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Sumitomo Mitsui Financial

265 hedge funds and large institutions have $937M invested in Sumitomo Mitsui Financial in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 120 increasing their positions, 77 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

749% more call options, than puts

Call options by funds: $1.15M | Put options by funds: $136K

56% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 77

7% more capital invested

Capital invested by funds: $873M → $937M (+$63.3M)

0.16% more ownership

Funds ownership: 7.98%8.14% (+0.16%)

0% more funds holding

Funds holding: 265265 (0)

0% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 28

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
265
Holders Change
Holders Change %
0%
% of All Funds
4.16%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
28
Increased
120
Reduced
77
Closed
28
Calls
$1.15M
Puts
$136K
Net Calls
+$1.02M
Net Calls Change
+$132K
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Asset Management
26
CIBC Asset Management
Ontario, Canada
$6.26M -$59.4K -7,184 -1%
Franklin Resources
27
Franklin Resources
California
$5.27M +$18K +2,181 +0.4%
Millennium Management
28
Millennium Management
New York
$5.26M +$2.27M +274,518 +82%
RJA
29
Raymond James & Associates
Florida
$5.21M +$2.83M +342,488 +130%
Voloridge Investment Management
30
Voloridge Investment Management
Florida
$5.07M -$2.14M -259,262 -31%
AHC
31
Anderson Hoagland & Co
Missouri
$4.41M
BFG
32
Bleakley Financial Group
New Jersey
$4.28M +$53.5K +6,478 +1%
SS
33
Simplicity Solutions
Minnesota
$4.28M +$53.5K +6,478 +1%
CGH
34
Crossmark Global Holdings
Texas
$4.11M -$106K -12,859 -3%
GHAM
35
Gilman Hill Asset Management
Connecticut
$3.94M +$171K +20,690 +5%
D.E. Shaw & Co
36
D.E. Shaw & Co
New York
$3.76M -$5.94M -718,457 -62%
Stifel Financial
37
Stifel Financial
Missouri
$3.69M +$209K +25,237 +6%
Qube Research & Technologies (QRT)
38
Qube Research & Technologies (QRT)
United Kingdom
$3.51M +$552K +66,813 +20%
Truist Financial
39
Truist Financial
North Carolina
$3.4M +$3.63K +440 +0.1%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$3.36M +$102K +12,310 +3%
UBS Group
41
UBS Group
Switzerland
$3.03M -$3.84M -464,643 -57%
Ninety One (UK)
42
Ninety One (UK)
United Kingdom
$2.99M +$545K +65,939 +23%
SEI Investments
43
SEI Investments
Pennsylvania
$2.98M +$92.7K +11,215 +3%
BCI
44
Brinker Capital Investments
Pennsylvania
$2.91M +$373K +45,117 +15%
OPS
45
Orion Portfolio Solutions
Nebraska
$2.91M +$373K +45,117 +15%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$2.87M -$447K -54,095 -14%
Mariner
47
Mariner
Kansas
$2.63M +$559K +67,669 +28%
Boston Partners
48
Boston Partners
Massachusetts
$2.56M +$2.22M +269,013 +926%
GT
49
Greenleaf Trust
Michigan
$2.54M +$124 +15 +0%
TWI
50
Thomas White International
Illinois
$2.37M -$9.3K -1,126 -0.4%

SMFG Hedge Fund Activity: Q2 2023 in Review

265 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q2 2023, worth a combined $937M — up 7.2% from $873M a quarter earlier.

Fund positioning in SMFG was balanced in Q2 2023: 28 funds opened new positions, 28 closed out, 120 added to existing stakes and 77 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $19.2M. The largest seller was Samlyn Capital, exiting entirely with an estimated $20.1M sold.

  • 265 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $937M of Sumitomo Mitsui Financial stock for Q2 2023, up 7.2% quarter-over-quarter.
  • 28 funds opened new Sumitomo Mitsui Financial positions in Q2 2023 and 28 closed out, a net change of 0 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q2 2023 was Lazard Asset Management, an estimated $19.2M added.
  • The largest Sumitomo Mitsui Financial seller in Q2 2023 was Samlyn Capital, an estimated $20.1M sold.

Based on aggregated 13F filings for Q2 2023.