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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
IWC
151
Integrated Wealth Concepts
Massachusetts
$401K +$79 +6 +0%
ACA
152
Atlas Capital Advisors
Wyoming
$397K -$2.03K -154 -0.5%
PSP
153
Principal Street Partners
Tennessee
$391K
CIP
154
Capital Insight Partners
Arizona
$388K +$406K +30,742 New
VSQM
155
V-Square Quantitative Management
Illinois
$386K
BCM
156
Barometer Capital Management
Ontario, Canada
$367K
Qube Research & Technologies (QRT)
157
Qube Research & Technologies (QRT)
United Kingdom
$362K -$1.62M -122,751 -81%
SCM
158
Shelton Capital Management
Colorado
$361K +$378K +28,607 New
Truist Financial
159
Truist Financial
North Carolina
$360K -$7.65K -579 -2%
GCM
160
Gallacher Capital Management
Colorado
$360K -$5.32K -403 -1%
UB
161
UMB Bank
Missouri
$354K -$4.03K -305 -1%
TW
162
Traveka Wealth
California
$348K +$132 +10 +0%
Squarepoint
163
Squarepoint
New York
$347K +$363K +27,451 New
Schroder Investment Management Group
164
Schroder Investment Management Group
United Kingdom
$341K -$226K -17,106 -37%
WFI
165
West Family Investments
California
$340K +$16.1K +1,220 +5%
LI
166
Louisbourg Investments
New Brunswick, Canada
$337K
William Blair & Company
167
William Blair & Company
Illinois
$330K +$345K +26,146 New
NWAG
168
Net Worth Advisory Group
Utah
$320K +$335K +25,351 New
WPW
169
Waldron Private Wealth
Pennsylvania
$309K +$513K +38,868 New
PAG
170
Private Advisor Group
New Jersey
$307K +$16.4K +1,238 +5%
EL
171
EWA LLC
Pennsylvania
$306K -$621 -47 -0.2%
BA
172
Bridgewater Advisors
New York
$304K +$1.07K +81 +0.3%
FOA
173
Five Oceans Advisors
California
$289K
Envestnet Portfolio Solutions
174
Envestnet Portfolio Solutions
Illinois
$288K +$46.6K +3,530 +18%
SI
175
Seeds Investor
New York
$283K +$22.3K +1,688 +8%

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.