Sumitomo Mitsui Financial
SMFG
272 hedge funds and large institutions have $985M invested in Sumitomo Mitsui Financial in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 107 increasing their positions, 97 reducing their positions, and 21 closing their positions.
9,640% more call options, than puts
Call options by funds: $13.6M | Put options by funds: $140K
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
43% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 21
10% more repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 97
5% more capital invested
Capital invested by funds: $937M → $985M (+$48.3M)
3% more funds holding
Funds holding: 264 → 272 (+8)
0.67% less ownership
Funds ownership: 8.14% → 7.47% (-0.67%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFM
Capricorn Fund Managers
London,
United Kingdom
|
+$8.51M |
| 2 |
XC
XY Capital
Central,
Hong Kong
|
+$6.27M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$5.55M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$3.52M |
| 5 |
AHC
Anderson Hoagland & Co
St Louis,
Missouri
|
+$2.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAC
Cowen and Company
New York
|
-$24.1M |
| 2 |
Lazard Asset Management
New York
|
-$23.5M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$11.8M |
| 4 |
Jane Street
New York
|
-$7.72M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$7.62M |
SMFG Hedge Fund Activity: Q3 2023 in Review
272 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q3 2023, worth a combined $985M — up 5.2% from $937M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new SMFG positions and 21 closed out — a net gain of 9 holders — while 107 added to existing stakes and 97 trimmed.
The largest buyer was Capricorn Fund Managers, opening a new position worth an estimated $8.51M. The largest seller was Cowen and Company, exiting entirely with an estimated $24.1M sold.
- 272 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q3 2023, up from 264 in Q2 2023.
- Funds reported $985M of Sumitomo Mitsui Financial stock for Q3 2023, up 5.2% quarter-over-quarter.
- 30 funds opened new Sumitomo Mitsui Financial positions in Q3 2023 and 21 closed out, a net change of +9 holders.
- The largest Sumitomo Mitsui Financial buyer in Q3 2023 was Capricorn Fund Managers, an estimated $8.51M added.
- The largest Sumitomo Mitsui Financial seller in Q3 2023 was Cowen and Company, an estimated $24.1M sold.
Based on aggregated 13F filings for Q3 2023.