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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
PAG
176
Private Advisor Group
New Jersey
$309K +$24.3K +2,003 +10%
FOA
177
Five Oceans Advisors
California
$307K +$36.5K +3,010 +15%
EL
178
EWA LLC
Pennsylvania
$304K +$291 +24 +0.1%
Pzena Investment Management
179
Pzena Investment Management
New York
$296K -$8.27K -683 -3%
SCP
180
Sivia Capital Partners
California
$293K +$2.67K +220 +1%
DAS
181
Diversify Advisory Services
Utah
$281K -$406K -33,501 -62%
BWP
182
BSW Wealth Partners
Colorado
$280K +$34.2K +2,820 +16%
DWM
183
Drive Wealth Management
Utah
$279K +$5.11K +422 +2%
SI
184
Seeds Investor
New York
$278K +$31.6K +2,607 +14%
PCIA
185
Prime Capital Investment Advisors
Kansas
$277K -$2.33K -192 -0.9%
Wealth Enhancement Advisory Services
186
Wealth Enhancement Advisory Services
Minnesota
$271K +$11.7K +963 +5%
KeyBank National Association
187
KeyBank National Association
Ohio
$271K +$45.6K +3,766 +23%
WRPWM
188
Werba Rubin Papier Wealth Management
California
$269K -$11.8K -976 -5%
Barclays
189
Barclays
United Kingdom
$268K
RJFSA
190
Raymond James Financial Services Advisors
Florida
$259K -$51.1K -4,222 -18%
FAFN
191
First Affirmative Financial Network
Colorado
$258K +$28.1K +2,321 +14%
Envestnet Portfolio Solutions
192
Envestnet Portfolio Solutions
Illinois
$258K -$26.1K -2,157 -10%
AAS
193
Avantax Advisory Services
Texas
$257K +$232K +19,129 New
NRC
194
New Republic Capital
North Carolina
$251K +$9.77K +807 +5%
CCM
195
Causeway Capital Management
California
$249K -$21.5K -1,775 -9%
BHPW
196
Beverly Hills Private Wealth
California
$248K +$1.31K +108 +0.6%
SMA
197
Sage Mountain Advisors
Georgia
$245K +$221K +18,277 New
LC
198
Lindbrook Capital
California
$241K +$7.28K +601 +3%
CAG
199
Csenge Advisory Group
Florida
$239K +$7.22K +596 +3%
SA
200
Shilanski & Associates
Alaska
$232K -$2.33K -192 -1%

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.