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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

310 hedge funds and large institutions have $1.12B invested in Sumitomo Mitsui Financial in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 131 increasing their positions, 93 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
+4
Holders Change %
+1.31%
% of All Funds
4.49%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
46
Increased
131
Reduced
93
Closed
38
Calls
$295K
Puts
$377K
Net Calls
-$82K
Net Calls Change
-$1.38M

Top Buyers

1
CCMG
Clark Capital Management Group
Pennsylvania
$49.7M
2
CAC
Cowen and Company
New York
$33M
3
Citadel Advisors
Citadel Advisors
Florida
$7.94M
4
B
Bailard
California
$5.59M
5
SW
Simplicity Wealth
New Jersey
$5.36M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$143M
2
Jane Street
Jane Street
New York
$1.13M
3
CCM
Causeway Capital Management
California
$240K
4
CIM
Cowen Investment Management
New York
$38.9M
5
XC
XY Capital
Hong Kong
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FLPIM
226
F.L. Putnam Investment Management
Massachusetts
$133K +$1.35K +115 +1%
Commonwealth Equity Services
227
Commonwealth Equity Services
Massachusetts
$131K +$131K +11,165 New
LFA
228
Legacy Financial Advisors
Kentucky
$129K +$10.9K +930 +9%
HT
229
Headlands Technologies
Illinois
$121K +$121K +10,259 New
WIS
230
Wright Investors Service
Connecticut
$120K +$120K +10,226 New
SMA
231
Seven Mile Advisory
New Jersey
$120K – – –
II
232
Inspire Investing
Idaho
$119K +$119K +10,151 New
BSW
233
Buckingham Strategic Wealth
Missouri
$119K -$3.31K -281 -3%
DOA
234
D'Orazio & Associates
Virginia
$118K -$1.25K -106 -1%
OBWG
235
Onyx Bridge Wealth Group
New York
$112K +$112K +10,000 New
PAM
236
Paradigm Asset Management
New York
$97.7K – – –
FFA
237
Farther Finance Advisors
California
$97.4K +$1.03K +90 +1%
QT
238
Quantbot Technologies
New York
$88.9K +$88.9K +7,556 New
Axa
239
Axa
France
$83.8K +$15.3K +1,302 +22%
AssetMark Inc
240
AssetMark Inc
California
$80.9K +$2.73K +232 +3%
GRP
241
Global Retirement Partners
California
$74.6K +$41K +3,485 +122%
HCP
242
Hexagon Capital Partners
Arkansas
$72K -$518 -44 -0.7%
PFBT
243
Parkside Financial Bank & Trust
Missouri
$68.3K +$5.01K +426 +8%
BTI
244
Blue Trust Inc
Georgia
$60.1K -$115K -9,731 -66%
MHR
245
Matthew Hamilton Rosenberg
$58.8K – – –
SPIA
246
Steward Partners Investment Advisory
New York
$58.8K +$14.9K +1,265 +34%
IA
247
IFP Advisors
Florida
$58.4K -$8.59K -730 -13%
ZB
248
Zions Bancorporation
Utah
$54.7K -$1.14K -97 -2%
HNB
249
Huntington National Bank
Ohio
$50.1K +$5.64K +479 +13%
FMII
250
Farmers & Merchants Investments Inc
Nebraska
$41.9K – – –
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