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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 %
RWA
276
Redmont Wealth Advisors
Illinois
$6.36K +$6.36K +540 New
MCM
277
Manchester Capital Management
Vermont
$6.23K – – –
Kayne Anderson Rudnick Investment Management
278
Kayne Anderson Rudnick Investment Management
California
$6.01K +$683 +58 +13%
CA
279
CoreCap Advisors
Michigan
$5.06K +$5.06K +430 New
TFA
280
Transamerica Financial Advisors
Florida
$5K +$5K +407 New
FFA
281
Frazier Financial Advisors
Ohio
$4.19K +$3K +255 +252%
OP
282
ORG Partners
Indiana
$3.82K +$3.82K +334 New
Jones Financial Companies
283
Jones Financial Companies
Missouri
$3.52K -$1.48K -126 -30%
OLVIG
284
Oliver Lagore Vanvalin Investment Group
Michigan
$3.5K +$3.5K +297 New
CA
285
Continuum Advisory
Idaho
$3.4K +$3.4K +295 New
NRG
286
Nemes Rush Group
Michigan
$3.36K – – –
TPCW
287
TD Private Client Wealth
New York
$3.26K – – –
WIA
288
Wetzel Investment Advisors
Indiana
$3.05K – – –
Bessemer Group
289
Bessemer Group
New Jersey
$3K – – –
TRCT
290
Tower Research Capital (TRC)
New York
$2.71K -$12.6K -1,067 -82%
CPG
291
Cornerstone Planning Group
New Jersey
$2.58K +$2.21K +191 +597%
Amundi
292
Amundi
France
$2.57K +$2.57K +218 New
PA
293
PSI Advisors
Florida
$2.35K – – –
M
294
MOTCO
Texas
$2.2K – – –
FSWA
295
Financial Synergies Wealth Advisors
Texas
$2.15K – – –
BIA
296
Bell Investment Advisors
California
$1.97K +$1.31K +111 +198%
JFGIW
297
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.93K – – –
TSWM
298
Tyler-Stone Wealth Management
Ohio
$1.8K – – –
AWM
299
Abound Wealth Management
Tennessee
$1.39K – – –
RFG
300
REAP Financial Group
Texas
$1.36K – – –
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