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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

265 hedge funds and large institutions have $937M invested in Sumitomo Mitsui Financial in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 120 increasing their positions, 77 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
–
Holders Change %
0%
% of All Funds
4.18%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
28
Increased
120
Reduced
77
Closed
28
Calls
$1.15M
Puts
$136K
Net Calls
+$1.02M
Net Calls Change
+$132K

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
$64.6M
2
Natixis Advisors
Natixis Advisors
Massachusetts
$18.4M
3
Citadel Advisors
Citadel Advisors
Florida
$9.15M
4
Invesco
Invesco
Georgia
$33.3M
5
Goldman Sachs
Goldman Sachs
New York
$102M

Top Sellers

1
SC
Samlyn Capital
New York
$0
2
Marshall Wace
Marshall Wace
United Kingdom
$11.1M
3
CIM
Cowen Investment Management
New York
$38.3M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$3.76M
5
XC
XY Capital
Hong Kong
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IPW
251
Impact Partnership Wealth
Georgia
$1.93K +$1.93K +224 New
CWP
252
Concord Wealth Partners
Virginia
$1.77K – – –
FSWA
253
Financial Synergies Wealth Advisors
Texas
$1.57K – – –
Northwestern Mutual Wealth Management
254
Northwestern Mutual Wealth Management
Wisconsin
$1.2K -$2.19K -255 -65%
AWM
255
Abound Wealth Management
Tennessee
$1.02K +$1.02K +118 New
TSWM
256
Tyler-Stone Wealth Management
Ohio
$1K +$1K +153 New
TFGT
257
TS Financial Group (TSFG)
Illinois
$1K +$1K +173 New
FGAM
258
Financial Gravity Asset Management
Texas
$702 +$702 +9 New
GBT
259
Grove Bank & Trust
Florida
$645 -$215 -25 -25%
BIA
260
Bell Investment Advisors
California
$542 – – –
CAS
261
Coppell Advisory Solutions
Texas
$492 +$492 +57 New
GJIA
262
Glass Jacobson Investment Advisors
Maryland
$439 +$439 +51 New
JWM
263
Janiczek Wealth Management
Colorado
$43 – – –
SSB
264
Sandy Spring Bank
Maryland
$17 +$17 +2 New
TWC
265
TD Waterhouse Canada
Ontario, Canada
$9 – – –
SC
266
Samlyn Capital
New York
– -$20.1M -2,517,702 Closed
XC
267
XY Capital
Hong Kong
– -$5.95M -743,782 Closed
CFM
268
Capricorn Fund Managers
United Kingdom
– -$3.87M -483,405 Closed
HT
269
HAP Trading
New York
– -$1.64M -204,405 Closed
SIGI
270
Susquehanna International Group (Ireland)
Ireland
– -$874K -109,268 Closed
USCWA
271
U.S. Capital Wealth Advisors
Texas
– -$783K -97,849 Closed
BFM
272
Boothbay Fund Management
New York
– -$747K -93,379 Closed
XT
273
XTX Topco
Cayman Islands
– -$422K -52,698 Closed
CSS
274
Cubist Systematic Strategies
Connecticut
– -$284K -35,482 Closed
LP
275
LMR Partners
United Kingdom
– -$220K -27,515 Closed
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