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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
PPA
1
Parametric Portfolio Associates
Washington
$72.7M -$741K -104,052 -0.9%
CIM
2
Cowen Investment Management
New York
$62.2M -$3.17M -445,000 -4%
Lazard Asset Management
3
Lazard Asset Management
New York
$56.6M +$498K +69,960 +0.8%
Goldman Sachs
4
Goldman Sachs
New York
$51.1M -$9.2M -1,291,769 -14%
Morgan Stanley
5
Morgan Stanley
New York
$50.4M -$6.52M -915,261 -10%
BlackRock
6
BlackRock
New York
$44.6M -$659K -92,527 -1%
Wells Fargo
7
Wells Fargo
California
$36.3M +$7.62M +1,069,075 +23%
CAC
8
Cowen and Company
New York
$35.6M -$2.14M -300,000 -5%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$28M -$2.88M -404,957 -8%
Invesco
10
Invesco
Georgia
$26.1M +$28.9M +4,057,499 +4,170%
Northern Trust
11
Northern Trust
Illinois
$25M -$1.36M -190,611 -5%
Renaissance Technologies
12
Renaissance Technologies
New York
$22.9M -$248K -34,800 -0.9%
Bank of America
13
Bank of America
North Carolina
$20M +$1.43M +201,052 +7%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$16M +$15.3M +2,149,935 +527%
LP
15
LMR Partners
United Kingdom
$15.3M -$2.55M -357,479 -13%
CCM
16
Causeway Capital Management
California
$12.4M -$280K -39,305 -2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$11.4M -$218K -30,589 -2%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$10.6M -$158K -22,246 -1%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$9.47M +$1.96M +275,668 +22%
Qube Research & Technologies (QRT)
20
Qube Research & Technologies (QRT)
United Kingdom
$8.02M +$7.02M +985,602 +337%
Franklin Resources
21
Franklin Resources
California
$7.44M +$358K +50,203 +4%
Citadel Advisors
22
Citadel Advisors
Florida
$7.35M +$6.94M +973,966 +492%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$6.6M +$3M +420,927 +67%
Russell Investments Group
24
Russell Investments Group
United Kingdom
$6.19M -$228K -31,973 -3%
CIBC World Market
25
CIBC World Market
Ontario, Canada
$5.38M +$26.9K +3,782 +0.4%

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.