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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
PSP
151
Principal Street Partners
Tennessee
$422K
SCM
152
Shelton Capital Management
Colorado
$421K +$6.22K +453 +2%
GCM
153
Gallacher Capital Management
Colorado
$420K +$6.72K +489 +2%
Schroder Investment Management Group
154
Schroder Investment Management Group
United Kingdom
$416K +$343 +25 +0.1%
UB
155
UMB Bank
Missouri
$404K -$1.91K -139 -0.5%
TW
156
Traveka Wealth
California
$400K +$1.13K +82 +0.3%
JG
157
Jain Global
New York
$399K +$378K +27,553 New
WFI
158
West Family Investments
California
$390K
LI
159
Louisbourg Investments
New Brunswick, Canada
$386K
PAG
160
Private Advisor Group
New Jersey
$384K +$31K +2,257 +9%
AAS
161
Avantax Advisory Services
Texas
$384K +$84.9K +6,182 +30%
B
162
Bailard
California
$372K +$353K +25,703 New
FOA
163
Five Oceans Advisors
California
$368K +$34.7K +2,527 +11%
SI
164
Seeds Investor
New York
$367K +$40K +2,914 +13%
TC
165
Taika Capital
Florida
$361K +$342K +24,915 New
NWAG
166
Net Worth Advisory Group
Utah
$359K -$8.3K -604 -2%
Truist Financial
167
Truist Financial
North Carolina
$353K -$56.8K -4,136 -15%
CAG
168
Csenge Advisory Group
Florida
$352K +$64.4K +4,685 +24%
BA
169
Bridgewater Advisors
New York
$346K +$4.31K +314 +1%
GI
170
GAMMA Investing
California
$336K +$61.5K +4,479 +24%
DWM
171
Drive Wealth Management
Utah
$313K +$7.86K +572 +3%
EL
172
EWA LLC
Pennsylvania
$312K +$1.77K +129 +0.6%
VCWA
173
Vanguard Capital Wealth Advisors
Colorado
$308K -$210K -15,316 -42%
FAFN
174
First Affirmative Financial Network
Colorado
$304K -$3.56K -259 -1%
Wealth Enhancement Advisory Services
175
Wealth Enhancement Advisory Services
Minnesota
$302K -$1.79K -130 -0.6%

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.