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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
CPG
301
Cornerstone Planning Group
New Jersey
$10.9K +$2.17K +158 +27%
HI
302
Harbour Investments
Wisconsin
$9.36K
AFG
303
Albion Financial Group
Utah
$9.33K +$8.85K +644 New
WA
304
WPG Advisers
Maryland
$9.32K +$8.83K +643 New
PCWA
305
Pacific Capital Wealth Advisors
California
$8.79K
FCG
306
Financial Connections Group
California
$8K
SWM
307
Spire Wealth Management
Virginia
$7.91K +$646 +47 +9%
Kayne Anderson Rudnick Investment Management
308
Kayne Anderson Rudnick Investment Management
California
$7.27K +$14 +1 +0.2%
TPCW
309
TD Private Client Wealth
New York
$6.49K
VHAM
310
Van Hulzen Asset Management
California
$5.97K +$5.66K +412 New
CAM
311
Creekmur Asset Management
Illinois
$5.77K
CFFP
312
Center for Financial Planning
Michigan
$4.68K +$4.44K +323 New
OWP
313
ORG Wealth Partners
Texas
$4.33K
ATC
314
Advantage Trust Company
Kansas
$4.16K +$4K +291 New
Simplex Trading
315
Simplex Trading
Illinois
$4K -$8.64K -629 -68%
NC
316
NewSquare Capital
Pennsylvania
$4K +$3.79K +276 New
CA
317
Continuum Advisory
Idaho
$3.93K +$701 +51 +23%
National Bank of Canada
318
National Bank of Canada
Quebec, Canada
$3.93K +$3.72K +271 New
CYG
319
Clean Yield Group
Vermont
$3.62K
MCM
320
MAI Capital Management
Ohio
$3.23K +$3.06K +223 New
PTC
321
Private Trust Company
Ohio
$2.96K +$2.8K +204 New
PA
322
PSI Advisors
Florida
$2.9K
M
323
MOTCO
Texas
$2.71K
BIA
324
Bell Investment Advisors
California
$2.42K
LI
325
LRI Investments
Florida
$2.38K

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.