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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.

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 %
NRG
276
Nemes Rush Group
Michigan
$2.76K – – –
TPCW
277
TD Private Client Wealth
New York
$2.68K -$28K -2,894 -91%
ASN
278
Advisory Services Network
Georgia
$2.35K -$268K -27,691 -99%
CQS
279
Credential Qtrade Securities
$2.03K -$172K -17,747 -99%
Simplex Trading
280
Simplex Trading
Illinois
$2K -$2.05K -302 -51%
Bessemer Group
281
Bessemer Group
New Jersey
$2K – – –
PA
282
PSI Advisors
Florida
$1.94K +$1.94K +200 New
BCM
283
Bourgeon Capital Management
Connecticut
$1.89K +$591 +61 +46%
SWM
284
Spire Wealth Management
Virginia
$1.84K -$3.33K -339 -64%
M
285
MOTCO
Texas
$1.81K – – –
CFGS
286
Concourse Financial Group Securities
Alabama
$1.64K -$2.2K -227 -57%
JFGIW
287
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.59K +$1.59K +164 New
TSWM
288
Tyler-Stone Wealth Management
Ohio
$1.48K – – –
FSWA
289
Financial Synergies Wealth Advisors
Texas
$1.47K – – –
CWC
290
Carolinas Wealth Consulting
North Carolina
$1.28K – – –
TVAMP
291
Tennessee Valley Asset Management Partners
Tennessee
$1.28K +$1.28K +132 New
AWM
292
Abound Wealth Management
Tennessee
$1.14K – – –
RFG
293
REAP Financial Group
Texas
$1.12K +$1.12K +116 New
CFO
294
CVA Family Office
Colorado
$1.11K +$1.11K +115 New
LFG
295
Larson Financial Group
Missouri
$1.06K +$1.06K +109 New
FFA
296
Frazier Financial Advisors
Ohio
$978 +$978 +101 New
CAM
297
ClariVest Asset Management
California
$838 +$838 +87 New
GBT
298
Grove Bank & Trust
Florida
$726 – – –
CAS
299
Coppell Advisory Solutions
Texas
$552 +$552 +57 New
BIA
300
Bell Investment Advisors
California
$543 -$611 -63 -53%
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