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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
IPW
251
Impact Partnership Wealth
Georgia
$1.93K +$1.85K +224 New
CWP
252
Concord Wealth Partners
Virginia
$1.77K
FSWA
253
Financial Synergies Wealth Advisors
Texas
$1.57K
Northwestern Mutual Wealth Management
254
Northwestern Mutual Wealth Management
Wisconsin
$1.2K -$2.11K -255 -65%
AWM
255
Abound Wealth Management
Tennessee
$1.01K +$975 +118 New
TSWM
256
Tyler-Stone Wealth Management
Ohio
$1K +$1.26K +153 New
TFGT
257
TS Financial Group (TSFG)
Illinois
$1K +$1.43K +173 New
FGAM
258
Financial Gravity Asset Management
Texas
$702 +$74 +9 New
GBT
259
Grove Bank & Trust
Florida
$645 -$207 -25 -25%
BIA
260
Bell Investment Advisors
California
$542
CAS
261
Coppell Advisory Solutions
Texas
$492 +$471 +57 New
GJIA
262
Glass Jacobson Investment Advisors
Maryland
$439 +$421 +51 New
JWM
263
Janiczek Wealth Management
Colorado
$43
SSB
264
Sandy Spring Bank
Maryland
$17 +$17 +2 New
TWC
265
TD Waterhouse Canada
Ontario, Canada
$9
SC
266
Samlyn Capital
New York
-$20.1M -2,517,702 Closed
XC
267
XY Capital
Hong Kong
-$5.95M -743,782 Closed
CFM
268
Capricorn Fund Managers
United Kingdom
-$3.87M -483,405 Closed
HT
269
HAP Trading
New York
-$1.64M -204,405 Closed
SIGI
270
Susquehanna International Group (Ireland)
Ireland
-$874K -109,268 Closed
USCWA
271
U.S. Capital Wealth Advisors
Texas
-$783K -97,849 Closed
BFM
272
Boothbay Fund Management
New York
-$747K -93,379 Closed
XT
273
XTX Topco
Cayman Islands
-$422K -52,698 Closed
CSS
274
Cubist Systematic Strategies
Connecticut
-$284K -35,482 Closed
LP
275
LMR Partners
United Kingdom
-$220K -27,515 Closed

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.