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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

332 hedge funds and large institutions have $1.16B invested in Sumitomo Mitsui Financial in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 144 increasing their positions, 104 reducing their positions, and 32 closing their positions.

Holders
332
Holders Change
+9
Holders Change %
+2.79%
% of All Funds
4.8%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
43
Increased
144
Reduced
104
Closed
32
Calls
$44.7M
Puts
$115K
Net Calls
+$44.6M
Net Calls Change
-$3.06M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$206M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$63.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$17.3M
4
Bank of America
4
Bank of America
North Carolina
$20.8M
5
BIMC
5
Benson Investment Management Company
Virginia
$5.18M

Top Sellers

1
GAM
1
Groupama Asset Management
France
$0
2
CIM
2
Cowen Investment Management
New York
$0
3
Millennium Management
3
Millennium Management
New York
$212K
4
CAC
4
Cowen and Company
New York
$19.7M
5
Wells Fargo
5
Wells Fargo
California
$41.4M
Name Market Value Shares Shares
Change 		Shares
Change %
FFA
251
Farther Finance Advisors
California
$129K 10,183 +1,007 +11%
DOA
252
D'Orazio & Associates
Virginia
$128K 10,144 -381 -4%
OBWG
253
Onyx Bridge Wealth Group
New York
$126K 10,000 – –
GRP
254
Global Retirement Partners
California
$111K 8,767 +2,190 +33%
AssetMark Inc
255
AssetMark Inc
California
$110K 8,738 +1,669 +24%
GM
256
GeoWealth Management
Illinois
$110K 8,702 -160 -2%
Axa
257
Axa
France
$92.9K 7,352 -1,848 -20%
PAM
258
Paradigm Asset Management
New York
$89.7K 7,100 -1,200 -14%
HCP
259
Hexagon Capital Partners
Arkansas
$79K 6,258 +356 +6%
PFBT
260
Parkside Financial Bank & Trust
Missouri
$75.5K 5,976 +170 +3%
MHR
261
Matthew Hamilton Rosenberg
$65K 5,146 – –
HNB
262
Huntington National Bank
Ohio
$61.8K 4,895 -451 -8%
BGAI
263
Bruce G. Allen Investments
Colorado
$53.1K 4,206 +566 +16%
RIL
264
Rothschild Investment LLC
Illinois
$46.1K 3,650 +276 +8%
FMII
265
Farmers & Merchants Investments Inc
Nebraska
$44.9K 3,558 – –
ZB
266
Zions Bancorporation
Utah
$42.3K 3,349 -609 -15%
IA
267
IFP Advisors
Florida
$39.3K 3,109 -2,721 -47%
RFS
268
Richardson Financial Services
Massachusetts
$34.2K 2,556 +43 +2%
SPIA
269
Steward Partners Investment Advisory
New York
$34.2K 2,706 -573 -17%
PCM
270
Perritt Capital Management
Illinois
$31.6K 2,500 – –
JWA
271
JFS Wealth Advisors
Pennsylvania
$30.5K 2,411 +137 +6%
FHA
272
First Horizon Advisors
Tennessee
$29.8K 2,362 +3 +0.1%
EWA
273
EverSource Wealth Advisors
Alabama
$29.1K 2,302 +40 +2%
GWM
274
Geneos Wealth Management
Colorado
$27.5K 2,176 +2,176 New
AA
275
Addison Advisors
Vermont
$23.7K 1,876 -1 -0.1%
9 10
11
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