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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 %
CFO
301
CVA Family Office
Colorado
$1.35K – – –
LFG
302
Larson Financial Group
Missouri
$1.28K – – –
PO
303
Private Ocean
California
$1.22K +$1.22K +104 New
CAM
304
ClariVest Asset Management
California
$1.03K – – –
SWS
305
SYSTM Wealth Solutions
Illinois
$707 -$100K -8,508 -99%
PWA
306
Provenance Wealth Advisors
Florida
$577 – – –
HIA
307
Harbor Investment Advisory
Maryland
$518 +$518 +44 New
AF
308
Advisornet Financial
Minnesota
$388 – – –
FGAM
309
Financial Gravity Asset Management
Texas
$84 +$72 +6 +600%
JWM
310
Janiczek Wealth Management
Colorado
$59 – – –
XC
311
XY Capital
Hong Kong
– -$7.4M -763,968 Closed
OMC
312
Old Mission Capital
Illinois
– -$6.27M -647,389 Closed
GS
313
GTS Securities
New York
– -$5.12M -528,651 Closed
National Bank of Canada
314
National Bank of Canada
Quebec, Canada
– -$3.92M -406,400 Closed
SIGI
315
Susquehanna International Group (Ireland)
Ireland
– -$1.7M -175,640 Closed
GU
316
Georgetown University
District of Columbia
– -$1.55M -160,183 Closed
Sanders Capital
317
Sanders Capital
Florida
– -$1.35M -139,963 Closed
Point72 Asset Management
318
Point72 Asset Management
Connecticut
– -$948K -97,900 Closed
BNP Paribas Financial Markets
319
BNP Paribas Financial Markets
France
– -$829K -85,626 Closed
VA
320
Vident Advisory
Georgia
– -$813K -84,013 Closed
TPC
321
Tiger Pacific Capital
New York
– -$640K -66,098 Closed
OAM
322
Oppenheimer Asset Management
New York
– -$627K -64,804 Closed
SEC
323
Seven Eight Capital
New York
– -$244K -25,161 Closed
TSS
324
Two Sigma Securities
New York
– -$235K -24,257 Closed
DIA
325
Dana Investment Advisors
Wisconsin
– -$229K -23,702 Closed
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