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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
Group One Trading
326
Group One Trading
Illinois
$922 +$964 +73 New
CAS
327
Coppell Advisory Solutions
Texas
$694
PWA
328
Provenance Wealth Advisors
Florida
$619
FGC
329
Financial Gravity Companies
Texas
$480 +$502 +38 New
AF
330
Advisornet Financial
Minnesota
$417
WBC
331
West Branch Capital
Massachusetts
$99 +$106 +8 New
NFA
332
Northwest Financial Advisors
Virginia
$25 +$26 +2 New
CIM
333
Cowen Investment Management
New York
-$44.3M -3,301,575 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
334
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$8.26M -615,800 Closed
SW
335
Simplicity Wealth
New Jersey
-$6.04M -450,451 Closed
PCM
336
Penserra Capital Management
California
-$4.3M -320,467 Closed
GS
337
GTS Securities
New York
-$2.13M -159,034 Closed
GAM
338
Groupama Asset Management
France
-$301M -146,304 Closed
D.E. Shaw & Co
339
D.E. Shaw & Co
New York
-$1.78M -132,614 Closed
BWM
340
BKM Wealth Management
Wisconsin
-$863K -64,369 Closed
HF
341
HRT Financial
New York
-$706K -52,684 Closed
FIM
342
Freedom Investment Management
Connecticut
-$664K -49,497 Closed
Capstone Investment Advisors
343
Capstone Investment Advisors
New York
-$431K -32,174 Closed
SW
344
SVB Wealth
Massachusetts
-$342K -25,507 Closed
SWP
345
Stratos Wealth Partners
Ohio
-$206K -15,358 Closed
WS
346
Wedbush Securities
California
-$185K -13,809 Closed
Tudor Investment Corp
347
Tudor Investment Corp
Connecticut
-$178K -13,289 Closed
DCM
348
DGS Capital Management
New Jersey
-$154K -11,501 Closed
PWM
349
Perigon Wealth Management
California
-$143K -10,679 Closed
HT
350
Headlands Technologies
Illinois
-$69.9K -5,209 Closed

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.