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Sumitomo Mitsui Financial

347 hedge funds and large institutions have $1.49B invested in Sumitomo Mitsui Financial in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 149 increasing their positions, 100 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

12,702% more call options, than puts

Call options by funds: $50.6M | Put options by funds: $395K

75% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 28

49% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 100

28% more capital invested

Capital invested by funds: $1.16B → $1.49B (+$327M)

5% more funds holding

Funds holding: 332347 (+15)

4.54% less ownership

Funds ownership: 7.15%2.61% (-4.5%)

Holders
347
Holders Change
+15
Holders Change %
+4.52%
% of All Funds
4.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
49
Increased
149
Reduced
100
Closed
28
Calls
$50.6M
Puts
$395K
Net Calls
+$50.2M
Net Calls Change
+$5.56M
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair Investment Management
51
William Blair Investment Management
Illinois
$3.26M -$223K -16,234 -7%
VPIM
52
Vanguard Personalized Indexing Management
California
$3.26M -$46.8K -3,410 -1%
FFM
53
Forum Financial Management
Illinois
$3.22M +$398K +28,997 +15%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$3.21M +$835K +60,788 +38%
S
55
SignatureFD
Georgia
$3.2M +$107K +7,811 +4%
Calamos Advisors
56
Calamos Advisors
Illinois
$3.07M
GHAM
57
Gilman Hill Asset Management
Connecticut
$3.02M +$16.8K +1,223 +0.6%
Ameriprise
58
Ameriprise
Minnesota
$2.83M -$74.7K -5,437 -3%
PAS
59
Park Avenue Securities
New York
$2.75M +$698K +50,797 +36%
Mercer Global Advisors
60
Mercer Global Advisors
Colorado
$2.69M -$142K -10,340 -5%
Fisher Asset Management
61
Fisher Asset Management
Washington
$2.66M -$64.7K -4,711 -2%
Federated Hermes
62
Federated Hermes
Pennsylvania
$2.63M -$122K -8,886 -5%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$2.59M -$45.4K -3,307 -2%
DWA
64
Dorsey Wright & Associates
California
$2.58M -$705K -51,313 -22%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$2.45M -$27K -1,962 -1%
SEI Investments
66
SEI Investments
Pennsylvania
$2.37M -$135K -9,852 -6%
LNWWM
67
Laird Norton Wetherby Wealth Management
California
$2.34M -$213K -15,502 -9%
RWM
68
Ritholtz Wealth Management
New York
$2.26M -$159K -11,550 -7%
CIBC Asset Management
69
CIBC Asset Management
Ontario, Canada
$2.23M -$4.51M -328,117 -68%
CWP
70
Capital Wealth Planning
Florida
$2.22M +$551K +40,131 +35%
BCM
71
BTC Capital Management
Iowa
$2.2M -$208K -15,130 -9%
NW
72
Naviter Wealth
Arkansas
$2.07M +$64.2K +4,671 +3%
AQR Capital Management
73
AQR Capital Management
Connecticut
$2.04M +$175K +12,735 +10%
Massachusetts Financial Services
74
Massachusetts Financial Services
Massachusetts
$2.01M +$1.9M +138,680 New
P
75
&Partners
Tennessee
$1.98M +$865K +62,945 +86%

SMFG Hedge Fund Activity: Q4 2024 in Review

347 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q4 2024, worth a combined $1.49B — up 28% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SMFG positions and 28 closed out — a net gain of 21 holders — while 149 added to existing stakes and 100 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $101M. The largest seller was Arrowstreet Capital, cutting an estimated $18.4M.

  • 347 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q4 2024, up from 332 in Q3 2024.
  • Funds reported $1.49B of Sumitomo Mitsui Financial stock for Q4 2024, up 28% quarter-over-quarter.
  • 49 funds opened new Sumitomo Mitsui Financial positions in Q4 2024 and 28 closed out, a net change of +21 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q4 2024 was Morgan Stanley, an estimated $101M added.
  • The largest Sumitomo Mitsui Financial seller in Q4 2024 was Arrowstreet Capital, an estimated $18.4M sold.

Based on aggregated 13F filings for Q4 2024.