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Sumitomo Mitsui Financial

323 hedge funds and large institutions have $1.58B invested in Sumitomo Mitsui Financial in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 138 increasing their positions, 103 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

53,556% more call options, than puts

Call options by funds: $47.8M | Put options by funds: $89K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

62% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 26

41% more capital invested

Capital invested by funds: $1.12B → $1.58B (+$462M)

34% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 103

4% more funds holding

Funds holding: 310323 (+13)

0.19% more ownership

Funds ownership: 7.05%7.23% (+0.19%)

Holders
323
Holders Change
+13
Holders Change %
+4.19%
% of All Funds
4.66%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
42
Increased
138
Reduced
103
Closed
26
Calls
$47.8M
Puts
$89K
Net Calls
+$47.7M
Net Calls Change
+$47.7M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
1
Groupama Asset Management
France
$301M +$1.23M +101,624 +227%
Morgan Stanley
2
Morgan Stanley
New York
$181M +$16.3M +1,343,938 +11%
Goldman Sachs
3
Goldman Sachs
New York
$152M +$4.96M +409,360 +4%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$91.9M -$2.42M -199,702 -3%
BlackRock
5
BlackRock
New York
$91.6M +$2.52M +208,030 +3%
CCMG
6
Clark Capital Management Group
Pennsylvania
$58.4M +$1.64M +135,518 +3%
Wells Fargo
7
Wells Fargo
California
$55.6M -$1.6M -131,924 -3%
CIM
8
Cowen Investment Management
New York
$44.3M
Millennium Management
9
Millennium Management
New York
$39.7M -$3.06M -252,494 -8%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$39.3M -$246K -20,338 -0.7%
Northern Trust
11
Northern Trust
Illinois
$37.6M -$1.04M -85,940 -3%
CAC
12
Cowen and Company
New York
$37.6M
Renaissance Technologies
13
Renaissance Technologies
New York
$20.5M -$466K -38,500 -2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$19.3M -$1.51M -124,645 -8%
American Century Companies
15
American Century Companies
Missouri
$18M +$837K +69,145 +5%
Invesco
16
Invesco
Georgia
$16.9M -$7.47M -617,129 -33%
Bank of America
17
Bank of America
North Carolina
$15.8M -$1.77M -145,965 -11%
AHC
18
Anderson Hoagland & Co
Missouri
$11.8M -$7.74K -639 -0.1%
JP Morgan Chase
19
JP Morgan Chase
New York
$11.4M +$204K +16,867 +2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
20
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$8.26M +$5.42M +447,800 +267%
CIBC Asset Management
21
CIBC Asset Management
Ontario, Canada
$8.21M -$324K -26,758 -4%
Natixis Advisors
22
Natixis Advisors
Massachusetts
$7.89M +$477K +39,412 +7%
OSAM
23
O'Shaughnessy Asset Management
Connecticut
$7.84M +$734K +60,568 +12%
CIBC World Market
24
CIBC World Market
Ontario, Canada
$7.72M -$41.4K -3,421 -0.6%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$7.61M -$4.41M -363,840 -39%

SMFG Hedge Fund Activity: Q2 2024 in Review

323 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q2 2024, worth a combined $1.58B — up 41% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new SMFG positions and 26 closed out — a net gain of 16 holders — while 138 added to existing stakes and 103 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $16.3M. The largest seller was Invesco, cutting an estimated $7.47M.

  • 323 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q2 2024, up from 310 in Q1 2024.
  • Funds reported $1.58B of Sumitomo Mitsui Financial stock for Q2 2024, up 41% quarter-over-quarter.
  • 42 funds opened new Sumitomo Mitsui Financial positions in Q2 2024 and 26 closed out, a net change of +16 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q2 2024 was Morgan Stanley, an estimated $16.3M added.
  • The largest Sumitomo Mitsui Financial seller in Q2 2024 was Invesco, an estimated $7.47M sold.

Based on aggregated 13F filings for Q2 2024.