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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

265 hedge funds and large institutions have $937M invested in Sumitomo Mitsui Financial in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 120 increasing their positions, 77 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
–
Holders Change %
0%
% of All Funds
4.18%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
28
Increased
120
Reduced
77
Closed
28
Calls
$1.15M
Puts
$136K
Net Calls
+$1.02M
Net Calls Change
+$132K

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$64.6M
2
Natixis Advisors
2
Natixis Advisors
Massachusetts
$18.4M
3
Citadel Advisors
3
Citadel Advisors
Florida
$9.15M
4
Invesco
4
Invesco
Georgia
$33.3M
5
Goldman Sachs
5
Goldman Sachs
New York
$102M

Top Sellers

1
SC
1
Samlyn Capital
New York
$0
2
Marshall Wace
2
Marshall Wace
United Kingdom
$11.1M
3
CIM
3
Cowen Investment Management
New York
$38.3M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$3.76M
5
XC
5
XY Capital
Hong Kong
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FMP
226
Financial Management Professionals
Texas
$10K -$887 -104 -8%
Toronto Dominion Bank
227
Toronto Dominion Bank
Ontario, Canada
$9K – – –
PI
228
PEAK6 Investments
Illinois
$8.78K +$464 +54 +6%
GKIM
229
GW&K Investment Management
Massachusetts
$8K +$8K +873 New
MCM
230
Manchester Capital Management
Vermont
$7.43K -$8.45K -983 -53%
AF
231
Allworth Financial
California
$6.45K -$1.27K -148 -16%
FCA
232
FinTrust Capital Advisors
South Carolina
$5.94K – – –
CIA
233
Cape Investment Advisory
Georgia
$5.88K +$1.48K +172 +34%
KFP
234
KB Financial Partners
New Jersey
$5K – – –
BG
235
Bollard Group
Massachusetts
$5K +$5K +595 New
WT
236
Washington Trust
Rhode Island
$4.7K -$60 -7 -1%
HI
237
Harbour Investments
Wisconsin
$4.7K +$2.98K +346 +173%
SWM
238
Spire Wealth Management
Virginia
$4.52K – – –
FCG
239
Financial Connections Group
California
$4K – – –
National Bank of Canada
240
National Bank of Canada
Quebec, Canada
$3.95K +$3.95K +461 New
CFGS
241
Concourse Financial Group Securities
Alabama
$3.67K +$817 +95 +29%
PFBT
242
Parkside Financial Bank & Trust
Missouri
$3.03K +$3.03K +352 New
AWM
243
Avior Wealth Management
Nebraska
$2.93K +$679 +79 +30%
M
244
MOTCO
Texas
$2.49K +$2.49K +289 New
NRG
245
Nemes Rush Group
Michigan
$2.45K +$2.45K +285 New
BWM
246
Baystate Wealth Management
Massachusetts
$2.32K – – –
Kayne Anderson Rudnick Investment Management
247
Kayne Anderson Rudnick Investment Management
California
$2.3K +$2.11K +245 +1,114%
CWC
248
Carolinas Wealth Consulting
North Carolina
$2.29K -$138 -16 -6%
TAIM
249
TD Ameritrade Investment Management
Nebraska
$2K – – –
FFA
250
Farther Finance Advisors
California
$1.98K – – –
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10
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