SMFG icon

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 %
FCG
301
Financial Connections Group
California
$7K 561 – –
RWA
302
Redmont Wealth Advisors
Illinois
$6.82K 540 – –
Kayne Anderson Rudnick Investment Management
303
Kayne Anderson Rudnick Investment Management
California
$6.32K 500 +1 +0.2%
SWM
304
Spire Wealth Management
Virginia
$6.3K 499 +312 +167%
TPCW
305
TD Private Client Wealth
New York
$5.66K 448 – –
MCM
306
MV Capital Management
Maryland
$5.2K 412 +412 New
CAM
307
Creekmur Asset Management
Illinois
$5.03K 398 – –
MCM
308
Manchester Capital Management
Vermont
$4.45K 352 -177 -33%
IAIM
309
International Assets Investment Management
Florida
$4.29K 54,221 +54,221 New
OWP
310
ORG Wealth Partners
Texas
$3.78K 299 +299 New
CYG
311
Clean Yield Group
Vermont
$3.16K 250 +250 New
CA
312
Continuum Advisory
Idaho
$3.14K 220 – –
PA
313
PSI Advisors
Florida
$2.53K 200 – –
M
314
MOTCO
Texas
$2.36K 187 – –
LI
315
LRI Investments
Florida
$2.34K 164 +164 New
BIA
316
Bell Investment Advisors
California
$2.11K 167 – –
RFG
317
REAP Financial Group
Texas
$1.48K 117 +1 +0.9%
HWP
318
Highline Wealth Partners
California
$1.45K 115 -176 -60%
CFO
319
CVA Family Office
Colorado
$1.45K 115 – –
LFG
320
Larson Financial Group
Missouri
$1.39K 110 -366 -77%
MFG
321
Mendota Financial Group
Wisconsin
$1.35K 107 +8 +8%
TWC
322
TD Waterhouse Canada
Ontario, Canada
$1.33K 136 – –
AWM
323
Abound Wealth Management
Tennessee
$1.16K 92 -26 -22%
CAM
324
ClariVest Asset Management
California
$1.13K 87 – –
CTC
325
Central Trust Company
Missouri
$1.09K 86 +86 New
11 12
13
14 15