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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 %
ATPW
351
Ashton Thomas Private Wealth
Arizona
– – -4,405 Closed
EC
352
EntryPoint Capital
New York
– – -4,089 Closed
CFM
353
Catalyst Funds Management
Australia
– – -1,200 Closed
RFG
354
RFP Financial Group
Georgia
– – -1,114 Closed
FFA
355
Frazier Financial Advisors
Ohio
– – -623 Closed
OP
356
ORG Partners
Indiana
– – -299 Closed
WIA
357
Wetzel Investment Advisors
Indiana
– – -274 Closed
SIS
358
Sound Income Strategies
Florida
– – -230 Closed
WT
359
Whittier Trust
California
– – -195 Closed
TFF
360
The Family Firm
Maryland
– – -167 Closed
TSWM
361
Tyler-Stone Wealth Management
Ohio
– – -153 Closed
BFA
362
Brown Financial Advisors
Ohio
– – -141 Closed
RWMG
363
Redwood Wealth Management Group
New Jersey
– – -125 Closed
OWA
364
Opal Wealth Advisors
New York
– – -16 Closed
PI
365
PEAK6 Investments
Illinois
– – – –
CFGS
366
Concourse Financial Group Securities
Alabama
– – – –
11 12 13 14
15