Sumitomo Mitsui Financial
SMFG
306 hedge funds and large institutions have $1.04B invested in Sumitomo Mitsui Financial in 2023 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 99 increasing their positions, 103 reducing their positions, and 32 closing their positions.
371% more call options, than puts
Call options by funds: $1.65M | Put options by funds: $349K
128% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 32
13% more funds holding
Funds holding: 272 → 306 (+34)
5% more capital invested
Capital invested by funds: $985M → $1.04B (+$53.1M)
0.54% more ownership
Funds ownership: 7.47% → 8.01% (+0.54%)
4% less repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 103
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$141M |
| 2 |
Millennium Management
New York
|
+$29.4M |
| 3 |
Jane Street
New York
|
+$13.4M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$6.28M |
| 5 |
GS
GTS Securities
New York
|
+$5.12M |
Top Sellers
| 1 |
Lazard Asset Management
New York
|
-$47.4M |
| 2 |
Natixis Advisors
Boston,
Massachusetts
|
-$15.6M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$15.2M |
| 4 |
CFM
Capricorn Fund Managers
London,
United Kingdom
|
-$9.07M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$7.5M |
SMFG Hedge Fund Activity: Q4 2023 in Review
306 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q4 2023, worth a combined $1.04B — up 5.4% from $985M a quarter earlier.
Buyers outnumbered sellers: 73 funds opened new SMFG positions and 32 closed out — a net gain of 41 holders — while 99 added to existing stakes and 103 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $141M. The largest seller was Lazard Asset Management, cutting an estimated $47.4M.
- 306 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q4 2023, up from 272 in Q3 2023.
- Funds reported $1.04B of Sumitomo Mitsui Financial stock for Q4 2023, up 5.4% quarter-over-quarter.
- 73 funds opened new Sumitomo Mitsui Financial positions in Q4 2023 and 32 closed out, a net change of +41 holders.
- The largest Sumitomo Mitsui Financial buyer in Q4 2023 was Morgan Stanley, an estimated $141M added.
- The largest Sumitomo Mitsui Financial seller in Q4 2023 was Lazard Asset Management, an estimated $47.4M sold.
Based on aggregated 13F filings for Q4 2023.