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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
IRC
101
Investors Research Corp
Georgia
$933K
QCG
102
Quadrant Capital Group
Ohio
$898K +$19.3K +1,595 +2%
EI
103
Ellevest Inc
New York
$887K +$664K +54,861 +485%
KAS
104
Kestra Advisory Services
Texas
$869K -$7.7K -636 -1%
MWM
105
Mission Wealth Management
California
$869K -$29.2K -2,411 -4%
BWM
106
BKM Wealth Management
Wisconsin
$863K +$138K +11,359 +21%
MML Investors Services
107
MML Investors Services
Massachusetts
$844K -$4.11K -339 -0.5%
PS
108
Principal Securities
Iowa
$809K +$111K +9,196 +18%
AFG
109
Atomi Financial Group
New York
$786K +$152K +12,577 +27%
EAM
110
Eagle Asset Management
Florida
$773K +$6.67K +551 +1%
Pacer Advisors
111
Pacer Advisors
Pennsylvania
$769K -$24.5K -2,020 -3%
TC
112
TownSquare Capital
Utah
$753K +$703 +58 +0.1%
BP
113
Ballentine Partners
Massachusetts
$750K +$30.9K +2,551 +5%
ECM
114
Evergreen Capital Management
Washington
$728K +$39.5K +3,265 +6%
M&T Bank
115
M&T Bank
New York
$721K +$18.6K +1,538 +3%
LSAG
116
Lake Street Advisors Group
New Hampshire
$720K -$60.7K -5,015 -9%
PA
117
Parallel Advisors
California
$718K +$16.9K +1,398 +3%
HF
118
HRT Financial
New York
$706K +$638K +52,684 New
AAM
119
Advisors Asset Management
Colorado
$694K +$138K +11,406 +28%
OMC
120
Old Mission Capital
Illinois
$689K +$622K +51,382 New
FIM
121
Freedom Investment Management
Connecticut
$664K +$600K +49,497 New
AI
122
AdvisorShares Investments
Maryland
$663K -$14.3K -1,184 -2%
GI
123
Gradient Investments
Minnesota
$651K -$2.51K -207 -0.4%
WHG
124
Westwood Holdings Group
Texas
$642K +$12 +1 +0%
Susquehanna International Group
125
Susquehanna International Group
Pennsylvania
$633K -$211K -17,430 -27%

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.