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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
Morgan Stanley
1
Morgan Stanley
New York
$106M +$2.84M +344,108 +3%
Goldman Sachs
2
Goldman Sachs
New York
$102M +$4.79M +579,175 +5%
Lazard Asset Management
3
Lazard Asset Management
New York
$64.6M +$19.2M +2,329,260 +45%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$54.7M +$44K +5,324 +0.1%
BlackRock
5
BlackRock
New York
$53.7M +$2.92M +353,830 +6%
Wells Fargo
6
Wells Fargo
California
$43.2M -$808K -97,836 -2%
CIM
7
Cowen Investment Management
New York
$38.3M -$9.85M -1,192,000 -21%
Invesco
8
Invesco
Georgia
$33.3M +$5.97M +722,236 +23%
Northern Trust
9
Northern Trust
Illinois
$33.3M -$29.5K -3,567 -0.1%
Bank of America
10
Bank of America
North Carolina
$25.4M -$419K -50,655 -2%
CAC
11
Cowen and Company
New York
$24.1M
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$19.8M -$41.1K -4,973 -0.2%
Natixis Advisors
13
Natixis Advisors
Massachusetts
$18.4M +$11.9M +1,436,362 +205%
Renaissance Technologies
14
Renaissance Technologies
New York
$18.3M -$1.99M -240,900 -10%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$16.7M -$1.92M -232,278 -11%
CCM
16
Causeway Capital Management
California
$14.3M -$10.5K -1,267 -0.1%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$12.6M -$1.18M -142,953 -9%
Marshall Wace
18
Marshall Wace
United Kingdom
$11.1M -$19.1M -2,314,600 -64%
American Century Companies
19
American Century Companies
Missouri
$9.2M +$1.15M +139,623 +15%
Jane Street
20
Jane Street
New York
$9.15M +$1.55M +187,138 +21%
Citadel Advisors
21
Citadel Advisors
Florida
$9.15M +$8.79M +1,063,666 New
Federated Hermes
22
Federated Hermes
Pennsylvania
$8.51M -$276K -33,414 -3%
JP Morgan Chase
23
JP Morgan Chase
New York
$7.81M +$402K +48,604 +6%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$7.49M +$198K +23,917 +3%
CIBC World Market
25
CIBC World Market
Ontario, Canada
$6.96M -$1.48M -179,281 -18%

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.