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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

323 hedge funds and large institutions have $1.58B invested in Sumitomo Mitsui Financial in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 138 increasing their positions, 103 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
+13
Holders Change %
+4.19%
% of All Funds
4.7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
42
Increased
138
Reduced
103
Closed
26
Calls
$47.8M
Puts
$89K
Net Calls
+$47.7M
Net Calls Change
+$47.7M

Top Buyers

1
GAM
Groupama Asset Management
France
$301M
2
Morgan Stanley
Morgan Stanley
New York
$181M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$8.26M
4
Goldman Sachs
Goldman Sachs
New York
$152M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$5.37M

Top Sellers

1
Invesco
Invesco
Georgia
$16.9M
2
B
Bailard
California
$0
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$7.61M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$1.78M
5
Millennium Management
Millennium Management
New York
$39.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACC
226
Acorn Creek Capital
Colorado
$178K +$416 +31 +0.2%
TPI
227
Trust Point Inc
Wisconsin
$176K -$71.5K -5,333 -29%
CP
228
Canopy Partners
Ohio
$170K +$5.83K +435 +4%
MOS
229
MGO One Seven
Ohio
$165K +$165K +12,279 New
PMA
230
Prudent Man Advisors
Illinois
$159K -$15.4K -1,148 -9%
Commonwealth Equity Services
231
Commonwealth Equity Services
Massachusetts
$159K +$9.07K +675 +6%
HWM
232
HB Wealth Management
Georgia
$158K – – –
DCM
233
DGS Capital Management
New Jersey
$154K +$154K +11,501 New
FLPIM
234
F.L. Putnam Investment Management
Massachusetts
$153K +$1.29K +96 +0.9%
LFA
235
Legacy Financial Advisors
Kentucky
$150K +$3.57K +266 +2%
AWM
236
Aprio Wealth Management
Georgia
$147K +$147K +10,932 New
X
237
Xponance
Pennsylvania
$146K +$146K +10,858 New
PWM
238
Perigon Wealth Management
California
$143K +$143K +10,679 New
WA
239
Wealthstream Advisors
New York
$143K +$143K +10,661 New
DOA
240
D'Orazio & Associates
Virginia
$141K +$6.16K +459 +5%
SMA
241
Seven Mile Advisory
New Jersey
$141K +$4.55K +339 +3%
OBWG
242
Onyx Bridge Wealth Group
New York
$134K – – –
TRCT
243
Tower Research Capital (TRC)
New York
$130K +$127K +9,477 +4,120%
FFA
244
Farther Finance Advisors
California
$123K +$8.82K +656 +8%
Axa
245
Axa
France
$123K +$27.9K +2,081 +29%
GM
246
GeoWealth Management
Illinois
$119K +$119K +8,862 New
PAM
247
Paradigm Asset Management
New York
$111K – – –
AssetMark Inc
248
AssetMark Inc
California
$94.8K +$2.63K +196 +3%
GRP
249
Global Retirement Partners
California
$88.2K +$3.21K +239 +4%
HCP
250
Hexagon Capital Partners
Arkansas
$79.1K -$2.87K -214 -3%
8 9
10
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