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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
Morgan Stanley
1
Morgan Stanley
New York
$107M -$14.6M -2,297,622 -15%
Goldman Sachs
2
Goldman Sachs
New York
$79.4M -$4.44M -697,710 -7%
Lazard Asset Management
3
Lazard Asset Management
New York
$65.9M -$1.2M -188,824 -2%
CIM
4
Cowen Investment Management
New York
$53.3M -$3.5M -550,000 -8%
BlackRock
5
BlackRock
New York
$47M -$7.71M -1,209,917 -17%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$44.8M +$7.93M +1,244,973 +29%
Wells Fargo
7
Wells Fargo
California
$43.8M -$1.13M -177,163 -3%
Invesco
8
Invesco
Georgia
$36.8M -$4.09M -642,884 -12%
Northern Trust
9
Northern Trust
Illinois
$30.6M -$1.39M -218,454 -5%
CAC
10
Cowen and Company
New York
$27M -$1.95M -306,375 -8%
Bank of America
11
Bank of America
North Carolina
$25.5M +$2.12M +333,173 +12%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$24.6M -$9.48M -1,488,947 -33%
Renaissance Technologies
13
Renaissance Technologies
New York
$21.5M -$2.61M -409,300 -13%
Jane Street
14
Jane Street
New York
$21.1M +$8.2M +1,287,356 +96%
Citadel Advisors
15
Citadel Advisors
Florida
$15.1M +$11.7M +1,830,017 +3,462%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$15M -$412K -64,691 -3%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$14.1M +$138K +21,658 +1%
CCM
18
Causeway Capital Management
California
$13M -$673K -105,731 -6%
Marshall Wace
19
Marshall Wace
United Kingdom
$10.4M -$2.54M -399,394 -24%
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$9.93M +$7.89M +1,238,263 New
Voloridge Investment Management
21
Voloridge Investment Management
Florida
$7.96M +$4.5M +707,145 +248%
Franklin Resources
22
Franklin Resources
California
$7.28M +$35.6K +5,582 +0.6%
CIBC World Market
23
CIBC World Market
Ontario, Canada
$6.83M +$14.3K +2,250 +0.3%
American Century Companies
24
American Century Companies
Missouri
$6.5M +$1.6M +251,651 +45%
CIBC Asset Management
25
CIBC Asset Management
Ontario, Canada
$5.81M +$4.61M +724,610 New

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.