K
GWS
209
Glassman Wealth Services
Virginia
$29.2K -$4.04K -635 -15%
FMII
210
Farmers & Merchants Investments Inc
Nebraska
$28.5K
TRCT
211
Tower Research Capital (TRC)
New York
$25K +$6.18K +970 +45%
CS
212
Comerica Securities
Michigan
$21.9K +$17.4K +2,729 New
PCM
213
Perritt Capital Management
Illinois
$20.1K +$15.9K +2,500 New
CCA
214
Column Capital Advisors
Indiana
$19.9K
Dimensional Fund Advisors
215
Dimensional Fund Advisors
Texas
$18.4K +$3.88M +609,915 +36%
JWA
216
JFS Wealth Advisors
Pennsylvania
$18.2K -$1.97K -309 -12%
NA
217
NewEdge Advisors
Louisiana
$15.4K +$12.2K +1,915 New
EWA
218
EverSource Wealth Advisors
Alabama
$15.1K -$17.9K -2,818 -60%
MCM
219
Manchester Capital Management
Vermont
$14.8K -$1.68K -263 -12%
EBA
220
Eagle Bay Advisors
New York
$13.6K
JFA
221
JNBA Financial Advisors
Minnesota
$11.8K
Fifth Third Bancorp
222
Fifth Third Bancorp
Ohio
$10.2K -$10.6K -1,658 -57%
FHA
223
First Horizon Advisors
Tennessee
$9.79K +$904 +142 +13%
HWA
224
HHM Wealth Advisors
Tennessee
$9.21K
FMP
225
Financial Management Professionals
Texas
$9K -$1.41K -222 -16%

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.