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Sumitomo Mitsui Financial

332 hedge funds and large institutions have $1.16B invested in Sumitomo Mitsui Financial in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 144 increasing their positions, 104 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

38,789% more call options, than puts

Call options by funds: $44.7M | Put options by funds: $115K

38% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 104

34% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 32

3% more funds holding

Funds holding: 323332 (+9)

0.09% less ownership

Funds ownership: 7.23%7.15% (-0.09%)

27% less capital invested

Capital invested by funds: $1.58B → $1.16B (-$419M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
332
Holders Change
+9
Holders Change %
+2.79%
% of All Funds
4.77%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
43
Increased
144
Reduced
104
Closed
32
Calls
$44.7M
Puts
$115K
Net Calls
+$44.6M
Net Calls Change
-$3.06M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$206M +$37.6M +2,848,854 +21%
Goldman Sachs
2
Goldman Sachs
New York
$142M -$1.31M -99,416 -0.9%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$90.9M +$4.52M +342,604 +5%
BlackRock
4
BlackRock
New York
$87.3M +$1.06M +80,384 +1%
CCMG
5
Clark Capital Management Group
Pennsylvania
$63.5M +$8.86M +671,080 +15%
Wells Fargo
6
Wells Fargo
California
$41.4M -$11.4M -863,511 -21%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$36.2M -$867K -65,614 -2%
Northern Trust
8
Northern Trust
Illinois
$35.4M -$1.61K -122 -0%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$21.9M +$3.88M +294,105 +20%
Bank of America
10
Bank of America
North Carolina
$20.8M +$6.2M +469,539 +40%
Renaissance Technologies
11
Renaissance Technologies
New York
$20.6M +$1.4M +106,100 +7%
CAC
12
Cowen and Company
New York
$19.7M -$16.4M -1,240,500 -44%
American Century Companies
13
American Century Companies
Missouri
$18.2M +$1.32M +99,680 +7%
JP Morgan Chase
14
JP Morgan Chase
New York
$17.3M +$6.83M +517,179 +61%
Invesco
15
Invesco
Georgia
$17.1M +$1.3M +98,703 +8%
AHC
16
Anderson Hoagland & Co
Missouri
$11M -$106K -8,037 -0.9%
OSAM
17
O'Shaughnessy Asset Management
Connecticut
$7.98M +$301K +22,828 +4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$7.49M +$342K +25,908 +5%
Natixis Advisors
19
Natixis Advisors
Massachusetts
$7.41M -$25.9K -1,958 -0.3%
CIBC World Market
20
CIBC World Market
Ontario, Canada
$7.09M -$195K -14,743 -3%
QCM
21
Quantinno Capital Management
New York
$6.9M +$1.37M +103,810 +23%
UBS Group
22
UBS Group
Switzerland
$6.7M +$2.29M +173,212 +48%
Franklin Resources
23
Franklin Resources
California
$6.54M +$226K +17,120 +4%
CGH
24
Crossmark Global Holdings
Texas
$6.24M +$1.16M +87,993 +22%
CIBC Asset Management
25
CIBC Asset Management
Ontario, Canada
$6.05M -$1.68M -127,123 -21%

SMFG Hedge Fund Activity: Q3 2024 in Review

332 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q3 2024, worth a combined $1.16B — down 27% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new SMFG positions and 32 closed out — a net gain of 11 holders — while 144 added to existing stakes and 104 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $37.6M. The largest seller was Groupama Asset Management, exiting entirely with an estimated $301M sold.

  • 332 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q3 2024, up from 323 in Q2 2024.
  • Funds reported $1.16B of Sumitomo Mitsui Financial stock for Q3 2024, down 27% quarter-over-quarter.
  • 43 funds opened new Sumitomo Mitsui Financial positions in Q3 2024 and 32 closed out, a net change of +11 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q3 2024 was Morgan Stanley, an estimated $37.6M added.
  • The largest Sumitomo Mitsui Financial seller in Q3 2024 was Groupama Asset Management, an estimated $301M sold.

Based on aggregated 13F filings for Q3 2024.