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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 %
Group One Trading
326
Group One Trading
Illinois
$922 73 +73 New
CAS
327
Coppell Advisory Solutions
Texas
$694 57 – –
PWA
328
Provenance Wealth Advisors
Florida
$619 49 – –
FGC
329
Financial Gravity Companies
Texas
$480 38 +38 New
AF
330
Advisornet Financial
Minnesota
$417 33 – –
WBC
331
West Branch Capital
Massachusetts
$99 8 +8 New
NFA
332
Northwest Financial Advisors
Virginia
$25 2 +2 New
CIM
333
Cowen Investment Management
New York
– – -3,301,575 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
334
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– – -615,800 Closed
SW
335
Simplicity Wealth
New Jersey
– – -450,451 Closed
PCM
336
Penserra Capital Management
California
– – -320,467 Closed
GS
337
GTS Securities
New York
– – -159,034 Closed
GAM
338
Groupama Asset Management
France
– – -146,304 Closed
D.E. Shaw & Co
339
D.E. Shaw & Co
New York
– – -132,614 Closed
BWM
340
BKM Wealth Management
Wisconsin
– – -64,369 Closed
HF
341
HRT Financial
New York
– – -52,684 Closed
FIM
342
Freedom Investment Management
Connecticut
– – -49,497 Closed
Capstone Investment Advisors
343
Capstone Investment Advisors
New York
– – -32,174 Closed
SW
344
SVB Wealth
Massachusetts
– – -25,507 Closed
SWP
345
Stratos Wealth Partners
Ohio
– – -15,358 Closed
WS
346
Wedbush Securities
California
– – -13,809 Closed
Tudor Investment Corp
347
Tudor Investment Corp
Connecticut
– – -13,289 Closed
DCM
348
DGS Capital Management
New Jersey
– – -11,501 Closed
PWM
349
Perigon Wealth Management
California
– – -10,679 Closed
HT
350
Headlands Technologies
Illinois
– – -5,209 Closed
11 12 13
14
15