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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
CAPTRUST Financial Advisors
126
CAPTRUST Financial Advisors
North Carolina
$556K +$54K +4,091 +10%
GT
127
Glenmede Trust
Pennsylvania
$543K +$36.3K +2,750 +7%
WHG
128
Westwood Holdings Group
Texas
$540K -$67.2K -5,089 -11%
Susquehanna International Group
129
Susquehanna International Group
Pennsylvania
$534K -$65.6K -4,965 -11%
RJA
130
Raymond James & Associates
Florida
$530K +$63.4K +4,799 +13%
Neuberger Berman Group
131
Neuberger Berman Group
New York
$529K +$64.9K +4,917 +13%
BTI
132
Blue Trust Inc
Georgia
$516K +$297K +22,507 +141%
QT
133
Quantbot Technologies
New York
$513K +$537K +40,631 New
Lazard Asset Management
134
Lazard Asset Management
New York
$502K +$14.3K +1,081 +3%
PWPS
135
Pinnacle Wealth Planning Services
Ohio
$501K +$3.86K +292 +0.7%
RCM
136
RNC Capital Management
California
$499K
BS
137
Banco Santander
Spain
$498K
IC
138
IEQ Capital
California
$479K +$24.9K +1,889 +5%
CP
139
Covenant Partners
Tennessee
$471K
SRC
140
Sage Rhino Capital
California
$469K +$2.3K +174 +0.5%
VCWA
141
Vanguard Capital Wealth Advisors
Colorado
$462K -$126K -9,513 -21%
Chevy Chase Trust
142
Chevy Chase Trust
Maryland
$456K -$72.6K -5,496 -13%
SIA
143
Schechter Investment Advisors
Michigan
$447K +$2.91K +220 +0.6%
CHP
144
Cable Hill Partners
Oregon
$436K -$8.91K -675 -2%
Citigroup
145
Citigroup
New York
$432K +$27.4K +2,078 +6%
RWA
146
Redhawk Wealth Advisors
Minnesota
$424K +$443K +33,537 New
P
147
Pitcairn
Pennsylvania
$420K -$36.6K -2,774 -8%
GA
148
Gateway Advisory
New Jersey
$414K +$5.03K +381 +1%
MG
149
Mather Group
Illinois
$413K +$409 +31 +0.1%
SA
150
Sanctuary Advisors
Indiana
$403K +$112K +8,488 +43%

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.