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Sumitomo Mitsui Financial

265 hedge funds and large institutions have $937M invested in Sumitomo Mitsui Financial in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 120 increasing their positions, 77 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

749% more call options, than puts

Call options by funds: $1.15M | Put options by funds: $136K

56% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 77

7% more capital invested

Capital invested by funds: $873M → $937M (+$63.3M)

0.16% more ownership

Funds ownership: 7.98%8.14% (+0.16%)

0% more funds holding

Funds holding: 265265 (0)

0% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 28

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
265
Holders Change
Holders Change %
0%
% of All Funds
4.16%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
28
Increased
120
Reduced
77
Closed
28
Calls
$1.15M
Puts
$136K
Net Calls
+$1.02M
Net Calls Change
+$132K
Name Holding Trade Value Shares
Change
Change in
Stake
FMP
226
Financial Management Professionals
Texas
$10K -$859 -104 -8%
Toronto Dominion Bank
227
Toronto Dominion Bank
Ontario, Canada
$9K
PI
228
PEAK6 Investments
Illinois
$8.78K +$446 +54 +6%
GKIM
229
GW&K Investment Management
Massachusetts
$8K +$7.21K +873 New
MCM
230
Manchester Capital Management
Vermont
$7.43K -$8.12K -983 -53%
AF
231
Allworth Financial
California
$6.45K -$1.22K -148 -16%
FCA
232
FinTrust Capital Advisors
South Carolina
$5.93K
CIA
233
Cape Investment Advisory
Georgia
$5.88K +$1.42K +172 +34%
KFP
234
KB Financial Partners
New Jersey
$5K
BG
235
Bollard Group
Massachusetts
$5K +$4.92K +595 New
WT
236
Washington Trust
Rhode Island
$4.7K -$58 -7 -1%
HI
237
Harbour Investments
Wisconsin
$4.7K +$2.86K +346 +173%
SWM
238
Spire Wealth Management
Virginia
$4.52K
FCG
239
Financial Connections Group
California
$4K
National Bank of Canada
240
National Bank of Canada
Quebec, Canada
$3.95K +$3.81K +461 New
CFGS
241
Concourse Financial Group Securities
Alabama
$3.67K +$785 +95 +29%
PFBT
242
Parkside Financial Bank & Trust
Missouri
$3.03K +$2.91K +352 New
AWM
243
Avior Wealth Management
Nebraska
$2.93K +$653 +79 +30%
M
244
MOTCO
Texas
$2.48K +$2.39K +289 New
NRG
245
Nemes Rush Group
Michigan
$2.45K +$2.35K +285 New
BWM
246
Baystate Wealth Management
Massachusetts
$2.32K
Kayne Anderson Rudnick Investment Management
247
Kayne Anderson Rudnick Investment Management
California
$2.3K +$2.02K +245 +1,114%
CWC
248
Carolinas Wealth Consulting
North Carolina
$2.29K -$132 -16 -6%
TAIM
249
TD Ameritrade Investment Management
Nebraska
$2K
FFA
250
Farther Finance Advisors
California
$1.98K

SMFG Hedge Fund Activity: Q2 2023 in Review

265 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q2 2023, worth a combined $937M — up 7.2% from $873M a quarter earlier.

Fund positioning in SMFG was balanced in Q2 2023: 28 funds opened new positions, 28 closed out, 120 added to existing stakes and 77 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $19.2M. The largest seller was Samlyn Capital, exiting entirely with an estimated $20.1M sold.

  • 265 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $937M of Sumitomo Mitsui Financial stock for Q2 2023, up 7.2% quarter-over-quarter.
  • 28 funds opened new Sumitomo Mitsui Financial positions in Q2 2023 and 28 closed out, a net change of 0 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q2 2023 was Lazard Asset Management, an estimated $19.2M added.
  • The largest Sumitomo Mitsui Financial seller in Q2 2023 was Samlyn Capital, an estimated $20.1M sold.

Based on aggregated 13F filings for Q2 2023.