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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
RA
276
Rise Advisors
New York
$23K +$238 +18 +1%
CIBC Private Wealth Group
277
CIBC Private Wealth Group
Georgia
$19.9K -$1.41K -107 -6%
NS
278
NBC Securities
Alabama
$16K -$2.62K -198 -13%
FMP
279
Financial Management Professionals
Texas
$16K +$2.58K +195 +18%
AF
280
Allworth Financial
California
$15.2K -$3.63K -275 -19%
GFPC
281
Global Financial Private Client
Florida
$14.8K +$15.5K +1,174 New
Fifth Third Bancorp
282
Fifth Third Bancorp
Ohio
$14.1K -$6.96K -527 -32%
Jones Financial Companies
283
Jones Financial Companies
Missouri
$13.8K +$10.5K +796 +244%
AWM
284
Avior Wealth Management
Nebraska
$13.4K +$132 +10 +1%
CIA
285
Cape Investment Advisory
Georgia
$12.5K
VWM
286
Venturi Wealth Management
Texas
$12.3K +$10.9K +826 +562%
BNP Paribas Financial Markets
287
BNP Paribas Financial Markets
France
$12.3K +$12.9K +973 New
EBA
288
Eagle Bay Advisors
New York
$12.2K
GKIM
289
GW&K Investment Management
Massachusetts
$12K
Northwestern Mutual Wealth Management
290
Northwestern Mutual Wealth Management
Wisconsin
$11.9K +$4.29K +325 +53%
NA
291
NewEdge Advisors
Louisiana
$11.5K -$310K -23,451 -96%
Simplex Trading
292
Simplex Trading
Illinois
$11K +$12.2K +924 New
SCM
293
Sterling Capital Management
North Carolina
$10.9K +$11.5K +867 New
HWA
294
HHM Wealth Advisors
Tennessee
$10.2K
PW
295
Paladin Wealth
Minnesota
$10.1K +$10.5K +796 New
Bessemer Group
296
Bessemer Group
New Jersey
$10K +$7.7K +583 +257%
HI
297
Harbour Investments
Wisconsin
$8.16K
GBT
298
Grove Bank & Trust
Florida
$8.01K +$8.37K +634 New
PCWA
299
Pacific Capital Wealth Advisors
California
$7.67K
CPG
300
Cornerstone Planning Group
New Jersey
$7.31K +$726 +55 +11%

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.