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
CHP
151
Cable Hill Partners
Oregon
$472K +$12.9K +1,065 +3%
SIA
152
Schechter Investment Advisors
Michigan
$471K +$18.7K +1,546 +5%
Allspring Global Investments
153
Allspring Global Investments
North Carolina
$464K +$192K +15,812 +84%
CGA
154
Channing Global Advisors
Florida
$442K -$218 -18 -0.1%
GA
155
Gateway Advisory
New Jersey
$435K -$29.9K -2,471 -7%
Capstone Investment Advisors
156
Capstone Investment Advisors
New York
$431K +$123K +10,138 +46%
Citigroup
157
Citigroup
New York
$431K +$107K +8,864 +38%
IWC
158
Integrated Wealth Concepts
Massachusetts
$426K -$38.6K -3,188 -9%
JFG
159
Jefferies Financial Group
New York
$425K
ACA
160
Atlas Capital Advisors
Wyoming
$424K +$51.3K +4,233 +15%
P
161
&Partners
Tennessee
$410K +$371K +30,610 New
VSQM
162
V-Square Quantitative Management
Illinois
$410K
Rockefeller Capital Management
163
Rockefeller Capital Management
New York
$407K +$85.6K +7,065 +30%
PSP
164
Principal Street Partners
Tennessee
$391K
Truist Financial
165
Truist Financial
North Carolina
$390K -$85.9K -7,088 -20%
BCM
166
Barometer Capital Management
Ontario, Canada
$390K -$54.5K -4,500 -13%
GCM
167
Gallacher Capital Management
Colorado
$387K -$6.06K -500 -2%
MG
168
Mather Group
Illinois
$385K -$993 -82 -0.3%
UB
169
UMB Bank
Missouri
$380K -$727 -60 -0.2%
TW
170
Traveka Wealth
California
$369K +$10.4K +859 +3%
LI
171
Louisbourg Investments
New Brunswick, Canada
$357K
WFI
172
West Family Investments
California
$344K +$54.1K +4,470 +21%
SW
173
SVB Wealth
Massachusetts
$342K -$54.5K -4,502 -15%
NA
174
NewEdge Advisors
Louisiana
$327K -$59.6K -4,920 -17%
BA
175
Bridgewater Advisors
New York
$324K +$288K +23,785 New

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.