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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
FTDI
51
First Trust Direct Indexing
Massachusetts
$2.35M -$62.6K -7,581 -3%
US Bancorp
52
US Bancorp
Minnesota
$2.27M -$230K -27,896 -10%
OSAM
53
O'Shaughnessy Asset Management
Connecticut
$2.24M +$239K +28,869 +12%
EI
54
Ethic Inc
New York
$2.2M +$141K +17,051 +7%
Cerity Partners
55
Cerity Partners
New York
$2.07M +$36.1K +4,367 +2%
LPL Financial
56
LPL Financial
California
$2.05M +$191K +23,138 +11%
IWC
57
Integrated Wealth Concepts
Massachusetts
$2.03M -$33.8K -4,091 -2%
API
58
Advisor Partners II
California
$2.02M +$118K +14,278 +6%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$1.8M +$78.4K +9,492 +5%
HighTower Advisors
60
HighTower Advisors
Illinois
$1.76M +$1.39M +167,826 +460%
EGA
61
Eagle Global Advisors
Texas
$1.75M +$1.69M +204,000 New
RFC
62
Regions Financial Corp
Alabama
$1.75M -$39K -4,715 -2%
Ameriprise
63
Ameriprise
Minnesota
$1.71M -$7.69K -931 -0.5%
Creative Planning
64
Creative Planning
Kansas
$1.69M +$313K +37,916 +24%
BCM
65
BTC Capital Management
Iowa
$1.68M +$4.98K +603 +0.3%
Two Sigma Investments
66
Two Sigma Investments
New York
$1.49M +$459K +55,500 +47%
E
67
Ergoteles
New York
$1.47M +$326K +39,517 +30%
S
68
SignatureFD
Georgia
$1.46M +$38.6K +4,675 +3%
LWAM
69
Legacy Wealth Asset Management
Minnesota
$1.43M +$7.58K +918 +0.6%
LNWWM
70
Laird Norton Wetherby Wealth Management
California
$1.42M +$62.9K +7,618 +5%
FFM
71
Forum Financial Management
Illinois
$1.4M -$405 -49 -0%
RhumbLine Advisers
72
RhumbLine Advisers
Massachusetts
$1.37M +$1.31M +158,772 New
BS
73
Banco Santander
Spain
$1.35M +$22.5K +2,720 +2%
GU
74
Georgetown University
District of Columbia
$1.34M
HF
75
HRT Financial
New York
$1.31M -$158K -19,110 -11%

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.