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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

272 hedge funds and large institutions have $985M invested in Sumitomo Mitsui Financial in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 107 increasing their positions, 97 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
+7
Holders Change %
+2.64%
% of All Funds
4.34%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
30
Increased
107
Reduced
97
Closed
22
Calls
$13.6M
Puts
$140K
Net Calls
+$13.5M
Net Calls Change
+$12.5M

Top Buyers

1
CFM
Capricorn Fund Managers
United Kingdom
$9.07M
2
XC
XY Capital
Hong Kong
$6.68M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$68.6M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$7.78M
5
AHC
Anderson Hoagland & Co
Missouri
$8.16M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
$49M
2
CAC
Cowen and Company
New York
$0
3
Marshall Wace
Marshall Wace
United Kingdom
$139K
4
Jane Street
Jane Street
New York
$2.26M
5
Citadel Advisors
Citadel Advisors
Florida
$2.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
251
Concourse Financial Group Securities
Alabama
$3.9K -$305 -31 -7%
AWM
252
Avior Wealth Management
Nebraska
$3.36K – – –
Jones Financial Companies
253
Jones Financial Companies
Missouri
$3.12K +$3.12K +317 New
NRG
254
Nemes Rush Group
Michigan
$2.81K – – –
Kayne Anderson Rudnick Investment Management
255
Kayne Anderson Rudnick Investment Management
California
$2.63K – – –
CWP
256
Concord Wealth Partners
Virginia
$2.03K – – –
Bessemer Group
257
Bessemer Group
New Jersey
$2K -$24.2K -2,750 -92%
TFGT
258
TS Financial Group (TSFG)
Illinois
$2K – – –
TSWM
259
Tyler-Stone Wealth Management
Ohio
$2K – – –
M
260
MOTCO
Texas
$1.84K -$1.01K -102 -35%
FSWA
261
Financial Synergies Wealth Advisors
Texas
$1.8K – – –
BCM
262
Bourgeon Capital Management
Connecticut
$1.32K +$1.32K +134 New
CWC
263
Carolinas Wealth Consulting
North Carolina
$1.28K -$1.3K -134 -50%
BIA
264
Bell Investment Advisors
California
$1.17K +$552 +56 +89%
AWM
265
Abound Wealth Management
Tennessee
$1.16K – – –
TWC
266
TD Waterhouse Canada
Ontario, Canada
$993 +$983 +100 +10,000%
GBT
267
Grove Bank & Trust
Florida
$739 – – –
GJIA
268
Glass Jacobson Investment Advisors
Maryland
$503 – – –
PWA
269
Provenance Wealth Advisors
Florida
$493 +$493 +50 New
BWM
270
Baystate Wealth Management
Massachusetts
$370 -$2.32K -232 -86%
CPG
271
Cornerstone Planning Group
New Jersey
$315 +$315 +32 New
JWM
272
Janiczek Wealth Management
Colorado
$50 – – –
CAC
273
Cowen and Company
New York
– -$24.1M -2,800,730 Closed
Arrowstreet Capital
274
Arrowstreet Capital
Massachusetts
– -$7.49M -870,816 Closed
Voloridge Investment Management
275
Voloridge Investment Management
Florida
– -$5.07M -589,576 Closed
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