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Sumitomo Mitsui Financial

347 hedge funds and large institutions have $1.49B invested in Sumitomo Mitsui Financial in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 149 increasing their positions, 100 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

12,702% more call options, than puts

Call options by funds: $50.6M | Put options by funds: $395K

75% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 28

49% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 100

28% more capital invested

Capital invested by funds: $1.16B → $1.49B (+$327M)

5% more funds holding

Funds holding: 332347 (+15)

4.54% less ownership

Funds ownership: 7.15%2.61% (-4.5%)

Holders
347
Holders Change
+15
Holders Change %
+4.52%
% of All Funds
4.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
49
Increased
149
Reduced
100
Closed
28
Calls
$50.6M
Puts
$395K
Net Calls
+$50.2M
Net Calls Change
+$5.56M
Name Holding Trade Value Shares
Change
Change in
Stake
CGA
226
Channing Global Advisors
Florida
$190K +$3.06K +223 +2%
TPI
227
Trust Point Inc
Wisconsin
$186K -$371 -27 -0.2%
RCAG
228
Rehmann Capital Advisory Group
Michigan
$186K -$5.17K -376 -3%
X
229
Xponance
Pennsylvania
$184K +$7.95K +579 +5%
LFA
230
Legacy Financial Advisors
Kentucky
$184K +$8.13K +592 +5%
CP
231
Canopy Partners
Ohio
$181K +$137 +10 +0.1%
HWM
232
HB Wealth Management
Georgia
$180K -$11.7K -855 -6%
STA
233
Summit Trail Advisors
New York
$180K -$5.15K -375 -3%
BTI
234
Blue Trust Inc
Georgia
$178K -$359K -26,146 -68%
SWP
235
Stratos Wealth Partners
Ohio
$177K +$168K +12,241 New
OL
236
Optas LLC
Texas
$175K -$29.5K -2,145 -15%
AGC
237
Aspen Grove Capital
Colorado
$174K +$165K +11,991 New
PMA
238
Prudent Man Advisors
Illinois
$172K
C
239
Certuity
Florida
$169K +$19.9K +1,450 +14%
WA
240
Wealthstream Advisors
New York
$166K +$10.9K +794 +7%
SQA
241
Simon Quick Advisors
New Jersey
$163K +$154K +11,228 New
WSFS
242
Wilmington Savings Fund Society
Delaware
$162K -$2.47K -180 -2%
FCH
243
Freestone Capital Holdings
Washington
$161K +$153K +11,107 New
FLPIM
244
F.L. Putnam Investment Management
Massachusetts
$159K +$3.86K +281 +3%
FFA
245
Farther Finance Advisors
California
$159K +$10.5K +763 +7%
CIA
246
Choate Investment Advisors
Massachusetts
$156K +$148K +10,797 New
HSBC Holdings
247
HSBC Holdings
United Kingdom
$153K -$64.9K -4,724 -31%
AP
248
Adero Partners
California
$152K +$144K +10,477 New
EWM
249
Empirical Wealth Management
Washington
$151K +$143K +10,417 New
CGL
250
Clarius Group LLC
Washington
$149K -$19K -1,381 -12%

SMFG Hedge Fund Activity: Q4 2024 in Review

347 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q4 2024, worth a combined $1.49B — up 28% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SMFG positions and 28 closed out — a net gain of 21 holders — while 149 added to existing stakes and 100 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $101M. The largest seller was Arrowstreet Capital, cutting an estimated $18.4M.

  • 347 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q4 2024, up from 332 in Q3 2024.
  • Funds reported $1.49B of Sumitomo Mitsui Financial stock for Q4 2024, up 28% quarter-over-quarter.
  • 49 funds opened new Sumitomo Mitsui Financial positions in Q4 2024 and 28 closed out, a net change of +21 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q4 2024 was Morgan Stanley, an estimated $101M added.
  • The largest Sumitomo Mitsui Financial seller in Q4 2024 was Arrowstreet Capital, an estimated $18.4M sold.

Based on aggregated 13F filings for Q4 2024.