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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
TAIM
76
Te Ahumairangi Investment Management
New Zealand
$1.31M -$1.09M -132,000 -46%
OAM
77
Oppenheimer Asset Management
New York
$1.24M -$33.4K -4,048 -3%
QCM
78
Quantinno Capital Management
New York
$1.21M +$159K +19,186 +16%
Sanders Capital
79
Sanders Capital
Florida
$1.19M
Mercer Global Advisors
80
Mercer Global Advisors
Colorado
$1.17M -$15.6K -1,887 -1%
OAG
81
Orbis Allan Gray
Bermuda
$1.08M
Osaic Holdings
82
Osaic Holdings
Arizona
$1.03M +$26.6K +3,224 +3%
BHPW
83
Beverly Hills Private Wealth
California
$1.01M +$494K +59,843 +118%
YCM
84
Yousif Capital Management
Michigan
$997K +$5.41K +655 +0.6%
M&T Bank
85
M&T Bank
New York
$986K -$23K -2,781 -2%
Massachusetts Financial Services
86
Massachusetts Financial Services
Massachusetts
$931K +$894K +108,204 New
WHG
87
Westwood Holdings Group
Texas
$884K +$62.1K +7,518 +8%
CAM
88
Cresset Asset Management
Illinois
$859K +$813K +98,426 New
Corient Private Wealth
89
Corient Private Wealth
Florida
$852K +$16.9K +2,044 +2%
VPIM
90
Vanguard Personalized Indexing Management
California
$836K +$139K +16,772 +21%
JIC
91
Johnson Investment Counsel
Ohio
$826K -$137K -16,600 -15%
Schroder Investment Management Group
92
Schroder Investment Management Group
United Kingdom
$818K +$3.14K +380 +0.4%
GC
93
Guggenheim Capital
Illinois
$805K +$66.5K +8,044 +9%
CW
94
Connectus Wealth
Ohio
$783K +$753K +91,101 New
NW
95
Naviter Wealth
Arkansas
$754K +$86.9K +10,521 +14%
JMPWA
96
JP Morgan Private Wealth Advisors
California
$752K -$119K -14,380 -14%
Charles Schwab
97
Charles Schwab
California
$747K +$376K +45,534 +110%
Squarepoint
98
Squarepoint
New York
$721K -$1.08M -131,084 -61%
EAM
99
Eagle Asset Management
Florida
$697K -$189K -22,858 -22%
NA
100
NewEdge Advisors
Louisiana
$686K +$659K +79,804 New

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.