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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

265 hedge funds and large institutions have $873M invested in Sumitomo Mitsui Financial in 2023 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 97 increasing their positions, 101 reducing their positions, and 29 closing their positions.

Holders
265
Holders Change
+6
Holders Change %
+2.32%
% of All Funds
4.24%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
39
Increased
97
Reduced
101
Closed
29
Calls
$1.16M
Puts
$277K
Net Calls
+$886K
Net Calls Change
+$668K

Top Buyers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$28.8M
2
SC
2
Samlyn Capital
New York
$20.1M
3
Goldman Sachs
3
Goldman Sachs
New York
$90.3M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$8.18M
5
UBS Group
5
UBS Group
Switzerland
$6.53M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$41.5M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$6.78M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Jane Street
4
Jane Street
New York
$7.01M
5
Morgan Stanley
5
Morgan Stanley
New York
$95.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Arrowstreet Capital
26
Arrowstreet Capital
Massachusetts
$6.78M -$17.8M -2,226,225 -72%
UBS Group
27
UBS Group
Switzerland
$6.53M +$6.23M +779,119 +2,065%
XC
28
XY Capital
Hong Kong
$5.95M +$4.96M +620,030 +501%
CIBC Asset Management
29
CIBC Asset Management
Ontario, Canada
$5.89M +$88.5K +11,059 +2%
Natixis Advisors
30
Natixis Advisors
Massachusetts
$5.61M -$84.7K -10,590 -1%
Franklin Resources
31
Franklin Resources
California
$4.89M -$2.37M -296,706 -33%
AHC
32
Anderson Hoagland & Co
Missouri
$4.11M +$54.6K +6,830 +1%
BFG
33
Bleakley Financial Group
New Jersey
$3.93M +$1.37M +171,297 +54%
SS
34
Simplicity Solutions
Minnesota
$3.93M +$3.68M +459,457 +1,463%
CFM
35
Capricorn Fund Managers
United Kingdom
$3.87M +$3.87M +483,405 New
CGH
36
Crossmark Global Holdings
Texas
$3.58M +$43.8K +5,473 +1%
GHAM
37
Gilman Hill Asset Management
Connecticut
$3.5M +$203K +25,335 +6%
Stifel Financial
38
Stifel Financial
Missouri
$3.23M +$151K +18,855 +5%
Truist Financial
39
Truist Financial
North Carolina
$3.16M -$822K -102,693 -21%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$3.1M -$178K -22,274 -5%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$3.03M -$135K -16,841 -4%
Qube Research & Technologies (QRT)
42
Qube Research & Technologies (QRT)
United Kingdom
$2.73M +$2.73M +341,674 New
SEI Investments
43
SEI Investments
Pennsylvania
$2.68M -$7.9K -987 -0.3%
GT
44
Greenleaf Trust
Michigan
$2.36M +$4K +500 +0.2%
BCI
45
Brinker Capital Investments
Pennsylvania
$2.34M -$764K -95,504 -25%
OPS
46
Orion Portfolio Solutions
Nebraska
$2.34M +$2.34M +292,747 New
US Bancorp
47
US Bancorp
Minnesota
$2.34M +$121K +15,153 +5%
TAIM
48
Te Ahumairangi Investment Management
New Zealand
$2.28M -$200K -25,000 -8%
Ninety One (UK)
49
Ninety One (UK)
United Kingdom
$2.26M +$2.26M +282,180 New
FTDI
50
First Trust Direct Indexing
Massachusetts
$2.25M +$66.6K +8,324 +3%
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