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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
Allspring Global Investments
201
Allspring Global Investments
North Carolina
$73.1K -$10.3K -1,250 -13%
MHR
202
Matthew Hamilton Rosenberg
$56.2K
PAM
203
Paradigm Asset Management
New York
$54.2K
Simplex Trading
204
Simplex Trading
Illinois
$51K +$198 +24 +0.4%
AssetMark Inc
205
AssetMark Inc
California
$49.8K
IA
206
IFP Advisors
Florida
$48.1K
GWS
207
Glassman Wealth Services
Virginia
$46.2K +$2.82K +341 +7%
HCP
208
Hexagon Capital Partners
Arkansas
$45K -$2.54K -307 -6%
Axa
209
Axa
France
$41.2K
BTI
210
Blue Trust Inc
Georgia
$38K -$53.9K -6,526 -58%
TPCW
211
TD Private Client Wealth
New York
$35K +$4.85K +587 +17%
SPIA
212
Steward Partners Investment Advisory
New York
$32.1K
FMII
213
Farmers & Merchants Investments Inc
Nebraska
$30.6K
TRCT
214
Tower Research Capital (TRC)
New York
$27.9K +$11K +1,333 +70%
UB
215
UMB Bank
Missouri
$27.6K
FHA
216
First Horizon Advisors
Tennessee
$26.9K +$5.72K +693 +28%
Bessemer Group
217
Bessemer Group
New Jersey
$26K +$14.5K +1,755 +144%
PCM
218
Perritt Capital Management
Illinois
$21.5K
JWA
219
JFS Wealth Advisors
Pennsylvania
$19.6K
Fifth Third Bancorp
220
Fifth Third Bancorp
Ohio
$18.7K -$4.34K -525 -19%
HWA
221
HHM Wealth Advisors
Tennessee
$16.8K
EWA
222
EverSource Wealth Advisors
Alabama
$15.3K -$867 -105 -6%
GRP
223
Global Retirement Partners
California
$14.1K -$578 -70 -4%
CCA
224
Column Capital Advisors
Indiana
$13.7K
EBA
225
Eagle Bay Advisors
New York
$12.3K

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.