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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

310 hedge funds and large institutions have $1.12B invested in Sumitomo Mitsui Financial in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 131 increasing their positions, 93 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
+4
Holders Change %
+1.31%
% of All Funds
4.49%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
46
Increased
131
Reduced
93
Closed
38
Calls
$295K
Puts
$377K
Net Calls
-$82K
Net Calls Change
-$1.38M

Top Buyers

1
CCMG
Clark Capital Management Group
Pennsylvania
$49.7M
2
CAC
Cowen and Company
New York
$33M
3
Citadel Advisors
Citadel Advisors
Florida
$7.94M
4
B
Bailard
California
$5.59M
5
SW
Simplicity Wealth
New Jersey
$5.36M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$143M
2
Jane Street
Jane Street
New York
$1.13M
3
CCM
Causeway Capital Management
California
$240K
4
CIM
Cowen Investment Management
New York
$38.9M
5
XC
XY Capital
Hong Kong
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BGAI
251
Bruce G. Allen Investments
Colorado
$40.5K -$35 -3 -0.1%
TWC
252
TD Waterhouse Canada
Ontario, Canada
$38.1K +$2.9K +255 +8%
AWM
253
Avior Wealth Management
Nebraska
$33.9K +$29.9K +2,539 +745%
NS
254
NBC Securities
Alabama
$31K -$1.35K -114 -4%
PCM
255
Perritt Capital Management
Illinois
$29.4K – – –
RFS
256
Richardson Financial Services
Massachusetts
$29.3K +$29.3K +2,490 New
FHA
257
First Horizon Advisors
Tennessee
$29.2K +$2.86K +243 +11%
EWA
258
EverSource Wealth Advisors
Alabama
$28.8K +$7.89K +697 +38%
JWA
259
JFS Wealth Advisors
Pennsylvania
$26.8K – – –
CIBC Private Wealth Group
260
CIBC Private Wealth Group
Georgia
$23.8K +$23.8K +2,081 New
RA
261
Rise Advisors
New York
$21.2K +$21.2K +1,799 New
HWA
262
HHM Wealth Advisors
Tennessee
$20.8K – – –
Fifth Third Bancorp
263
Fifth Third Bancorp
Ohio
$20.4K -$8.76K -744 -30%
Northwestern Mutual Wealth Management
264
Northwestern Mutual Wealth Management
Wisconsin
$20K +$13K +1,102 +184%
AF
265
Allworth Financial
California
$15.7K +$4.11K +349 +35%
CFM
266
Catalyst Funds Management
Australia
$14.1K +$14.1K +1,200 New
EC
267
EntryPoint Capital
New York
$13.7K +$13.7K +1,164 New
CIA
268
Cape Investment Advisory
Georgia
$11.7K +$3.6K +306 +45%
RFG
269
RFP Financial Group
Georgia
$11.5K +$377 +32 +3%
EBA
270
Eagle Bay Advisors
New York
$11.3K – – –
RIL
271
Rothschild Investment LLC
Illinois
$11.1K +$2.94K +250 +36%
GKIM
272
GW&K Investment Management
Massachusetts
$11K +$712 +60 +7%
FMP
273
Financial Management Professionals
Texas
$10K – – –
FCG
274
Financial Connections Group
California
$7K +$12 +1 +0.2%
HI
275
Harbour Investments
Wisconsin
$6.43K – – –
9 10
11
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