We are live on ! Find out more
SMFG icon

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
VCWA
126
Vanguard Capital Wealth Advisors
Colorado
$618K +$42.3K +3,491 +8%
Schroder Investment Management Group
127
Schroder Investment Management Group
United Kingdom
$612K +$200K +16,517 +57%
CCA
128
Checchi Capital Advisers
California
$598K +$12K +990 +2%
PP
129
PDS Planning
Ohio
$591K +$16K +1,321 +3%
DWM
130
Diversify Wealth Management
Utah
$590K +$593K +48,921 New
CL
131
Choreo LLC
Illinois
$574K +$517K +42,716 New
AWA
132
Aaron Wealth Advisors
Illinois
$558K +$44.3K +3,654 +10%
Chevy Chase Trust
133
Chevy Chase Trust
Maryland
$558K +$56.8K +4,692 +13%
GC
134
Guggenheim Capital
Illinois
$541K -$118K -9,724 -19%
GT
135
Glenmede Trust
Pennsylvania
$540K -$3.88K -320 -0.8%
CAPTRUST Financial Advisors
136
CAPTRUST Financial Advisors
North Carolina
$535K +$85.4K +7,051 +21%
HSBC Holdings
137
HSBC Holdings
United Kingdom
$535K +$184K +15,174 +61%
BS
138
Banco Santander
Spain
$529K -$43.4K -3,580 -8%
PWPS
139
Pinnacle Wealth Planning Services
Ohio
$528K -$230 -19 -0%
Lazard Asset Management
140
Lazard Asset Management
New York
$518K -$8.78K -725 -2%
CP
141
Covenant Partners
Tennessee
$500K
RCM
142
RNC Capital Management
California
$499K -$7.87K -650 -2%
RJA
143
Raymond James & Associates
Florida
$498K -$49.5K -4,090 -10%
SRC
144
Sage Rhino Capital
California
$496K -$618 -51 -0.1%
Neuberger Berman Group
145
Neuberger Berman Group
New York
$495K +$48.7K +4,018 +12%
Russell Investments Group
146
Russell Investments Group
United Kingdom
$495K +$135K +11,129 +43%
VT
147
Vise Technologies
New York
$485K -$9.65K -797 -2%
CC
148
Callan Capital
California
$485K +$88K +7,264 +25%
IC
149
IEQ Capital
California
$483K +$64.6K +5,336 +17%
P
150
Pitcairn
Pennsylvania
$483K +$45.4K +3,751 +12%

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.