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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
DWT
101
Dorsey & Whitney Trust
South Dakota
$679K +$47.1K +5,705 +8%
MIS
102
Morningstar Investment Services
Illinois
$667K +$41.5K +5,023 +7%
MYIA
103
Mount Yale Investment Advisors
Colorado
$638K +$17.4K +2,108 +3%
IAA
104
Independent Advisor Alliance
North Carolina
$637K -$4.99K -604 -0.8%
VT
105
Vise Technologies
New York
$634K +$8.94K +1,082 +1%
SIA
106
Schechter Investment Advisors
Michigan
$608K -$5.38K -651 -0.9%
IRC
107
Investors Research Corp
Georgia
$607K
MML Investors Services
108
MML Investors Services
Massachusetts
$593K +$259K +31,302 +83%
SFA
109
Sequoia Financial Advisors
Ohio
$581K +$80.5K +9,747 +17%
MWM
110
Mission Wealth Management
California
$570K -$22.8K -2,762 -4%
VCA
111
Verdence Capital Advisors
Maryland
$560K -$117K -14,145 -18%
RWM
112
Ritholtz Wealth Management
New York
$559K +$99K +11,977 +23%
Pacer Advisors
113
Pacer Advisors
Pennsylvania
$515K +$31.3K +3,788 +7%
BNP Paribas Financial Markets
114
BNP Paribas Financial Markets
France
$501K +$100K +12,099 +26%
LSAG
115
Lake Street Advisors Group
New Hampshire
$487K +$31K +3,752 +7%
Russell Investments Group
116
Russell Investments Group
United Kingdom
$482K +$18.9K +2,287 +4%
CP
117
Covenant Partners
Tennessee
$480K
GI
118
Gradient Investments
Minnesota
$478K -$7.2K -871 -2%
YIH
119
Y-Intercept (HK)
Hong Kong
$468K -$3.12K -377 -0.7%
VCWA
120
Vanguard Capital Wealth Advisors
Colorado
$454K +$54.9K +6,650 +14%
QCG
121
Quadrant Capital Group
Ohio
$449K +$37.8K +4,572 +10%
PAS
122
Park Avenue Securities
New York
$435K +$73.8K +8,938 +21%
ECM
123
Evergreen Capital Management
Washington
$428K -$12.4K -1,505 -3%
Janney Montgomery Scott
124
Janney Montgomery Scott
Pennsylvania
$424K -$6.17K -747 -1%
PWPS
125
Pinnacle Wealth Planning Services
Ohio
$399K -$18K -2,184 -4%

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.