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Sumitomo Mitsui Financial

323 hedge funds and large institutions have $1.58B invested in Sumitomo Mitsui Financial in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 138 increasing their positions, 103 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

53,556% more call options, than puts

Call options by funds: $47.8M | Put options by funds: $89K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

62% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 26

41% more capital invested

Capital invested by funds: $1.12B → $1.58B (+$462M)

34% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 103

4% more funds holding

Funds holding: 310323 (+13)

0.19% more ownership

Funds ownership: 7.05%7.23% (+0.19%)

Holders
323
Holders Change
+13
Holders Change %
+4.19%
% of All Funds
4.66%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
42
Increased
138
Reduced
103
Closed
26
Calls
$47.8M
Puts
$89K
Net Calls
+$47.7M
Net Calls Change
+$47.7M
Name Holding Trade Value Shares
Change
Change in
Stake
ACC
226
Acorn Creek Capital
Colorado
$178K +$375 +31 +0.2%
TPI
227
Trust Point Inc
Wisconsin
$176K -$64.6K -5,333 -29%
CP
228
Canopy Partners
Ohio
$170K +$5.27K +435 +4%
MOS
229
MGO One Seven
Ohio
$165K +$149K +12,279 New
PMA
230
Prudent Man Advisors
Illinois
$159K -$13.9K -1,148 -9%
Commonwealth Equity Services
231
Commonwealth Equity Services
Massachusetts
$159K +$8.18K +675 +6%
HWM
232
HB Wealth Management
Georgia
$158K
DCM
233
DGS Capital Management
New Jersey
$154K +$139K +11,501 New
FLPIM
234
F.L. Putnam Investment Management
Massachusetts
$153K +$1.16K +96 +0.9%
LFA
235
Legacy Financial Advisors
Kentucky
$150K +$3.22K +266 +2%
AWM
236
Aprio Wealth Management
Georgia
$147K +$132K +10,932 New
X
237
Xponance
Pennsylvania
$146K +$132K +10,858 New
PWM
238
Perigon Wealth Management
California
$143K +$129K +10,679 New
WA
239
Wealthstream Advisors
New York
$143K +$129K +10,661 New
DOA
240
D'Orazio & Associates
Virginia
$141K +$5.56K +459 +5%
SMA
241
Seven Mile Advisory
New Jersey
$141K +$4.11K +339 +3%
OBWG
242
Onyx Bridge Wealth Group
New York
$134K
TRCT
243
Tower Research Capital (TRC)
New York
$130K +$115K +9,477 +4,120%
FFA
244
Farther Finance Advisors
California
$123K +$7.95K +656 +8%
Axa
245
Axa
France
$123K +$25.2K +2,081 +29%
GM
246
GeoWealth Management
Illinois
$119K +$107K +8,862 New
PAM
247
Paradigm Asset Management
New York
$111K
AssetMark Inc
248
AssetMark Inc
California
$94.8K +$2.37K +196 +3%
GRP
249
Global Retirement Partners
California
$88.2K +$2.9K +239 +4%
HCP
250
Hexagon Capital Partners
Arkansas
$79.1K -$2.59K -214 -3%

SMFG Hedge Fund Activity: Q2 2024 in Review

323 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q2 2024, worth a combined $1.58B — up 41% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new SMFG positions and 26 closed out — a net gain of 16 holders — while 138 added to existing stakes and 103 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $16.3M. The largest seller was Invesco, cutting an estimated $7.47M.

  • 323 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q2 2024, up from 310 in Q1 2024.
  • Funds reported $1.58B of Sumitomo Mitsui Financial stock for Q2 2024, up 41% quarter-over-quarter.
  • 42 funds opened new Sumitomo Mitsui Financial positions in Q2 2024 and 26 closed out, a net change of +16 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q2 2024 was Morgan Stanley, an estimated $16.3M added.
  • The largest Sumitomo Mitsui Financial seller in Q2 2024 was Invesco, an estimated $7.47M sold.

Based on aggregated 13F filings for Q2 2024.