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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
Pathstone Holdings
26
Pathstone Holdings
New Jersey
$5.91M -$11.8K -895 -0.2%
Stifel Financial
27
Stifel Financial
Missouri
$5.58M +$13.5K +1,021 +0.2%
RAM
28
Ramirez Asset Management
New York
$5.49M +$176K +13,302 +3%
QCM
29
QRG Capital Management
Illinois
$5.36M -$155K -11,737 -3%
BIMC
30
Benson Investment Management Company
Virginia
$5.18M +$5.42M +410,255 New
Charles Schwab
31
Charles Schwab
California
$5.13M +$604K +45,761 +13%
Mariner
32
Mariner
Kansas
$4.99M +$56.4K +4,269 +1%
Creative Planning
33
Creative Planning
Kansas
$4.76M +$245K +18,575 +5%
Cerity Partners
34
Cerity Partners
New York
$4.46M +$1.12M +84,989 +32%
EI
35
Ethic Inc
New York
$4.34M -$1.08M -82,149 -18%
EGA
36
Eagle Global Advisors
Texas
$4.24M +$713K +54,000 +19%
MWM
37
Moran Wealth Management
Florida
$4.21M -$1.56M -117,966 -26%
Allspring Global Investments
38
Allspring Global Investments
North Carolina
$4.13M +$3.86M +292,334 +845%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$3.93M +$240K +18,145 +6%
LG
40
Leuthold Group
Minnesota
$3.91M +$4.09M +309,329 New
FTDI
41
First Trust Direct Indexing
Massachusetts
$3.85M -$28.7K -2,171 -0.7%
Jane Street
42
Jane Street
New York
$3.79M +$686K +51,917 +21%
GT
43
Greenleaf Trust
Michigan
$3.73M
RCMU
44
Rokos Capital Management (UK)
United Kingdom
$3.71M +$3.88M +293,693 New
US Bancorp
45
US Bancorp
Minnesota
$3.69M +$278K +21,086 +8%
SC
46
Samlyn Capital
New York
$3.37M +$3.52M +266,615 New
AAM
47
Augustine Asset Management
Florida
$3.24M +$50.9K +3,857 +2%
HighTower Advisors
48
HighTower Advisors
Illinois
$3.13M -$609K -46,126 -16%
Citadel Advisors
49
Citadel Advisors
Florida
$3.09M -$3.84M -290,948 -54%
William Blair Investment Management
50
William Blair Investment Management
Illinois
$3.05M +$3.19M +241,429 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.