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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
FOA
151
Five Oceans Advisors
California
$210K
JFG
152
Jefferies Financial Group
New York
$209K +$201K +24,332 New
DC
153
Davenport & Co
Virginia
$205K -$2.21K -267 -1%
Pzena Investment Management
154
Pzena Investment Management
New York
$203K
RCAG
155
Rehmann Capital Advisory Group
Michigan
$198K +$46.4K +5,620 +32%
EL
156
EWA LLC
Pennsylvania
$188K +$215 +26 +0.1%
AA
157
AlphaQ Advisors
Florida
$186K -$4.54K -550 -2%
Rockefeller Capital Management
158
Rockefeller Capital Management
New York
$177K +$19.1K +2,307 +13%
ASN
159
Advisory Services Network
Georgia
$176K +$165K +19,970 +4,010%
NRC
160
New Republic Capital
North Carolina
$171K +$12.6K +1,522 +8%
WRPWM
161
Werba Rubin Papier Wealth Management
California
$170K +$2.31K +280 +1%
PMA
162
Prudent Man Advisors
Illinois
$168K
Fisher Asset Management
163
Fisher Asset Management
Washington
$165K
Prudential Financial
164
Prudential Financial
New Jersey
$165K +$46.3K +5,604 +41%
CQS
165
Credential Qtrade Securities
$164K -$6.03K -730 -4%
KAS
166
Kestra Advisory Services
Texas
$164K -$11.1K -1,347 -7%
VFA
167
Valeo Financial Advisors
Indiana
$159K +$12.7K +1,533 +9%
CAN
168
Cetera Advisor Networks
California
$155K +$3.57K +432 +2%
SI
169
Stephens Inc
Arkansas
$151K -$17K -2,053 -10%
GT
170
Glenmede Trust
Pennsylvania
$149K
Susquehanna International Group
171
Susquehanna International Group
Pennsylvania
$147K -$897K -108,622 -86%
WFI
172
West Family Investments
California
$143K -$12.7K -1,540 -8%
P
173
Pitcairn
Pennsylvania
$139K +$28.3K +3,430 +27%
DWM
174
Drive Wealth Management
Utah
$135K +$15.2K +1,834 +14%
VAS
175
Vestmark Advisory Solutions
Massachusetts
$128K -$5.23K -633 -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.