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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
IC
176
IEQ Capital
California
$127K +$38.1K +4,612 +45%
NP
177
Nilsine Partners
Colorado
$125K +$121K +14,591 New
FA
178
FDx Advisors
Illinois
$123K -$55.6K -6,725 -32%
State Street
179
State Street
Massachusetts
$122K -$74.1K -8,963 -39%
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$120K +$19.1K +2,306 +20%
HIA
181
Harbor Investment Advisory
Maryland
$117K
KeyBank National Association
182
KeyBank National Association
Ohio
$117K +$3.93K +476 +4%
HNB
183
Huntington National Bank
Ohio
$116K +$2.6K +315 +2%
LC
184
Lindbrook Capital
California
$112K -$3.96K -479 -4%
Citigroup
185
Citigroup
New York
$112K +$2.34K +283 +2%
Commonwealth Equity Services
186
Commonwealth Equity Services
Massachusetts
$111K +$21.7K +2,628 +26%
IWP
187
Icon Wealth Partners
Texas
$107K
Neuberger Berman Group
188
Neuberger Berman Group
New York
$107K +$15.3K +1,847 +17%
PFO
189
Pathstone Family Office
New Jersey
$106K +$11.2K +1,353 +13%
Balyasny Asset Management
190
Balyasny Asset Management
Illinois
$102K -$2.96K -358 -3%
BPA
191
Beacon Pointe Advisors
California
$99.3K -$2.7K -327 -3%
KP
192
Keel Point
Alabama
$99.1K -$22.5K -2,720 -19%
AAS
193
Avantax Advisory Services
Texas
$98.9K -$843 -102 -0.9%
II
194
Inspire Investing
Idaho
$98.3K +$2.2K +266 +2%
FCH
195
Freestone Capital Holdings
Washington
$96.5K -$13.4K -1,626 -13%
FAFN
196
First Affirmative Financial Network
Colorado
$96.5K +$92.7K +11,220 New
AC
197
AXQ Capital
New Jersey
$93.4K +$89.7K +10,856 New
BSW
198
Buckingham Strategic Wealth
Missouri
$87.7K +$84.3K +10,198 New
SCA
199
Snowden Capital Advisors
New York
$87.2K -$231 -28 -0.3%
SMA
200
Seven Mile Advisory
New Jersey
$86.1K +$82.8K +10,017 New

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.