Sumitomo Mitsui Financial
SMFG
310 hedge funds and large institutions have $1.12B invested in Sumitomo Mitsui Financial in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 131 increasing their positions, 93 reducing their positions, and 38 closing their positions.
41% more repeat investments, than reductions
Existing positions increased: 131 | Existing positions reduced: 93
21% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 38
7% more capital invested
Capital invested by funds: $1.04B → $1.12B (+$77.6M)
1% more funds holding
Funds holding: 306 → 310 (+4)
0.97% less ownership
Funds ownership: 8.01% → 7.05% (-0.97%)
22% less call options, than puts
Call options by funds: $295K | Put options by funds: $377K
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$45.3M |
| 2 |
CAC
Cowen and Company
New York
|
+$30M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$6.28M |
| 4 |
SW
Simplicity Wealth
Summit,
New Jersey
|
+$4.88M |
| 5 |
D.E. Shaw & Co
New York
|
+$3.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$157M |
| 2 |
Jane Street
New York
|
-$16.3M |
| 3 |
CCM
Causeway Capital Management
Los Angeles,
California
|
-$10.4M |
| 4 |
CIM
Cowen Investment Management
New York
|
-$9.12M |
| 5 |
XC
XY Capital
Central,
Hong Kong
|
-$7.4M |
SMFG Hedge Fund Activity: Q1 2024 in Review
310 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q1 2024, worth a combined $1.12B — up 7.5% from $1.04B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new SMFG positions and 38 closed out — a net gain of 8 holders — while 131 added to existing stakes and 93 trimmed.
The largest buyer was Clark Capital Management Group, opening a new position worth an estimated $45.3M. The largest seller was Morgan Stanley, cutting an estimated $157M.
- 310 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q1 2024, up from 306 in Q4 2023.
- Funds reported $1.12B of Sumitomo Mitsui Financial stock for Q1 2024, up 7.5% quarter-over-quarter.
- 46 funds opened new Sumitomo Mitsui Financial positions in Q1 2024 and 38 closed out, a net change of +8 holders.
- The largest Sumitomo Mitsui Financial buyer in Q1 2024 was Clark Capital Management Group, an estimated $45.3M added.
- The largest Sumitomo Mitsui Financial seller in Q1 2024 was Morgan Stanley, an estimated $157M sold.
Based on aggregated 13F filings for Q1 2024.