Sumitomo Mitsui Financial
SMFG
264 hedge funds and large institutions have $937M invested in Sumitomo Mitsui Financial in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 120 increasing their positions, 77 reducing their positions, and 28 closing their positions.
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 (+$63.2M)
0.16% more ownership
Funds ownership: 7.98% → 8.14% (+0.16%)
0% less funds holding
Funds holding: 265 → 264 (-1)
4% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 28
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
+$19.2M |
| 2 |
Natixis Advisors
Boston,
Massachusetts
|
+$11.9M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$8.79M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$5.97M |
| 5 |
Goldman Sachs
New York
|
+$4.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Samlyn Capital
New York
|
-$20.1M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$19.1M |
| 3 |
CIM
Cowen Investment Management
New York
|
-$9.85M |
| 4 |
XC
XY Capital
Central,
Hong Kong
|
-$5.95M |
| 5 |
D.E. Shaw & Co
New York
|
-$5.94M |
SMFG Hedge Fund Activity: Q2 2023 in Review
264 of the 6,383 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.
Sellers outnumbered buyers: 28 funds closed out of SMFG and 27 opened new positions — a net loss of 1 holder — while 77 trimmed existing stakes and 120 added.
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.
- 264 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q2 2023, down from 265 in Q1 2023.
- Funds reported $937M of Sumitomo Mitsui Financial stock for Q2 2023, up 7.2% quarter-over-quarter.
- 27 funds opened new Sumitomo Mitsui Financial positions in Q2 2023 and 28 closed out, a net change of -1 holder.
- 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.