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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

346 hedge funds and large institutions have $1.49B invested in Sumitomo Mitsui Financial in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 149 increasing their positions, 100 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+14
Holders Change %
+4.22%
% of All Funds
4.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
48
Increased
149
Reduced
100
Closed
28
Calls
$50.6M
Puts
$395K
Net Calls
+$50.2M
Net Calls Change
+$5.56M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$343M
2
Northern Trust
2
Northern Trust
Illinois
$72.9M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$92.5M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$121M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$10.8M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$5.93M
2
Wells Fargo
2
Wells Fargo
California
$30.2M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$14.7M
4
Invesco
4
Invesco
Georgia
$14.7M
5
CIBC Asset Management
5
CIBC Asset Management
Ontario, Canada
$2.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
DOA
251
D'Orazio & Associates
Virginia
$148K +$1.36K +94 +0.9%
OBWG
252
Onyx Bridge Wealth Group
New York
$145K – – –
Acadian Asset Management
253
Acadian Asset Management
Massachusetts
$131K +$131K +9,068 New
QT
254
Quantbot Technologies
New York
$130K -$458K -31,627 -78%
PFBT
255
Parkside Financial Bank & Trust
Missouri
$115K +$28.5K +1,968 +33%
Axa
256
Axa
France
$107K – – –
HCP
257
Hexagon Capital Partners
Arkansas
$102K +$11.2K +770 +12%
GM
258
GeoWealth Management
Illinois
$98K -$28.1K -1,940 -22%
PAM
259
Paradigm Asset Management
New York
$91.3K -$11.6K -800 -11%
SO
260
Sierra Ocean
California
$85.5K +$85.5K +5,902 New
BGAI
261
Bruce G. Allen Investments
Colorado
$78.9K +$18K +1,239 +29%
Barclays
262
Barclays
United Kingdom
$58K -$232K -16,000 -80%
MHR
263
Matthew Hamilton Rosenberg
$55.5K -$19.1K -1,319 -26%
RFS
264
Richardson Financial Services
Massachusetts
$50.9K +$13.7K +940 +37%
HNB
265
Huntington National Bank
Ohio
$49.7K -$21.2K -1,462 -30%
IA
266
IFP Advisors
Florida
$49.3K +$4.27K +295 +9%
TWC
267
TD Waterhouse Canada
Ontario, Canada
$44.9K +$43K +2,963 +2,179%
ZB
268
Zions Bancorporation
Utah
$39.7K -$8.87K -612 -18%
SPIA
269
Steward Partners Investment Advisory
New York
$39.2K – – –
PCM
270
Perritt Capital Management
Illinois
$36.2K – – –
JWA
271
JFS Wealth Advisors
Pennsylvania
$34.9K – – –
FHA
272
First Horizon Advisors
Tennessee
$34.8K +$594 +41 +2%
PSFG
273
Park Square Financial Group
Georgia
$34.1K +$34.1K +2,355 New
GWM
274
Geneos Wealth Management
Colorado
$32.4K +$826 +57 +3%
VCM
275
Versant Capital Management
Arizona
$30.2K +$30.2K +2,086 New
9 10
11
12 13