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Sumitomo Mitsui Financial

347 hedge funds and large institutions have $1.49B invested in Sumitomo Mitsui Financial in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 149 increasing their positions, 100 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

12,702% more call options, than puts

Call options by funds: $50.6M | Put options by funds: $395K

75% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 28

49% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 100

28% more capital invested

Capital invested by funds: $1.16B → $1.49B (+$327M)

5% more funds holding

Funds holding: 332347 (+15)

4.54% less ownership

Funds ownership: 7.15%2.61% (-4.5%)

Holders
347
Holders Change
+15
Holders Change %
+4.52%
% of All Funds
4.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
49
Increased
149
Reduced
100
Closed
28
Calls
$50.6M
Puts
$395K
Net Calls
+$50.2M
Net Calls Change
+$5.56M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$343M +$101M +7,381,603 +45%
Goldman Sachs
2
Goldman Sachs
New York
$163M -$102K -7,405 -0.1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$121M +$16.3M +1,189,453 +17%
BlackRock
4
BlackRock
New York
$101M +$757K +55,122 +0.8%
CCMG
5
Clark Capital Management Group
Pennsylvania
$92.5M +$18.6M +1,355,287 +27%
Northern Trust
6
Northern Trust
Illinois
$72.9M +$30.6M +2,224,913 +79%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$42M +$464K +33,783 +1%
Wells Fargo
8
Wells Fargo
California
$30.2M -$16.5M -1,199,954 -37%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$26.1M +$975K +70,946 +4%
Bank of America
10
Bank of America
North Carolina
$25.7M +$1.78M +129,684 +8%
Renaissance Technologies
11
Renaissance Technologies
New York
$23.3M -$328K -23,900 -1%
American Century Companies
12
American Century Companies
Missouri
$22M +$972K +70,774 +5%
JP Morgan Chase
13
JP Morgan Chase
New York
$14.7M -$4.87M -354,744 -26%
Invesco
14
Invesco
Georgia
$14.7M -$4.69M -341,666 -25%
Natixis Advisors
15
Natixis Advisors
Massachusetts
$13M +$4.31M +313,642 +53%
AHC
16
Anderson Hoagland & Co
Missouri
$12.3M -$148K -10,785 -1%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$10.8M +$5.97M +434,728 +140%
UBS Group
18
UBS Group
Switzerland
$9.65M +$1.86M +135,348 +25%
OSAM
19
O'Shaughnessy Asset Management
Connecticut
$8.61M -$176K -12,790 -2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$8.42M -$170K -12,376 -2%
Allspring Global Investments
21
Allspring Global Investments
North Carolina
$8.3M +$3.43M +249,543 +76%
QCM
22
Quantinno Capital Management
New York
$8.16M +$238K +17,291 +3%
CIBC World Market
23
CIBC World Market
Ontario, Canada
$8.12M -$11.7K -853 -0.2%
CGH
24
Crossmark Global Holdings
Texas
$7.22M +$60.7K +4,421 +0.9%
Franklin Resources
25
Franklin Resources
California
$7.13M -$67.3K -4,897 -1%

SMFG Hedge Fund Activity: Q4 2024 in Review

347 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q4 2024, worth a combined $1.49B — up 28% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SMFG positions and 28 closed out — a net gain of 21 holders — while 149 added to existing stakes and 100 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $101M. The largest seller was Arrowstreet Capital, cutting an estimated $18.4M.

  • 347 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q4 2024, up from 332 in Q3 2024.
  • Funds reported $1.49B of Sumitomo Mitsui Financial stock for Q4 2024, up 28% quarter-over-quarter.
  • 49 funds opened new Sumitomo Mitsui Financial positions in Q4 2024 and 28 closed out, a net change of +21 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q4 2024 was Morgan Stanley, an estimated $101M added.
  • The largest Sumitomo Mitsui Financial seller in Q4 2024 was Arrowstreet Capital, an estimated $18.4M sold.

Based on aggregated 13F filings for Q4 2024.