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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
PCIA
176
Prime Capital Investment Advisors
Kansas
$300K -$3.82K -278 -1%
SCP
177
Sivia Capital Partners
California
$298K -$9.46K -689 -3%
SW
178
SVB Wealth
Massachusetts
$297K +$282K +20,494 New
CCM
179
Coldstream Capital Management
Washington
$294K +$73.8K +5,371 +36%
KeyBank National Association
180
KeyBank National Association
Ohio
$290K -$5.85K -426 -2%
GRP
181
Global Retirement Partners
California
$289K +$153K +11,166 +127%
SMA
182
Sage Mountain Advisors
Georgia
$287K +$20.4K +1,485 +8%
GIC
183
Generali Investments CEE
Czech Republic
$287K +$272K +19,800 New
SC
184
Savant Capital
Illinois
$287K +$121K +8,778 +80%
Pzena Investment Management
185
Pzena Investment Management
New York
$284K +$13.8K +1,004 +5%
WRPWM
186
Werba Rubin Papier Wealth Management
California
$283K -$20.9K -1,520 -7%
CAPTRUST Financial Advisors
187
CAPTRUST Financial Advisors
North Carolina
$282K -$337K -24,525 -56%
LC
188
Lindbrook Capital
California
$280K +$13K +948 +5%
GC
189
Guggenheim Capital
Illinois
$277K +$51.5K +3,746 +24%
BWP
190
BSW Wealth Partners
Colorado
$273K +$16.1K +1,170 +7%
AssetMark Inc
191
AssetMark Inc
California
$272K +$137K +10,003 +114%
Lido Advisors
192
Lido Advisors
California
$269K +$20.3K +1,480 +9%
JFG
193
Jefferies Financial Group
New York
$265K +$17.7K +1,290 +8%
CCG
194
Catalina Capital Group
California
$255K +$18.6K +1,356 +8%
SC
195
Syon Capital
California
$253K +$85.3K +6,207 +55%
BFG
196
Bleakley Financial Group
New Jersey
$250K -$2.51K -183 -1%
Verition Fund Management
197
Verition Fund Management
Connecticut
$243K +$230K +16,738 New
Carson Wealth (CWM LLC)
198
Carson Wealth (CWM LLC)
Nebraska
$240K -$5.69K -414 -2%
MOS
199
MGO One Seven
Ohio
$239K +$73.5K +5,352 +48%
CA
200
Claro Advisors
Massachusetts
$238K -$4.35K -317 -2%

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.