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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
Morgan Stanley
1
Morgan Stanley
New York
$84.2M +$37.6M +6,230,405 +78%
CIM
2
Cowen Investment Management
New York
$58.5M
Goldman Sachs
3
Goldman Sachs
New York
$55.9M +$8M +1,324,493 +16%
Lazard Asset Management
4
Lazard Asset Management
New York
$50.6M -$2.72M -449,916 -5%
BlackRock
5
BlackRock
New York
$39.2M -$2.84M -470,288 -7%
Arrowstreet Capital
6
Arrowstreet Capital
Massachusetts
$34.5M +$19.9M +3,294,864 +129%
CAC
7
Cowen and Company
New York
$33.5M
Wells Fargo
8
Wells Fargo
California
$33.4M -$801K -132,605 -2%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$26.4M +$68.1K +11,265 +0.3%
Jane Street
10
Jane Street
New York
$23.8M +$24.1M +3,985,810 +8,028%
Northern Trust
11
Northern Trust
Illinois
$23.7M +$132K +21,824 +0.5%
Renaissance Technologies
12
Renaissance Technologies
New York
$20.9M -$666K -110,300 -3%
Invesco
13
Invesco
Georgia
$18.4M -$6.26M -1,035,452 -25%
Bank of America
14
Bank of America
North Carolina
$17.5M -$1.39M -229,422 -7%
LP
15
LMR Partners
United Kingdom
$14.8M +$686K +113,526 +5%
CCM
16
Causeway Capital Management
California
$11.1M -$622K -102,908 -5%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$10.2M -$566K -93,764 -5%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$8.59M -$332K -54,981 -4%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$8.39M +$2.23M +368,873 +35%
HT
20
HAP Trading
New York
$7.12M +$7.29M +1,207,075 New
Russell Investments Group
21
Russell Investments Group
United Kingdom
$6.63M +$830K +137,365 +14%
CFM
22
Capricorn Fund Managers
United Kingdom
$5.93M +$6.07M +1,005,212 New
OMC
23
Old Mission Capital
Illinois
$5.51M +$5.17M +855,122 +1,084%
CIBC World Market
24
CIBC World Market
Ontario, Canada
$5.13M +$68.9K +11,405 +1%
Franklin Resources
25
Franklin Resources
California
$5.12M -$1.93M -319,668 -27%

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.