Sumitomo Mitsui Financial
SMFG
308 hedge funds and large institutions have $911M invested in Sumitomo Mitsui Financial in 2023 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 99 increasing their positions, 103 reducing their positions, and 32 closing their positions.
371% more call options, than puts
Call options by funds: $1.65M | Put options by funds: $349K
134% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 32
13% more funds holding
Funds holding: 272 → 308 (+36)
0.44% less ownership
Funds ownership: 7.47% → 7.03% (-0.44%)
4% less repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 103
8% less capital invested
Capital invested by funds: $985M → $911M (-$73.9M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$29.4M |
| 2 |
Jane Street
New York
|
+$13.4M |
| 3 |
Morgan Stanley
New York
|
+$10.9M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$6.28M |
| 5 |
GS
GTS Securities
Miami,
Florida
|
+$5.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$47.4M |
| 2 |
Natixis Advisors
Boston,
Massachusetts
|
-$15.6M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$15.2M |
| 4 |
CFM
Capricorn Fund Managers
London,
United Kingdom
|
-$9.07M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$7.5M |
SMFG Hedge Fund Activity: Q4 2023 in Review
308 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q4 2023, worth a combined $911M — down 7.5% from $985M a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new SMFG positions and 32 closed out — a net gain of 43 holders — while 99 added to existing stakes and 103 trimmed.
The largest buyer was Millennium Management, adding an estimated $29.4M. The largest seller was Lazard Asset Management, cutting an estimated $47.4M.
- 308 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q4 2023, up from 272 in Q3 2023.
- Funds reported $911M of Sumitomo Mitsui Financial stock for Q4 2023, down 7.5% quarter-over-quarter.
- 75 funds opened new Sumitomo Mitsui Financial positions in Q4 2023 and 32 closed out, a net change of +43 holders.
- The largest Sumitomo Mitsui Financial buyer in Q4 2023 was Millennium Management, an estimated $29.4M added.
- The largest Sumitomo Mitsui Financial seller in Q4 2023 was Lazard Asset Management, an estimated $47.4M sold.
Based on aggregated 13F filings for Q4 2023.