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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
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$230K +$17.6K +1,456 +9%
CA
202
Claro Advisors
Massachusetts
$226K +$1.85K +153 +0.9%
AIA
203
Alera Investment Advisors
Illinois
$226K +$204K +16,826 New
SA
204
Sanctuary Advisors
Indiana
$222K +$239K +19,760 New
CCG
205
Catalina Capital Group
California
$221K +$2.42K +200 +1%
KP
206
Keel Point
Alabama
$218K +$46.3K +3,819 +29%
AWM
207
Apollon Wealth Management
South Carolina
$213K +$11.9K +980 +7%
WI
208
WrapManager Inc
California
$208K -$35.5K -2,933 -16%
GI
209
GAMMA Investing
California
$206K +$38.8K +3,206 +26%
SWP
210
Stratos Wealth Partners
Ohio
$206K +$5.35K +442 +3%
VFA
211
Valeo Financial Advisors
Indiana
$204K +$1.08K +89 +0.6%
SC
212
Savant Capital
Illinois
$203K +$183K +15,127 New
WPC
213
Wedmont Private Capital
Pennsylvania
$203K +$23.3K +1,924 +15%
SAM
214
Smartleaf Asset Management
Massachusetts
$198K +$21.6K +1,782 +13%
Lido Advisors
215
Lido Advisors
California
$194K +$175K +14,433 New
CC
216
Centiva Capital
New York
$192K +$27.2K +2,246 +19%
State Street
217
State Street
Massachusetts
$189K
PCS
218
Personal CFO Solutions
New Jersey
$189K +$5.34K +441 +3%
HAG
219
HighPoint Advisor Group
Illinois
$188K +$8.37K +691 +5%
BTI
220
Blue Trust Inc
Georgia
$188K +$131K +10,833 +212%
CH
221
Cromwell Holdings
Wyoming
$186K +$168K +13,841 New
CGL
222
Clarius Group LLC
Washington
$185K -$78.4K -6,470 -32%
WS
223
Wedbush Securities
California
$185K -$7.41K -612 -4%
RCAG
224
Rehmann Capital Advisory Group
Michigan
$182K -$424 -35 -0.3%
Tudor Investment Corp
225
Tudor Investment Corp
Connecticut
$178K -$1.55M -127,864 -91%

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.