SMFG icon

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
$301M
2
Morgan Stanley
Morgan Stanley
New York
$181M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$8.26M
4
Goldman Sachs
Goldman Sachs
New York
$152M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$5.37M

Top Sellers

1
Invesco
Invesco
Georgia
$16.9M
2
B
Bailard
California
$0
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$7.61M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$1.78M
5
Millennium Management
Millennium Management
New York
$39.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
301
Continuum Advisory
Idaho
$2.95K -$1.01K -75 -25%
PA
302
PSI Advisors
Florida
$2.68K – – –
WT
303
Whittier Trust
California
$2.61K +$2.61K +195 New
M
304
MOTCO
Texas
$2.51K – – –
SWM
305
Spire Wealth Management
Virginia
$2.51K +$2.51K +187 New
BIA
306
Bell Investment Advisors
California
$2.24K – – –
TFF
307
The Family Firm
Maryland
$2.24K +$2.24K +167 New
TSWM
308
Tyler-Stone Wealth Management
Ohio
$2.05K – – –
VWM
309
Venturi Wealth Management
Texas
$1.97K +$1.97K +147 New
BFA
310
Brown Financial Advisors
Ohio
$1.89K +$1.89K +141 New
TWC
311
TD Waterhouse Canada
Ontario, Canada
$1.83K -$43.3K -3,220 -96%
RWMG
312
Redwood Wealth Management Group
New Jersey
$1.68K +$1.68K +125 New
AWM
313
Abound Wealth Management
Tennessee
$1.58K – – –
RFG
314
REAP Financial Group
Texas
$1.55K – – –
CFO
315
CVA Family Office
Colorado
$1.54K – – –
MFG
316
Mendota Financial Group
Wisconsin
$1.33K +$1.33K +99 New
CAM
317
ClariVest Asset Management
California
$1.13K – – –
CAS
318
Coppell Advisory Solutions
Texas
$764 +$764 +57 New
PWA
319
Provenance Wealth Advisors
Florida
$657 – – –
AF
320
Advisornet Financial
Minnesota
$443 – – –
OWA
321
Opal Wealth Advisors
New York
$215 +$215 +16 New
JWM
322
Janiczek Wealth Management
Colorado
$68 – – –
FGAM
323
Financial Gravity Asset Management
Texas
$27 -$68 -5 -71%
LWAM
324
Legacy Wealth Asset Management
Minnesota
– -$2.43M -206,342 Closed
Capital Fund Management (CFM)
325
Capital Fund Management (CFM)
France
– -$2.38M -202,410 Closed
10 11 12
13
14