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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
RFG
276
RFP Financial Group
Georgia
$14.9K +$1.68K +139 +14%
AWM
277
Avior Wealth Management
Nebraska
$14.1K -$22.2K -1,830 -64%
CIA
278
Cape Investment Advisory
Georgia
$13.3K
GKIM
279
GW&K Investment Management
Massachusetts
$13K +$642 +53 +6%
EBA
280
Eagle Bay Advisors
New York
$12.9K
HWA
281
HHM Wealth Advisors
Tennessee
$10.8K -$11.7K -964 -54%
HI
282
Harbour Investments
Wisconsin
$8.66K +$1.21K +100 +18%
FFA
283
Frazier Financial Advisors
Ohio
$8.36K +$3.23K +267 +75%
Northwestern Mutual Wealth Management
284
Northwestern Mutual Wealth Management
Wisconsin
$8.3K -$13.1K -1,083 -64%
PCWA
285
Pacific Capital Wealth Advisors
California
$8.14K +$7.35K +607 New
RWA
286
Redmont Wealth Advisors
Illinois
$7.24K
MCM
287
Manchester Capital Management
Vermont
$7.09K
FCG
288
Financial Connections Group
California
$7K -$12 -1 -0.2%
Kayne Anderson Rudnick Investment Management
289
Kayne Anderson Rudnick Investment Management
California
$6.7K -$133 -11 -2%
LFG
290
Larson Financial Group
Missouri
$6.38K +$4.45K +367 +337%
CPG
291
Cornerstone Planning Group
New Jersey
$6.28K +$3.6K +297 +133%
TPCW
292
TD Private Client Wealth
New York
$6.01K +$2.07K +171 +62%
TFA
293
Transamerica Financial Advisors
Florida
$6K
CAM
294
Creekmur Asset Management
Illinois
$5.34K +$4.82K +398 New
Jones Financial Companies
295
Jones Financial Companies
Missouri
$4.37K +$327 +27 +9%
OP
296
ORG Partners
Indiana
$4.02K -$424 -35 -10%
HWP
297
Highline Wealth Partners
California
$3.9K +$3.52K +291 New
WIA
298
Wetzel Investment Advisors
Indiana
$3.23K
SIS
299
Sound Income Strategies
Florida
$3.08K +$2.79K +230 New
Bessemer Group
300
Bessemer Group
New Jersey
$3K

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.