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Sumitomo Mitsui Financial

347 hedge funds and large institutions have $1.49B invested in Sumitomo Mitsui Financial in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 149 increasing their positions, 100 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

12,702% more call options, than puts

Call options by funds: $50.6M | Put options by funds: $395K

75% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 28

49% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 100

28% more capital invested

Capital invested by funds: $1.16B → $1.49B (+$327M)

5% more funds holding

Funds holding: 332347 (+15)

4.54% less ownership

Funds ownership: 7.15%2.61% (-4.5%)

Holders
347
Holders Change
+15
Holders Change %
+4.52%
% of All Funds
4.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
49
Increased
149
Reduced
100
Closed
28
Calls
$50.6M
Puts
$395K
Net Calls
+$50.2M
Net Calls Change
+$5.56M
Name Holding Trade Value Shares
Change
Change in
Stake
AI
126
AdvisorShares Investments
Maryland
$585K -$81.6K -5,940 -13%
Citigroup
127
Citigroup
New York
$582K +$82.1K +5,974 +17%
TAIM
128
Te Ahumairangi Investment Management
New Zealand
$575K -$650K -47,294 -54%
VSQM
129
V-Square Quantitative Management
Illinois
$574K +$127K +9,224 +30%
AI
130
Atria Investments
North Carolina
$570K -$175K -12,755 -24%
Lazard Asset Management
131
Lazard Asset Management
New York
$563K -$11.9K -866 -2%
SGI
132
Summit Global Investments
Utah
$560K +$531K +38,656 New
WHG
133
Westwood Holdings Group
Texas
$560K -$56.8K -4,137 -10%
CP
134
Covenant Partners
Tennessee
$540K
SRC
135
Sage Rhino Capital
California
$528K -$9.68K -705 -2%
RCM
136
RNC Capital Management
California
$525K -$13.7K -995 -3%
BS
137
Banco Santander
Spain
$521K -$47.1K -3,430 -9%
SIA
138
Schechter Investment Advisors
Michigan
$509K -$3.6K -262 -0.7%
IC
139
Iconiq Capital
California
$508K +$269K +19,556 +126%
GI
140
Gradient Investments
Minnesota
$500K -$184K -13,390 -28%
CHP
141
Cable Hill Partners
Oregon
$495K -$4.72K -344 -1%
P
142
Pitcairn
Pennsylvania
$495K +$12K +876 +3%
Chevy Chase Trust
143
Chevy Chase Trust
Maryland
$484K -$37.6K -2,736 -8%
IWC
144
Integrated Wealth Concepts
Massachusetts
$480K +$18.6K +1,354 +4%
MG
145
Mather Group
Illinois
$474K
KAS
146
Kestra Advisory Services
Texas
$465K +$215K +15,655 +95%
SA
147
Sanctuary Advisors
Indiana
$456K +$24.3K +1,772 +6%
PWPS
148
Pinnacle Wealth Planning Services
Ohio
$455K -$114K -8,263 -21%
ACA
149
Atlas Capital Advisors
Wyoming
$449K -$6.72K -489 -2%
Envestnet Portfolio Solutions
150
Envestnet Portfolio Solutions
Illinois
$446K +$110K +8,018 +35%

SMFG Hedge Fund Activity: Q4 2024 in Review

347 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q4 2024, worth a combined $1.49B — up 28% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SMFG positions and 28 closed out — a net gain of 21 holders — while 149 added to existing stakes and 100 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $101M. The largest seller was Arrowstreet Capital, cutting an estimated $18.4M.

  • 347 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q4 2024, up from 332 in Q3 2024.
  • Funds reported $1.49B of Sumitomo Mitsui Financial stock for Q4 2024, up 28% quarter-over-quarter.
  • 49 funds opened new Sumitomo Mitsui Financial positions in Q4 2024 and 28 closed out, a net change of +21 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q4 2024 was Morgan Stanley, an estimated $101M added.
  • The largest Sumitomo Mitsui Financial seller in Q4 2024 was Arrowstreet Capital, an estimated $18.4M sold.

Based on aggregated 13F filings for Q4 2024.