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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

272 hedge funds and large institutions have $985M invested in Sumitomo Mitsui Financial in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 107 increasing their positions, 97 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
+7
Holders Change %
+2.64%
% of All Funds
4.34%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
30
Increased
107
Reduced
97
Closed
22
Calls
$13.6M
Puts
$140K
Net Calls
+$13.5M
Net Calls Change
+$12.5M

Top Buyers

1
CFM
Capricorn Fund Managers
United Kingdom
$9.07M
2
XC
XY Capital
Hong Kong
$6.68M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$68.6M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$7.78M
5
AHC
Anderson Hoagland & Co
Missouri
$8.16M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
$49M
2
CAC
Cowen and Company
New York
$0
3
Marshall Wace
Marshall Wace
United Kingdom
$139K
4
Jane Street
Jane Street
New York
$2.26M
5
Citadel Advisors
Citadel Advisors
Florida
$2.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
226
JFS Wealth Advisors
Pennsylvania
$22.4K – – –
FHA
227
First Horizon Advisors
Tennessee
$21.7K -$9.1K -924 -30%
CCA
228
Column Capital Advisors
Indiana
$21.6K +$5.89K +598 +38%
Fifth Third Bancorp
229
Fifth Third Bancorp
Ohio
$21.4K – – –
HWA
230
HHM Wealth Advisors
Tennessee
$17.4K -$1.82K -185 -9%
EWA
231
EverSource Wealth Advisors
Alabama
$16.7K -$768 -78 -4%
BF
232
BOK Financial
Oklahoma
$14.2K +$14.2K +1,469 New
EBA
233
Eagle Bay Advisors
New York
$14K – – –
MIA
234
Milestone Investment Advisors
Wisconsin
$13.8K +$13.8K +1,398 New
Toronto Dominion Bank
235
Toronto Dominion Bank
Ontario, Canada
$9.85K – – –
GKIM
236
GW&K Investment Management
Massachusetts
$9K -$62 -6 -0.7%
FFA
237
Farther Finance Advisors
California
$8.81K +$6.54K +664 +289%
AF
238
Allworth Financial
California
$8.71K +$1.32K +134 +18%
MCM
239
Manchester Capital Management
Vermont
$8.51K – – –
FMP
240
Financial Management Professionals
Texas
$8K -$3.54K -360 -31%
CIA
241
Cape Investment Advisory
Georgia
$6.74K – – –
BG
242
Bollard Group
Massachusetts
$6K – – –
KFP
243
KB Financial Partners
New Jersey
$6K – – –
Northwestern Mutual Wealth Management
244
Northwestern Mutual Wealth Management
Wisconsin
$5.81K +$4.43K +450 +321%
WT
245
Washington Trust
Rhode Island
$5.47K +$79 +8 +1%
HI
246
Harbour Investments
Wisconsin
$5.38K – – –
SWM
247
Spire Wealth Management
Virginia
$5.18K – – –
Simplex Trading
248
Simplex Trading
Illinois
$5K -$44.8K -5,351 -90%
FCG
249
Financial Connections Group
California
$5K +$89 +10 +2%
FCA
250
FinTrust Capital Advisors
South Carolina
$4.68K -$2.61K -265 -36%
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