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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
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$1.8M +$222K +18,342 +16%
CG
77
Caprock Group
Idaho
$1.8M +$1.03M +85,204 +175%
D.E. Shaw & Co
78
D.E. Shaw & Co
New York
$1.78M -$3.17M -261,730 -66%
PAS
79
Park Avenue Securities
New York
$1.69M +$170K +14,076 +13%
SEI Investments
80
SEI Investments
Pennsylvania
$1.68M +$61.2K +5,056 +4%
Prudential Financial
81
Prudential Financial
New Jersey
$1.64M +$311K +25,704 +27%
AQR Capital Management
82
AQR Capital Management
Connecticut
$1.5M +$346K +28,545 +34%
XC
83
XY Capital
Hong Kong
$1.5M +$1.35M +111,495 New
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$1.49M -$1.68M -138,833 -56%
YCM
85
Yousif Capital Management
Michigan
$1.41M -$122K -10,095 -9%
PHS
86
Pekin Hardy Strauss
Illinois
$1.22M +$1.1M +91,100 New
Corient Private Wealth
87
Corient Private Wealth
Florida
$1.21M -$15.9K -1,310 -1%
BCI
88
Brinker Capital Investments
Pennsylvania
$1.2M +$10.6K +878 +1%
OPS
89
Orion Portfolio Solutions
Nebraska
$1.2M +$10.6K +878 +1%
VA
90
Vident Advisory
Georgia
$1.19M +$1.07M +88,546 New
SFA
91
Sequoia Financial Advisors
Ohio
$1.17M +$1.45K +120 +0.1%
UCFA
92
United Capital Financial Advisors
Texas
$1.12M +$28.4K +2,348 +3%
ASN
93
Advisory Services Network
Georgia
$1.11M +$999K +82,486 New
MIS
94
Morningstar Investment Services
Illinois
$1.08M -$11.6K -955 -1%
JIC
95
Johnson Investment Counsel
Ohio
$1.07M -$118K -9,750 -11%
TAIM
96
Te Ahumairangi Investment Management
New Zealand
$1.07M -$210K -17,300 -18%
MYIA
97
Mount Yale Investment Advisors
Colorado
$1.06M +$13.3K +1,098 +1%
LPL Financial
98
LPL Financial
California
$1.04M +$17K +1,400 +2%
DWT
99
Dorsey & Whitney Trust
South Dakota
$973K -$113K -9,354 -11%
AI
100
Atria Investments
North Carolina
$949K +$857K +70,784 New

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.