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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
Citadel Advisors
26
Citadel Advisors
Florida
$7.19M -$1.68M -139,055 -21%
Franklin Resources
27
Franklin Resources
California
$6.44M -$962K -79,427 -14%
Pathstone Holdings
28
Pathstone Holdings
New Jersey
$6.29M +$555K +45,809 +11%
MWM
29
Moran Wealth Management
Florida
$6.05M -$934K -77,114 -15%
EI
30
Ethic Inc
New York
$6.05M +$995K +82,149 +22%
BFG
31
Bleakley Financial Group
New Jersey
$6.04M -$58.5K -4,831 -1%
SW
32
Simplicity Wealth
New Jersey
$6.04M -$58.5K -4,831 -1%
QCM
33
Quantinno Capital Management
New York
$5.93M +$614K +50,681 +13%
Stifel Financial
34
Stifel Financial
Missouri
$5.91M -$303K -25,023 -5%
QCM
35
QRG Capital Management
Illinois
$5.85M +$517K +42,675 +11%
RAM
36
Ramirez Asset Management
New York
$5.66M -$334K -27,585 -6%
CGH
37
Crossmark Global Holdings
Texas
$5.44M -$155K -12,808 -3%
Arrowstreet Capital
38
Arrowstreet Capital
Massachusetts
$5.37M +$4.61M +380,950 +1,935%
Mariner
39
Mariner
Kansas
$5.26M +$23.8K +1,964 +0.5%
Charles Schwab
40
Charles Schwab
California
$4.83M +$917K +75,714 +27%
Creative Planning
41
Creative Planning
Kansas
$4.8M +$600K +49,563 +16%
UBS Group
42
UBS Group
Switzerland
$4.8M +$312K +25,779 +8%
CWP
43
Capital Wealth Planning
Florida
$4.3M +$1.03M +84,901 +36%
PCM
44
Penserra Capital Management
California
$4.3M +$1.03M +84,901 +36%
FTDI
45
First Trust Direct Indexing
Massachusetts
$4.12M +$62.1K +5,129 +2%
GT
46
Greenleaf Trust
Michigan
$3.96M +$848 +70 +0%
HighTower Advisors
47
HighTower Advisors
Illinois
$3.94M -$133K -10,962 -4%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$3.93M +$268K +22,161 +8%
EGA
49
Eagle Global Advisors
Texas
$3.78M +$145K +12,000 +4%
US Bancorp
50
US Bancorp
Minnesota
$3.63M +$150K +12,391 +5%

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.