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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

332 hedge funds and large institutions have $1.16B invested in Sumitomo Mitsui Financial in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 144 increasing their positions, 104 reducing their positions, and 32 closing their positions.

Holders
332
Holders Change
+9
Holders Change %
+2.79%
% of All Funds
4.8%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
43
Increased
144
Reduced
104
Closed
32
Calls
$44.7M
Puts
$115K
Net Calls
+$44.6M
Net Calls Change
-$3.06M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$206M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$63.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$17.3M
4
Bank of America
4
Bank of America
North Carolina
$20.8M
5
BIMC
5
Benson Investment Management Company
Virginia
$5.18M

Top Sellers

1
GAM
1
Groupama Asset Management
France
$0
2
CIM
2
Cowen Investment Management
New York
$0
3
Millennium Management
3
Millennium Management
New York
$212K
4
CAC
4
Cowen and Company
New York
$19.7M
5
Wells Fargo
5
Wells Fargo
California
$41.4M
Name Market Value Shares Shares
Change 		Shares
Change %
AIA
226
Alera Investment Advisors
Illinois
$168K 13,335 -3,491 -21%
HWM
227
HB Wealth Management
Georgia
$168K 13,299 +1,541 +13%
RCAG
228
Rehmann Capital Advisory Group
Michigan
$167K 13,224 -327 -2%
TPI
229
Trust Point Inc
Wisconsin
$163K 12,897 -264 -2%
CGA
230
Channing Global Advisors
Florida
$163K 12,895 -20,051 -61%
STA
231
Summit Trail Advisors
New York
$162K 12,810 +12,810 New
TFA
232
Transamerica Financial Advisors
Florida
$159K 12,589 +12,182 +2,993%
CP
233
Canopy Partners
Ohio
$157K 12,465 -200 -2%
Arrowstreet Capital
234
Arrowstreet Capital
Massachusetts
$154K 1,751,182 +1,350,546 +337%
X
235
Xponance
Pennsylvania
$153K 12,125 +1,267 +12%
LFA
236
Legacy Financial Advisors
Kentucky
$153K 12,090 +891 +8%
PMA
237
Prudent Man Advisors
Illinois
$150K 11,883 – –
AWM
238
Aprio Wealth Management
Georgia
$149K 11,795 +863 +8%
CGL
239
Clarius Group LLC
Washington
$147K 11,645 -2,167 -16%
Focus Partners Wealth
240
Focus Partners Wealth
Massachusetts
$144K 11,421 +11,421 New
WSFS
241
Wilmington Savings Fund Society
Delaware
$143K 11,341 +11,341 New
SC
242
Syon Capital
California
$142K 11,253 +11,253 New
MOS
243
MGO One Seven
Ohio
$140K 11,119 -1,160 -9%
WIA
244
World Investment Advisors
California
$140K 11,079 +11,079 New
SC
245
Savant Capital
Illinois
$139K 10,997 -4,130 -27%
FLPIM
246
F.L. Putnam Investment Management
Massachusetts
$135K 10,721 -665 -6%
WA
247
Wealthstream Advisors
New York
$135K 10,689 +28 +0.3%
CC
248
Centiva Capital
New York
$134K 10,593 -3,723 -26%
SMA
249
Seven Mile Advisory
New Jersey
$133K 10,539 +44 +0.4%
C
250
Certuity
Florida
$129K 10,207 +10,207 New
8 9
10
11 12