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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
IA
251
IFP Advisors
Florida
$78.2K +$10.5K +869 +18%
PFBT
252
Parkside Financial Bank & Trust
Missouri
$77.9K
HNB
253
Huntington National Bank
Ohio
$71.7K +$13.2K +1,086 +25%
HT
254
Headlands Technologies
Illinois
$69.9K -$61.2K -5,050 -49%
MHR
255
Matthew Hamilton Rosenberg
$69.2K
ATPW
256
Ashton Thomas Private Wealth
Arizona
$59.1K +$53.4K +4,405 New
EC
257
EntryPoint Capital
New York
$54.8K +$35.4K +2,925 +251%
ZB
258
Zions Bancorporation
Utah
$53.1K -$8.33K -688 -15%
BGAI
259
Bruce G. Allen Investments
Colorado
$48.8K +$2.42K +200 +6%
FMII
260
Farmers & Merchants Investments Inc
Nebraska
$47.7K
RIL
261
Rothschild Investment LLC
Illinois
$45.2K +$29.5K +2,433 +259%
SPIA
262
Steward Partners Investment Advisory
New York
$44K -$20.8K -1,714 -34%
RFS
263
Richardson Financial Services
Massachusetts
$33.7K +$279 +23 +0.9%
PCM
264
Perritt Capital Management
Illinois
$33.5K
EWA
265
EverSource Wealth Advisors
Alabama
$32.7K -$3.44K -284 -11%
FHA
266
First Horizon Advisors
Tennessee
$31.6K -$1.44K -119 -5%
JWA
267
JFS Wealth Advisors
Pennsylvania
$30.5K
AA
268
Addison Advisors
Vermont
$25.2K +$22.7K +1,877 New
RA
269
Rise Advisors
New York
$24.1K
CIBC Private Wealth Group
270
CIBC Private Wealth Group
Georgia
$23.2K -$4.87K -402 -19%
Fifth Third Bancorp
271
Fifth Third Bancorp
Ohio
$22.1K -$1.09K -90 -5%
AF
272
Allworth Financial
California
$20.6K +$1.73K +143 +11%
NS
273
NBC Securities
Alabama
$19K -$13.6K -1,123 -43%
CFM
274
Catalyst Funds Management
Australia
$16.1K
FMP
275
Financial Management Professionals
Texas
$15K +$2.94K +243 +29%

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.