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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

306 hedge funds and large institutions have $1.04B invested in Sumitomo Mitsui Financial in 2023 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 99 increasing their positions, 103 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
+34
Holders Change %
+12.5%
% of All Funds
4.49%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
73
Increased
99
Reduced
103
Closed
32
Calls
$1.65M
Puts
$349K
Net Calls
+$1.3M
Net Calls Change
-$12.2M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$259M
2
Millennium Management
2
Millennium Management
New York
$31.2M
3
Jane Street
3
Jane Street
New York
$15.6M
4
OMC
4
Old Mission Capital
Illinois
$6.27M
5
GS
5
GTS Securities
New York
$5.12M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$813K
2
Natixis Advisors
2
Natixis Advisors
Massachusetts
$5.87M
3
Bank of America
3
Bank of America
North Carolina
$12.8M
4
CFM
4
Capricorn Fund Managers
United Kingdom
$0
5
Wells Fargo
5
Wells Fargo
California
$41.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
251
Perritt Capital Management
Illinois
$24.2K – – –
Fifth Third Bancorp
252
Fifth Third Bancorp
Ohio
$24K +$3.01K +311 +14%
JWA
253
JFS Wealth Advisors
Pennsylvania
$22K – – –
FHA
254
First Horizon Advisors
Tennessee
$21.6K +$329 +34 +2%
EWA
255
EverSource Wealth Advisors
Alabama
$17.9K +$1.47K +152 +9%
HWA
256
HHM Wealth Advisors
Tennessee
$17.1K – – –
BF
257
BOK Financial
Oklahoma
$14.2K – – –
TRCT
258
Tower Research Capital (TRC)
New York
$12.6K -$28.8K -2,973 -70%
AF
259
Allworth Financial
California
$9.54K +$978 +101 +11%
EBA
260
Eagle Bay Advisors
New York
$9.32K -$4.48K -463 -32%
RFG
261
RFP Financial Group
Georgia
$9.13K +$9.13K +943 New
GKIM
262
GW&K Investment Management
Massachusetts
$8K – – –
FMP
263
Financial Management Professionals
Texas
$8K +$248 +26 +3%
RIL
264
Rothschild Investment LLC
Illinois
$6.69K +$6.69K +691 New
CIA
265
Cape Investment Advisory
Georgia
$6.62K – – –
Northwestern Mutual Wealth Management
266
Northwestern Mutual Wealth Management
Wisconsin
$5.81K +$97 +10 +2%
HI
267
Harbour Investments
Wisconsin
$5.29K – – –
MCM
268
Manchester Capital Management
Vermont
$5.12K -$3.24K -335 -39%
FCG
269
Financial Connections Group
California
$5K – – –
Kayne Anderson Rudnick Investment Management
270
Kayne Anderson Rudnick Investment Management
California
$4.38K +$1.79K +185 +69%
Jones Financial Companies
271
Jones Financial Companies
Missouri
$4.11K +$1.05K +108 +34%
Group One Trading
272
Group One Trading
Illinois
$3.86K -$18.4K -1,900 -83%
AWM
273
Avior Wealth Management
Nebraska
$3.3K – – –
FCA
274
FinTrust Capital Advisors
South Carolina
$3.09K -$1.51K -156 -33%
WIA
275
Wetzel Investment Advisors
Indiana
$3K +$3K +274 New
9 10
11
12 13