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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 %
RA
276
Rise Advisors
New York
$23K 1,817 +18 +1%
CIBC Private Wealth Group
277
CIBC Private Wealth Group
Georgia
$19.9K 1,572 -107 -6%
NS
278
NBC Securities
Alabama
$16K 1,293 -198 -13%
FMP
279
Financial Management Professionals
Texas
$16K 1,277 +195 +18%
AF
280
Allworth Financial
California
$15.2K 1,202 -275 -19%
GFPC
281
Global Financial Private Client
Florida
$14.8K 1,174 +1,174 New
Fifth Third Bancorp
282
Fifth Third Bancorp
Ohio
$14.1K 1,119 -527 -32%
Jones Financial Companies
283
Jones Financial Companies
Missouri
$13.8K 1,122 +796 +244%
AWM
284
Avior Wealth Management
Nebraska
$13.4K 1,060 +10 +1%
CIA
285
Cape Investment Advisory
Georgia
$12.5K 990 – –
VWM
286
Venturi Wealth Management
Texas
$12.3K 973 +826 +562%
BNP Paribas Financial Markets
287
BNP Paribas Financial Markets
France
$12.3K 973 +973 New
EBA
288
Eagle Bay Advisors
New York
$12.2K 963 – –
GKIM
289
GW&K Investment Management
Massachusetts
$12K 980 – –
Northwestern Mutual Wealth Management
290
Northwestern Mutual Wealth Management
Wisconsin
$11.9K 944 +325 +53%
NA
291
NewEdge Advisors
Louisiana
$11.5K 909 -23,451 -96%
Simplex Trading
292
Simplex Trading
Illinois
$11K 924 +924 New
SCM
293
Sterling Capital Management
North Carolina
$11K 867 +867 New
HWA
294
HHM Wealth Advisors
Tennessee
$10.2K 806 – –
PW
295
Paladin Wealth
Minnesota
$10.1K 796 +796 New
Bessemer Group
296
Bessemer Group
New Jersey
$10K 810 +583 +257%
HI
297
Harbour Investments
Wisconsin
$8.16K 646 – –
GBT
298
Grove Bank & Trust
Florida
$8.01K 634 +634 New
PCWA
299
Pacific Capital Wealth Advisors
California
$7.67K 607 – –
CPG
300
Cornerstone Planning Group
New Jersey
$7.31K 575 +55 +11%
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12
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