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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

265 hedge funds and large institutions have $873M invested in Sumitomo Mitsui Financial in 2023 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 97 increasing their positions, 101 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+6
Holders Change %
+2.32%
% of All Funds
4.24%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
39
Increased
97
Reduced
101
Closed
29
Calls
$1.16M
Puts
$277K
Net Calls
+$886K
Net Calls Change
+$668K

Top Buyers

1
Marshall Wace
Marshall Wace
United Kingdom
$28.8M
2
SC
Samlyn Capital
New York
$20.1M
3
Goldman Sachs
Goldman Sachs
New York
$90.3M
4
Federated Hermes
Federated Hermes
Pennsylvania
$8.18M
5
UBS Group
UBS Group
Switzerland
$6.53M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
$41.5M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$6.78M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
Jane Street
Jane Street
New York
$7.01M
5
Morgan Stanley
Morgan Stanley
New York
$95.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
226
Tower Research Capital (TRC)
New York
$15K -$9.54K -1,213 -39%
MCM
227
Manchester Capital Management
Vermont
$14.8K – – –
GRP
228
Global Retirement Partners
California
$13.7K +$4.84K +607 +55%
CCA
229
Column Capital Advisors
Indiana
$12.8K -$7.07K -884 -36%
EBA
230
Eagle Bay Advisors
New York
$11.4K -$2.13K -266 -16%
MIA
231
Milestone Investment Advisors
Wisconsin
$11.2K +$11.2K +1,398 New
FMP
232
Financial Management Professionals
Texas
$10K +$1.14K +146 +13%
Bessemer Group
233
Bessemer Group
New Jersey
$10K +$10K +1,222 New
Toronto Dominion Bank
234
Toronto Dominion Bank
Ontario, Canada
$8K – – –
PI
235
PEAK6 Investments
Illinois
$7.74K +$7.74K +967 New
AF
236
Allworth Financial
California
$7.18K +$1.18K +148 +20%
FCA
237
FinTrust Capital Advisors
South Carolina
$5.94K – – –
BF
238
BOK Financial
Oklahoma
$5.61K -$185K -23,111 -97%
KFP
239
KB Financial Partners
New Jersey
$5K – – –
WT
240
Washington Trust
Rhode Island
$4.43K -$2.57K -321 -37%
SWM
241
Spire Wealth Management
Virginia
$4.21K +$1.81K +226 +75%
CIA
242
Cape Investment Advisory
Georgia
$4.1K +$4.1K +512 New
FCG
243
Financial Connections Group
California
$4K – – –
ASN
244
Advisory Services Network
Georgia
$3.98K +$920 +115 +30%
SC
245
Schubert & Co
Texas
$3.5K – – –
Northwestern Mutual Wealth Management
246
Northwestern Mutual Wealth Management
Wisconsin
$3.16K +$2.14K +268 +211%
BAAM
247
Baker Avenue Asset Management
California
$2.99K +$2.99K +374 New
CFGS
248
Concourse Financial Group Securities
Alabama
$2.66K – – –
CWC
249
Carolinas Wealth Consulting
North Carolina
$2.26K – – –
BWM
250
Baystate Wealth Management
Massachusetts
$2.16K +$1.87K +233 +647%
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