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Sumitomo Mitsui Financial

332 hedge funds and large institutions have $1.16B invested in Sumitomo Mitsui Financial in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 144 increasing their positions, 104 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

38,789% more call options, than puts

Call options by funds: $44.7M | Put options by funds: $115K

38% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 104

34% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 32

3% more funds holding

Funds holding: 323332 (+9)

0.09% less ownership

Funds ownership: 7.23%7.15% (-0.09%)

27% less capital invested

Capital invested by funds: $1.58B → $1.16B (-$419M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
332
Holders Change
+9
Holders Change %
+2.79%
% of All Funds
4.77%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
43
Increased
144
Reduced
104
Closed
32
Calls
$44.7M
Puts
$115K
Net Calls
+$44.6M
Net Calls Change
-$3.06M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
201
Claro Advisors
Massachusetts
$212K -$1.2K -91 -0.5%
WPC
202
Wedmont Private Capital
Pennsylvania
$209K +$17.3K +1,312 +9%
KAS
203
Kestra Advisory Services
Texas
$208K -$639K -48,391 -75%
CCG
204
Catalina Capital Group
California
$205K -$2.88K -218 -1%
DAS
205
Diversify Advisory Services
Utah
$204K -$57.7K -4,368 -21%
CCM
206
Causeway Capital Management
California
$204K -$32.6K -2,467 -13%
VFA
207
Valeo Financial Advisors
Indiana
$201K +$9.72K +736 +5%
HAG
208
HighPoint Advisor Group
Illinois
$201K +$24.5K +1,853 +13%
SF
209
Synovus Financial
Georgia
$199K +$208K +15,754 New
IC
210
Iconiq Capital
California
$196K +$205K +15,502 New
NRC
211
New Republic Capital
North Carolina
$194K -$44.2K -3,348 -18%
GC
212
Guggenheim Capital
Illinois
$194K -$330K -25,014 -62%
HSBC Holdings
213
HSBC Holdings
United Kingdom
$193K -$325K -24,591 -62%
AWM
214
Apollon Wealth Management
South Carolina
$193K -$8.11K -614 -4%
RJFSA
215
Raymond James Financial Services Advisors
Florida
$189K -$57.9K -4,382 -23%
CCM
216
Coldstream Capital Management
Washington
$189K +$197K +14,925 New
PCS
217
Personal CFO Solutions
New Jersey
$188K +$10.9K +825 +6%
BHPW
218
Beverly Hills Private Wealth
California
$185K -$50.8K -3,845 -21%
OL
219
Optas LLC
Texas
$180K +$188K +14,249 New
TRCT
220
Tower Research Capital (TRC)
New York
$180K +$59.8K +4,530 +47%
State Street
221
State Street
Massachusetts
$176K
CH
222
Cromwell Holdings
Wyoming
$175K
ACC
223
Acorn Creek Capital
Colorado
$170K +$2.54K +192 +1%
Commonwealth Equity Services
224
Commonwealth Equity Services
Massachusetts
$170K +$21.5K +1,628 +14%
WI
225
WrapManager Inc
California
$169K -$28.1K -2,127 -14%

SMFG Hedge Fund Activity: Q3 2024 in Review

332 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q3 2024, worth a combined $1.16B — down 27% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new SMFG positions and 32 closed out — a net gain of 11 holders — while 144 added to existing stakes and 104 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $37.6M. The largest seller was Groupama Asset Management, exiting entirely with an estimated $301M sold.

  • 332 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q3 2024, up from 323 in Q2 2024.
  • Funds reported $1.16B of Sumitomo Mitsui Financial stock for Q3 2024, down 27% quarter-over-quarter.
  • 43 funds opened new Sumitomo Mitsui Financial positions in Q3 2024 and 32 closed out, a net change of +11 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q3 2024 was Morgan Stanley, an estimated $37.6M added.
  • The largest Sumitomo Mitsui Financial seller in Q3 2024 was Groupama Asset Management, an estimated $301M sold.

Based on aggregated 13F filings for Q3 2024.