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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

323 hedge funds and large institutions have $1.58B invested in Sumitomo Mitsui Financial in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 138 increasing their positions, 103 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
+13
Holders Change %
+4.19%
% of All Funds
4.7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
42
Increased
138
Reduced
103
Closed
26
Calls
$47.8M
Puts
$89K
Net Calls
+$47.7M
Net Calls Change
+$47.7M

Top Buyers

1
GAM
Groupama Asset Management
France
$301M
2
Morgan Stanley
Morgan Stanley
New York
$181M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$8.26M
4
Goldman Sachs
Goldman Sachs
New York
$152M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$5.37M

Top Sellers

1
Invesco
Invesco
Georgia
$16.9M
2
B
Bailard
California
$0
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$7.61M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$1.78M
5
Millennium Management
Millennium Management
New York
$39.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
251
IFP Advisors
Florida
$78.2K +$11.7K +869 +18%
PFBT
252
Parkside Financial Bank & Trust
Missouri
$77.9K – – –
HNB
253
Huntington National Bank
Ohio
$71.7K +$14.6K +1,086 +25%
HT
254
Headlands Technologies
Illinois
$69.9K -$67.7K -5,050 -49%
MHR
255
Matthew Hamilton Rosenberg
$69.2K – – –
ATPW
256
Ashton Thomas Private Wealth
Arizona
$59.1K +$59.1K +4,405 New
EC
257
EntryPoint Capital
New York
$54.8K +$39.2K +2,925 +251%
ZB
258
Zions Bancorporation
Utah
$53.1K -$9.23K -688 -15%
BGAI
259
Bruce G. Allen Investments
Colorado
$48.8K +$2.68K +200 +6%
FMII
260
Farmers & Merchants Investments Inc
Nebraska
$47.7K – – –
RIL
261
Rothschild Investment LLC
Illinois
$45.2K +$32.6K +2,433 +259%
SPIA
262
Steward Partners Investment Advisory
New York
$44K -$23K -1,714 -34%
RFS
263
Richardson Financial Services
Massachusetts
$33.7K +$308 +23 +0.9%
PCM
264
Perritt Capital Management
Illinois
$33.5K – – –
EWA
265
EverSource Wealth Advisors
Alabama
$32.7K -$4.11K -284 -11%
FHA
266
First Horizon Advisors
Tennessee
$31.6K -$1.6K -119 -5%
JWA
267
JFS Wealth Advisors
Pennsylvania
$30.5K – – –
AA
268
Addison Advisors
Vermont
$25.2K +$25.2K +1,877 New
RA
269
Rise Advisors
New York
$24.1K – – –
CIBC Private Wealth Group
270
CIBC Private Wealth Group
Georgia
$23.2K -$5.55K -402 -19%
Fifth Third Bancorp
271
Fifth Third Bancorp
Ohio
$22.1K -$1.21K -90 -5%
AF
272
Allworth Financial
California
$20.6K +$1.99K +143 +11%
NS
273
NBC Securities
Alabama
$19K -$14.3K -1,123 -43%
CFM
274
Catalyst Funds Management
Australia
$16.1K – – –
FMP
275
Financial Management Professionals
Texas
$15K +$3.37K +243 +29%
9 10
11
12 13