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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
DWA
51
Dorsey Wright & Associates
California
$2.9M +$318K +24,108 +12%
VPIM
52
Vanguard Personalized Indexing Management
California
$2.88M +$223K +16,899 +8%
S
53
SignatureFD
Georgia
$2.69M +$42.2K +3,197 +2%
Calamos Advisors
54
Calamos Advisors
Illinois
$2.67M
GHAM
55
Gilman Hill Asset Management
Connecticut
$2.62M +$219K +16,585 +9%
Ameriprise
56
Ameriprise
Minnesota
$2.54M +$94.5K +7,158 +4%
Mercer Global Advisors
57
Mercer Global Advisors
Colorado
$2.49M -$81.6K -6,175 -3%
Osaic Holdings
58
Osaic Holdings
Arizona
$2.44M -$113K -8,541 -4%
FFM
59
Forum Financial Management
Illinois
$2.44M
Federated Hermes
60
Federated Hermes
Pennsylvania
$2.41M -$89.4K -6,768 -3%
Fisher Asset Management
61
Fisher Asset Management
Washington
$2.38M +$35.4K +2,677 +1%
CAM
62
Cresset Asset Management
Illinois
$2.3M -$11.9K -900 -0.5%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$2.3M +$77.4K +5,858 +3%
LNWWM
64
Laird Norton Wetherby Wealth Management
California
$2.24M -$12.8K -966 -0.5%
SEI Investments
65
SEI Investments
Pennsylvania
$2.19M +$637K +48,225 +39%
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$2.16M +$64K +4,845 +3%
BCM
67
BTC Capital Management
Iowa
$2.12M +$120K +9,076 +6%
RWM
68
Ritholtz Wealth Management
New York
$2.11M +$103K +7,780 +5%
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$2.03M +$344K +26,013 +19%
Prudential Financial
70
Prudential Financial
New Jersey
$2.01M +$489K +37,014 +30%
OMC
71
Old Mission Capital
Illinois
$2M +$1.41M +106,784 +208%
Boston Partners
72
Boston Partners
Massachusetts
$1.88M -$1.27M -95,985 -39%
PAS
73
Park Avenue Securities
New York
$1.76M +$180K +13,614 +11%
NW
74
Naviter Wealth
Arkansas
$1.74M -$71K -5,377 -4%
CG
75
Caprock Group
Idaho
$1.63M -$66K -4,998 -4%

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.