We are live on ! Find out more
SMFG icon

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
Cerity Partners
51
Cerity Partners
New York
$3.59M -$955K -78,874 -23%
AAM
52
Augustine Asset Management
Florida
$3.39M +$1.11M +91,731 +57%
Jane Street
53
Jane Street
New York
$3.33M +$1.84M +151,994 +158%
Boston Partners
54
Boston Partners
Massachusetts
$3.28M -$85.3K -7,044 -3%
Calamos Advisors
55
Calamos Advisors
Illinois
$2.84M
VPIM
56
Vanguard Personalized Indexing Management
California
$2.82M +$438K +36,182 +21%
S
57
SignatureFD
Georgia
$2.82M +$114K +9,375 +5%
DWA
58
Dorsey Wright & Associates
California
$2.76M -$35.7K -2,945 -1%
Mercer Global Advisors
59
Mercer Global Advisors
Colorado
$2.71M +$316K +26,110 +15%
Osaic Holdings
60
Osaic Holdings
Arizona
$2.71M -$278K -22,931 -10%
Federated Hermes
61
Federated Hermes
Pennsylvania
$2.65M -$814K -67,177 -25%
Ameriprise
62
Ameriprise
Minnesota
$2.6M -$22.1K -1,823 -0.9%
FFM
63
Forum Financial Management
Illinois
$2.59M
GHAM
64
Gilman Hill Asset Management
Connecticut
$2.56M -$1.03M -85,093 -31%
Fisher Asset Management
65
Fisher Asset Management
Washington
$2.49M -$264K -21,828 -11%
CAM
66
Cresset Asset Management
Illinois
$2.46M +$407K +33,591 +23%
LNWWM
67
Laird Norton Wetherby Wealth Management
California
$2.39M +$27.9K +2,305 +1%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$2.36M -$394K -32,544 -16%
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$2.23M -$25.4K -2,101 -1%
RWM
70
Ritholtz Wealth Management
New York
$2.14M +$502K +41,407 +35%
GS
71
GTS Securities
New York
$2.13M +$1.93M +159,034 New
BCM
72
BTC Capital Management
Iowa
$2.13M -$305K -25,185 -14%
Qube Research & Technologies (QRT)
73
Qube Research & Technologies (QRT)
United Kingdom
$2.03M -$289K -23,895 -14%
NW
74
Naviter Wealth
Arkansas
$1.92M +$124K +10,276 +8%
LMIM
75
Lockheed Martin Investment Management
Maryland
$1.82M -$112K -9,210 -6%

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.