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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
FFA
251
Farther Finance Advisors
California
$129K +$13.3K +1,007 +11%
DOA
252
D'Orazio & Associates
Virginia
$128K -$5.03K -381 -4%
OBWG
253
Onyx Bridge Wealth Group
New York
$126K
GRP
254
Global Retirement Partners
California
$111K +$28.9K +2,190 +33%
AssetMark Inc
255
AssetMark Inc
California
$110K +$22K +1,669 +24%
GM
256
GeoWealth Management
Illinois
$110K -$2.11K -160 -2%
Axa
257
Axa
France
$92.9K -$24.4K -1,848 -20%
PAM
258
Paradigm Asset Management
New York
$89.7K -$15.8K -1,200 -14%
HCP
259
Hexagon Capital Partners
Arkansas
$79K +$4.7K +356 +6%
PFBT
260
Parkside Financial Bank & Trust
Missouri
$75.5K +$2.25K +170 +3%
MHR
261
Matthew Hamilton Rosenberg
$65K
HNB
262
Huntington National Bank
Ohio
$61.8K -$5.96K -451 -8%
BGAI
263
Bruce G. Allen Investments
Colorado
$53.1K +$7.47K +566 +16%
RIL
264
Rothschild Investment LLC
Illinois
$46.1K +$3.65K +276 +8%
FMII
265
Farmers & Merchants Investments Inc
Nebraska
$44.9K
ZB
266
Zions Bancorporation
Utah
$42.3K -$8.04K -609 -15%
IA
267
IFP Advisors
Florida
$39.3K -$35.9K -2,721 -47%
RFS
268
Richardson Financial Services
Massachusetts
$34.2K +$568 +43 +2%
SPIA
269
Steward Partners Investment Advisory
New York
$34.2K -$7.57K -573 -17%
PCM
270
Perritt Capital Management
Illinois
$31.6K
JWA
271
JFS Wealth Advisors
Pennsylvania
$30.5K +$1.81K +137 +6%
FHA
272
First Horizon Advisors
Tennessee
$29.8K +$40 +3 +0.1%
EWA
273
EverSource Wealth Advisors
Alabama
$29.1K +$528 +40 +2%
GWM
274
Geneos Wealth Management
Colorado
$27.5K +$28.7K +2,176 New
AA
275
Addison Advisors
Vermont
$23.7K -$13 -1 -0.1%

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.