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Sumitomo Mitsui Financial

332 hedge funds and large institutions have $1.16B invested in Sumitomo Mitsui Financial in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 144 increasing their positions, 104 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

38,789% more call options, than puts

Call options by funds: $44.7M | Put options by funds: $115K

38% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 104

34% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 32

3% more funds holding

Funds holding: 323332 (+9)

0.09% less ownership

Funds ownership: 7.23%7.15% (-0.09%)

27% less capital invested

Capital invested by funds: $1.58B → $1.16B (-$419M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
332
Holders Change
+9
Holders Change %
+2.79%
% of All Funds
4.77%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
43
Increased
144
Reduced
104
Closed
32
Calls
$44.7M
Puts
$115K
Net Calls
+$44.6M
Net Calls Change
-$3.06M
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
226
Alera Investment Advisors
Illinois
$168K -$46.1K -3,491 -21%
HWM
227
HB Wealth Management
Georgia
$168K +$20.4K +1,541 +13%
RCAG
228
Rehmann Capital Advisory Group
Michigan
$167K -$4.32K -327 -2%
TPI
229
Trust Point Inc
Wisconsin
$163K -$3.49K -264 -2%
CGA
230
Channing Global Advisors
Florida
$163K -$265K -20,051 -61%
STA
231
Summit Trail Advisors
New York
$162K +$169K +12,810 New
TFA
232
Transamerica Financial Advisors
Florida
$159K +$161K +12,182 +2,993%
CP
233
Canopy Partners
Ohio
$157K -$2.64K -200 -2%
Arrowstreet Capital
234
Arrowstreet Capital
Massachusetts
$154K +$17.8M +1,350,546 +337%
X
235
Xponance
Pennsylvania
$153K +$16.7K +1,267 +12%
LFA
236
Legacy Financial Advisors
Kentucky
$153K +$11.8K +891 +8%
PMA
237
Prudent Man Advisors
Illinois
$150K
AWM
238
Aprio Wealth Management
Georgia
$149K +$11.4K +863 +8%
CGL
239
Clarius Group LLC
Washington
$147K -$28.6K -2,167 -16%
Focus Partners Wealth
240
Focus Partners Wealth
Massachusetts
$144K +$151K +11,421 New
WSFS
241
Wilmington Savings Fund Society
Delaware
$143K +$150K +11,341 New
SC
242
Syon Capital
California
$142K +$149K +11,253 New
MOS
243
MGO One Seven
Ohio
$140K -$15.3K -1,160 -9%
WIA
244
World Investment Advisors
California
$140K +$146K +11,079 New
SC
245
Savant Capital
Illinois
$139K -$54.5K -4,130 -27%
FLPIM
246
F.L. Putnam Investment Management
Massachusetts
$135K -$8.78K -665 -6%
WA
247
Wealthstream Advisors
New York
$135K +$370 +28 +0.3%
CC
248
Centiva Capital
New York
$134K -$49.2K -3,723 -26%
SMA
249
Seven Mile Advisory
New Jersey
$133K +$581 +44 +0.4%
C
250
Certuity
Florida
$129K +$135K +10,207 New

SMFG Hedge Fund Activity: Q3 2024 in Review

332 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q3 2024, worth a combined $1.16B — down 27% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new SMFG positions and 32 closed out — a net gain of 11 holders — while 144 added to existing stakes and 104 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $37.6M. The largest seller was Groupama Asset Management, exiting entirely with an estimated $301M sold.

  • 332 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q3 2024, up from 323 in Q2 2024.
  • Funds reported $1.16B of Sumitomo Mitsui Financial stock for Q3 2024, down 27% quarter-over-quarter.
  • 43 funds opened new Sumitomo Mitsui Financial positions in Q3 2024 and 32 closed out, a net change of +11 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q3 2024 was Morgan Stanley, an estimated $37.6M added.
  • The largest Sumitomo Mitsui Financial seller in Q3 2024 was Groupama Asset Management, an estimated $301M sold.

Based on aggregated 13F filings for Q3 2024.