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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
+$209M
2
Morgan Stanley
Morgan Stanley
New York
+$18M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$6M
4
Goldman Sachs
Goldman Sachs
New York
+$5.49M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$5.11M

Top Sellers

1
Invesco
Invesco
Georgia
-$8.28M
2
B
Bailard
California
-$5.59M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.88M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$3.51M
5
Millennium Management
Millennium Management
New York
-$3.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFG
276
RFP Financial Group
Georgia
$14.9K +$1.86K +139 +14%
AWM
277
Avior Wealth Management
Nebraska
$14.1K -$24.5K -1,830 -64%
CIA
278
Cape Investment Advisory
Georgia
$13.3K – – –
GKIM
279
GW&K Investment Management
Massachusetts
$13K +$703 +53 +6%
EBA
280
Eagle Bay Advisors
New York
$12.9K – – –
HWA
281
HHM Wealth Advisors
Tennessee
$10.8K -$12.9K -964 -54%
HI
282
Harbour Investments
Wisconsin
$8.66K +$1.34K +100 +18%
FFA
283
Frazier Financial Advisors
Ohio
$8.36K +$3.58K +267 +75%
Northwestern Mutual Wealth Management
284
Northwestern Mutual Wealth Management
Wisconsin
$8.3K -$14.5K -1,083 -64%
PCWA
285
Pacific Capital Wealth Advisors
California
$8.14K +$8.14K +607 New
RWA
286
Redmont Wealth Advisors
Illinois
$7.24K – – –
MCM
287
Manchester Capital Management
Vermont
$7.09K – – –
FCG
288
Financial Connections Group
California
$7K -$12 -1 -0.2%
Kayne Anderson Rudnick Investment Management
289
Kayne Anderson Rudnick Investment Management
California
$6.7K -$148 -11 -2%
LFG
290
Larson Financial Group
Missouri
$6.38K +$4.92K +367 +337%
CPG
291
Cornerstone Planning Group
New Jersey
$6.28K +$3.59K +297 +133%
TPCW
292
TD Private Client Wealth
New York
$6.01K +$2.29K +171 +62%
TFA
293
Transamerica Financial Advisors
Florida
$6K – – –
CAM
294
Creekmur Asset Management
Illinois
$5.34K +$5.34K +398 New
Jones Financial Companies
295
Jones Financial Companies
Missouri
$4.37K +$362 +27 +9%
OP
296
ORG Partners
Indiana
$4.02K -$471 -35 -10%
HWP
297
Highline Wealth Partners
California
$3.9K +$3.9K +291 New
WIA
298
Wetzel Investment Advisors
Indiana
$3.23K – – –
SIS
299
Sound Income Strategies
Florida
$3.08K +$3.08K +230 New
Bessemer Group
300
Bessemer Group
New Jersey
$3K – – –
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12
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