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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 %
Bessemer Group
276
Bessemer Group
New Jersey
$28K +$16.2K +1,119 +138%
CIBC Private Wealth Group
277
CIBC Private Wealth Group
Georgia
$27.9K +$4.62K +312 +20%
AA
278
Addison Advisors
Vermont
$27.2K – – –
RA
279
Rise Advisors
New York
$26.7K +$348 +24 +1%
PEAK6
280
PEAK6
Illinois
$25.1K +$25.1K +1,734 New
CAWM
281
Capital A Wealth Management
Pennsylvania
$24.8K +$24.8K +1,712 New
Northwestern Mutual Wealth Management
282
Northwestern Mutual Wealth Management
Wisconsin
$23.3K +$9.64K +665 +70%
AF
283
Allworth Financial
California
$23.2K +$5.73K +395 +33%
RIL
284
Rothschild Investment LLC
Illinois
$21.9K -$31K -2,142 -59%
Jones Financial Companies
285
Jones Financial Companies
Missouri
$19.9K +$3.59K +248 +22%
WA
286
Whipplewood Advisors
Colorado
$19K +$19K +1,311 New
FMP
287
Financial Management Professionals
Texas
$18.5K – – –
GFPC
288
Global Financial Private Client
Florida
$17K – – –
Fifth Third Bancorp
289
Fifth Third Bancorp
Ohio
$16.2K – – –
VWM
290
Venturi Wealth Management
Texas
$16.1K +$1.97K +136 +14%
HI
291
Human Investing
Oregon
$15.9K +$15.9K +1,100 New
AWM
292
Avior Wealth Management
Nebraska
$14.4K -$956 -66 -6%
CIA
293
Cape Investment Advisory
Georgia
$14.3K – – –
GKIM
294
GW&K Investment Management
Massachusetts
$14K – – –
EBA
295
Eagle Bay Advisors
New York
$14K – – –
NA
296
NewEdge Advisors
Louisiana
$13.2K – – –
SCM
297
Sterling Capital Management
North Carolina
$12.6K – – –
HWA
298
HHM Wealth Advisors
Tennessee
$11.7K – – –
BIG
299
Brooklyn Investment Group
New York
$11.4K +$11.4K +788 New
CPG
300
Cornerstone Planning Group
New Jersey
$10.9K +$2.35K +158 +27%
10 11
12
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