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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
AQR Capital Management
76
AQR Capital Management
Connecticut
$1.62M +$216K +16,327 +15%
LMIM
77
Lockheed Martin Investment Management
Maryland
$1.6M -$119K -9,010 -7%
CWP
78
Capital Wealth Planning
Florida
$1.43M -$2.74M -207,126 -65%
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$1.3M -$54.6K -4,133 -4%
YCM
80
Yousif Capital Management
Michigan
$1.28M -$58K -4,391 -4%
PHS
81
Pekin Hardy Strauss
Illinois
$1.27M +$125K +9,500 +10%
VA
82
Vident Advisory
Georgia
$1.22M +$106K +8,007 +9%
Corient Private Wealth
83
Corient Private Wealth
Florida
$1.16M +$29K +2,199 +2%
XC
84
XY Capital
Hong Kong
$1.16M -$257K -19,443 -17%
LPL Financial
85
LPL Financial
California
$1.12M +$152K +11,514 +15%
BCI
86
Brinker Capital Investments
Pennsylvania
$1.12M -$8.44K -639 -0.7%
OPS
87
Orion Portfolio Solutions
Nebraska
$1.12M -$8.44K -639 -0.7%
ASN
88
Advisory Services Network
Georgia
$1.11M
TAIM
89
Te Ahumairangi Investment Management
New Zealand
$1.09M +$98.7K +7,474 +9%
UCFA
90
United Capital Financial Advisors
Texas
$1.08M +$26.6K +2,013 +2%
SFA
91
Sequoia Financial Advisors
Ohio
$1.05M -$51.3K -3,881 -4%
Russell Investments Group
92
Russell Investments Group
United Kingdom
$1.03M +$593K +44,912 +122%
MIS
93
Morningstar Investment Services
Illinois
$1.03M +$25.7K +1,944 +2%
MYIA
94
Mount Yale Investment Advisors
Colorado
$1.02M +$16.2K +1,226 +2%
PS
95
Principal Securities
Iowa
$1.01M +$258K +19,519 +32%
TC
96
TownSquare Capital
Utah
$997K +$301K +22,816 +41%
DWT
97
Dorsey & Whitney Trust
South Dakota
$960K +$45.5K +3,446 +5%
JIC
98
Johnson Investment Counsel
Ohio
$942K -$74K -5,600 -7%
P
99
&Partners
Tennessee
$925K +$564K +42,689 +139%
QCG
100
Quadrant Capital Group
Ohio
$916K +$72.7K +5,503 +8%

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.