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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
FCG
301
Financial Connections Group
California
$7K
RWA
302
Redmont Wealth Advisors
Illinois
$6.82K
Kayne Anderson Rudnick Investment Management
303
Kayne Anderson Rudnick Investment Management
California
$6.32K +$13 +1 +0.2%
SWM
304
Spire Wealth Management
Virginia
$6.3K +$4.12K +312 +167%
TPCW
305
TD Private Client Wealth
New York
$5.66K
MCM
306
MV Capital Management
Maryland
$5.2K +$5.44K +412 New
CAM
307
Creekmur Asset Management
Illinois
$5.03K
MCM
308
Manchester Capital Management
Vermont
$4.45K -$2.34K -177 -33%
IAIM
309
International Assets Investment Management
Florida
$4.29K +$716K +54,221 New
OWP
310
ORG Wealth Partners
Texas
$3.78K +$3.95K +299 New
CYG
311
Clean Yield Group
Vermont
$3.16K +$3.3K +250 New
CA
312
Continuum Advisory
Idaho
$3.14K
PA
313
PSI Advisors
Florida
$2.53K
M
314
MOTCO
Texas
$2.36K
LI
315
LRI Investments
Florida
$2.34K +$2.17K +164 New
BIA
316
Bell Investment Advisors
California
$2.11K
RFG
317
REAP Financial Group
Texas
$1.48K +$13 +1 +0.9%
HWP
318
Highline Wealth Partners
California
$1.45K -$2.32K -176 -60%
CFO
319
CVA Family Office
Colorado
$1.45K
LFG
320
Larson Financial Group
Missouri
$1.39K -$4.83K -366 -77%
MFG
321
Mendota Financial Group
Wisconsin
$1.35K +$106 +8 +8%
TWC
322
TD Waterhouse Canada
Ontario, Canada
$1.33K
AWM
323
Abound Wealth Management
Tennessee
$1.16K -$343 -26 -22%
CAM
324
ClariVest Asset Management
California
$1.13K
CTC
325
Central Trust Company
Missouri
$1.09K +$1.14K +86 New

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.