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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
DOA
251
D'Orazio & Associates
Virginia
$148K +$1.29K +94 +0.9%
OBWG
252
Onyx Bridge Wealth Group
New York
$145K
Acadian Asset Management
253
Acadian Asset Management
Massachusetts
$131K +$125K +9,068 New
QT
254
Quantbot Technologies
New York
$130K -$434K -31,627 -78%
PFBT
255
Parkside Financial Bank & Trust
Missouri
$115K +$27K +1,968 +33%
Axa
256
Axa
France
$107K
HCP
257
Hexagon Capital Partners
Arkansas
$102K +$10.6K +770 +12%
GM
258
GeoWealth Management
Illinois
$98K -$26.6K -1,940 -22%
PAM
259
Paradigm Asset Management
New York
$91.3K -$11K -800 -11%
SO
260
Sierra Ocean
California
$85.5K +$81.1K +5,902 New
BGAI
261
Bruce G. Allen Investments
Colorado
$78.9K +$17K +1,239 +29%
Barclays
262
Barclays
United Kingdom
$58K -$220K -16,000 -80%
MHR
263
Matthew Hamilton Rosenberg
$55.5K -$18.1K -1,319 -26%
RFS
264
Richardson Financial Services
Massachusetts
$50.9K +$12.9K +940 +37%
HNB
265
Huntington National Bank
Ohio
$49.7K -$20.1K -1,462 -30%
IA
266
IFP Advisors
Florida
$49.3K +$4.05K +295 +9%
TWC
267
TD Waterhouse Canada
Ontario, Canada
$44.9K +$40.7K +2,963 +2,179%
ZB
268
Zions Bancorporation
Utah
$39.7K -$8.41K -612 -18%
SPIA
269
Steward Partners Investment Advisory
New York
$39.2K
PCM
270
Perritt Capital Management
Illinois
$36.2K
JWA
271
JFS Wealth Advisors
Pennsylvania
$34.9K
FHA
272
First Horizon Advisors
Tennessee
$34.8K +$563 +41 +2%
PSFG
273
Park Square Financial Group
Georgia
$34.1K +$32.3K +2,355 New
GWM
274
Geneos Wealth Management
Colorado
$32.4K +$783 +57 +3%
VCM
275
Versant Capital Management
Arizona
$30.2K +$28.7K +2,086 New

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.