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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
CA
301
Continuum Advisory
Idaho
$2.95K -$908 -75 -25%
PA
302
PSI Advisors
Florida
$2.68K
WT
303
Whittier Trust
California
$2.61K +$2.36K +195 New
M
304
MOTCO
Texas
$2.51K
SWM
305
Spire Wealth Management
Virginia
$2.51K +$2.27K +187 New
BIA
306
Bell Investment Advisors
California
$2.24K
TFF
307
The Family Firm
Maryland
$2.24K +$2.02K +167 New
TSWM
308
Tyler-Stone Wealth Management
Ohio
$2.05K
VWM
309
Venturi Wealth Management
Texas
$1.97K +$1.78K +147 New
BFA
310
Brown Financial Advisors
Ohio
$1.89K +$1.71K +141 New
TWC
311
TD Waterhouse Canada
Ontario, Canada
$1.83K -$39K -3,220 -96%
RWMG
312
Redwood Wealth Management Group
New Jersey
$1.68K +$1.51K +125 New
AWM
313
Abound Wealth Management
Tennessee
$1.58K
RFG
314
REAP Financial Group
Texas
$1.55K
CFO
315
CVA Family Office
Colorado
$1.54K
MFG
316
Mendota Financial Group
Wisconsin
$1.33K +$1.2K +99 New
CAM
317
ClariVest Asset Management
California
$1.13K
CAS
318
Coppell Advisory Solutions
Texas
$764 +$690 +57 New
PWA
319
Provenance Wealth Advisors
Florida
$657
AF
320
Advisornet Financial
Minnesota
$443
OWA
321
Opal Wealth Advisors
New York
$215 +$194 +16 New
JWM
322
Janiczek Wealth Management
Colorado
$68
FGAM
323
Financial Gravity Asset Management
Texas
$27 -$61 -5 -71%
LWAM
324
Legacy Wealth Asset Management
Minnesota
-$2.43M -206,342 Closed
Capital Fund Management (CFM)
325
Capital Fund Management (CFM)
France
-$2.38M -202,410 Closed

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.