Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Sumitomo Mitsui Fin Grp Inc (SMFG)

455 + Investors. Track Smart Money conviction in SMFG. See who's accumulating, reducing, or initiating positions.

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +16
Streak
11Q ▲
Buyers last Q
66%

Smart Money Signals — SMFG

Based on 461 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added SMFG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
461 hedge funds hold SMFG right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +25% more funds vs a year ago

fund count last 6Q
+92 new funds entered over the past year (+25% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 66% buying

294 buying149 selling
Last quarter: 294 funds were net buyers (71 opened a brand new position + 223 added to an existing one). Only 149 were sellers (94 trimmed + 55 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~71 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 58 → 76 → 69 → 71. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

54% of holders stayed for 2+ years

54% conviction (2yr+) 21% medium 24% new
251 out of 461 hedge funds have held SMFG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +30% but shares only +9% — price-driven

Value
+30%
Shares
+9%
Last quarter: the total dollar value of institutional holdings rose +30%, but actual share count only changed +9%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~71 new funds/quarter

56 → 58 → 76 → 69 → 71 new funds/Q
New funds entering each quarter: 58 → 76 → 69 → 71. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 58% veterans vs 28% newcomers

58% veterans 14% 1-2yr 28% new
Entry-cohort mix of 467 holders: 270 (58%) are 2+ year veterans, 67 entered 1–2 years ago, and 130 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 72% AUM from top-100 funds

72% from top-100 AUM funds
41 of 459 holders are among the 100 largest funds by AUM, controlling 72% of total institutional value in SMFG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SMFG

In 2026 Q2, 294 hedge funds were net buyers of SMFG (71 opened a new position, 223 added to an existing one), while 149 reduced or exited (94 trimmed, 55 sold completely) — a 66% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 72% of total institutional value in SMFG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +16 funds (more new holders than closures). Total institutional holders: 461.

Hedge Fund Ownership: SMFG

How many hedge funds hold SMFG — quarterly history vs. share price
Quarterly hedge fund ownership of SMFG vs. share price

Market Analysis: SMFG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SMFG

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 0 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: SMFG
455 + Investors

Track Smart Money conviction in SMFG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 455 445 2.25%
13F Shares 137M 126M 9.11%
Total Value $3.21B $2.47B 30.1%
New Positions 70 69 +1
Increased Positions 220 198 +22
Closed Positions 58 44 +14
Reduced Positions 92 107 -15
Total Calls 4 2 100.0%
Total Puts 3 1 200.0%
PUT/CALL Ratio 0.75 0.5 Neutral

Statistics: SMFG

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

455 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SMFG. Verified SEC 13F-HR filings.

QUARTER:
Top 25 SMFG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Anderson Hoagland & Co 1.33% 717,018 $16.9M
2 Augustine Asset Management Inc 1.25% 262,517 $6.2M
3 Ccm Investment Advisers LLC 1.24% 677,598 $16.0M
4 Lee Johnson Capital Management, LLC 1.21% 163,993 $3.9M
5 Ramirez Asset Management, Inc. 1.10% 446,780 $10.5M
6 Barometer Capital Management INC. 0.94% 143,600 $3.4M
7 Gilman Hill Asset Management, LLC 0.68% 211,570 $5.0M
8 Themes Management Co LLC 0.65% 41,750 $984K
9 Clark Capital Management Group, Inc. 0.49% 3,831,212 $90.3M
10 Ferguson Wellman Capital Management, Inc 0.49% 1,709,700 $40.3M
11 Myriad Asset Management Advisors LLC 0.46% 82,080 $1.9M
12 Parr Mcknight Wealth Management Group, LLC 0.39% 138,754 $3.3M
13 Flatrock Wealth Partners LLC 0.38% 40,757 $973K
14 Naviter Wealth, LLC 0.37% 172,721 $4.1M
15 Dorsey Wright & Associates 0.37% 91,502 $2.2M
16 Causeway Capital Management LLC 0.36% 1,392,610 $32.8M
17 Channing Global Advisors, LLC 0.31% 25,513 $602K
18 Fund Advisors of America Inc/FL 0.28% 13,299 $314K
19 Athena Wealth Management, LLC 0.27% 15,378 $363K
20 Pekin Hardy Strauss, Inc. 0.26% 126,375 $3.0M
21 Gallacher Capital Management LLC 0.26% 19,713 $465K
22 Integrated Quantitative Investments LLC 0.25% 65,381 $1.5M
23 Eagle Global Advisors LLC 0.25% 320,000 $7.5M
24 Storgate, LLC 0.23% 46,764 $1.1M
25 Tred Avon Family Wealth, LLC 0.23% 31,695 $747K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Sumitomo Mitsui Fin Grp Inc (SMFG)

What does the Smart Money Trend signal show for SMFG?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added SMFG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SMFG?

More buyers than sellers — 66% buying: Last quarter: 294 funds were net buyers (71 opened a brand new position + 223 added to an existing one). Only 149 were sellers (94 trimmed + 55 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SMFG holders?

Elite ownership — 72% AUM from top-100 funds: 41 of 459 holders are among the 100 largest funds by AUM, controlling 72% of total institutional value in SMFG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SMFG?

54% of holders stayed for 2+ years: 251 out of 461 hedge funds have held SMFG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →