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Sumitomo Mitsui Financial

306 hedge funds and large institutions have $1.04B invested in Sumitomo Mitsui Financial in 2023 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 99 increasing their positions, 103 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
+34
Holders Change %
+12.5%
% of All Funds
4.49%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
73
Increased
99
Reduced
103
Closed
32
Calls
$1.65M
Puts
$349K
Net Calls
+$1.3M
Net Calls Change
-$12.2M
Name Holding Trade Value Shares
Change
Shares
Change %
Allspring Global Investments
226
Allspring Global Investments
North Carolina
$100K +$17.9K +1,852 +22%
DOA
227
D'Orazio & Associates
Virginia
$98.5K +$98.5K +10,172 New
SMA
228
Seven Mile Advisory
New Jersey
$98.3K +$784 +81 +0.8%
EI
229
Ellevest Inc
New York
$98K +$98K +10,127 New
LFA
230
Legacy Financial Advisors
Kentucky
$96.8K -$4.26K -440 -4%
SWS
231
SYSTM Wealth Solutions
Illinois
$82.9K -$144K -14,837 -63%
FFA
232
Farther Finance Advisors
California
$81.6K +$73K +7,536 +843%
PAM
233
Paradigm Asset Management
New York
$80.3K
PI
234
PEAK6 Investments
Illinois
$77.1K -$542K -56,041 -88%
AssetMark Inc
235
AssetMark Inc
California
$64.3K +$8.2K +847 +15%
GWS
236
Glassman Wealth Services
Virginia
$62.8K +$4.99K +515 +9%
HCP
237
Hexagon Capital Partners
Arkansas
$59.6K +$12K +1,239 +25%
Axa
238
Axa
France
$56.3K +$11.8K +1,222 +27%
IA
239
IFP Advisors
Florida
$55.1K -$523 -54 -0.9%
PFBT
240
Parkside Financial Bank & Trust
Missouri
$52.1K +$1.22K +126 +2%
MHR
241
Matthew Hamilton Rosenberg
$49.8K -$13.4K -1,384 -21%
ZB
242
Zions Bancorporation
Utah
$45.9K -$397K -41,063 -90%
HNB
243
Huntington National Bank
Ohio
$36.6K -$85.9K -8,878 -70%
SPIA
244
Steward Partners Investment Advisory
New York
$36.1K
FMII
245
Farmers & Merchants Investments Inc
Nebraska
$34.4K
PS
246
Principal Securities
Iowa
$33.8K +$33.8K +3,493 New
BGAI
247
Bruce G. Allen Investments
Colorado
$33.3K +$33.3K +3,443 New
TWC
248
TD Waterhouse Canada
Ontario, Canada
$29.9K +$28.9K +3,000 +2,970%
GRP
249
Global Retirement Partners
California
$28.1K -$158 -16 -0.6%
NS
250
NBC Securities
Alabama
$26K -$67K -7,026 -72%