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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

265 hedge funds and large institutions have $937M invested in Sumitomo Mitsui Financial in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 120 increasing their positions, 77 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
–
Holders Change %
0%
% of All Funds
4.18%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
28
Increased
120
Reduced
77
Closed
28
Calls
$1.15M
Puts
$136K
Net Calls
+$1.02M
Net Calls Change
+$132K

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$64.6M
2
Natixis Advisors
2
Natixis Advisors
Massachusetts
$18.4M
3
Citadel Advisors
3
Citadel Advisors
Florida
$9.15M
4
Invesco
4
Invesco
Georgia
$33.3M
5
Goldman Sachs
5
Goldman Sachs
New York
$102M

Top Sellers

1
SC
1
Samlyn Capital
New York
$0
2
Marshall Wace
2
Marshall Wace
United Kingdom
$11.1M
3
CIM
3
Cowen Investment Management
New York
$38.3M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$3.76M
5
XC
5
XY Capital
Hong Kong
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Asset Management
26
CIBC Asset Management
Ontario, Canada
$6.26M -$61.8K -7,184 -1%
Franklin Resources
27
Franklin Resources
California
$5.27M +$18.8K +2,181 +0.4%
Millennium Management
28
Millennium Management
New York
$5.26M +$2.36M +274,518 +82%
RJA
29
Raymond James & Associates
Florida
$5.21M +$2.95M +342,488 +130%
Voloridge Investment Management
30
Voloridge Investment Management
Florida
$5.07M -$2.23M -259,262 -31%
AHC
31
Anderson Hoagland & Co
Missouri
$4.41M – – –
SS
32
Simplicity Solutions
Minnesota
$4.28M +$55.7K +6,478 +1%
BFG
33
Bleakley Financial Group
New Jersey
$4.28M +$55.7K +6,478 +1%
CGH
34
Crossmark Global Holdings
Texas
$4.11M -$122K -12,859 -3%
GHAM
35
Gilman Hill Asset Management
Connecticut
$3.94M +$178K +20,690 +5%
D.E. Shaw & Co
36
D.E. Shaw & Co
New York
$3.76M -$6.18M -718,457 -62%
Stifel Financial
37
Stifel Financial
Missouri
$3.69M +$217K +25,237 +6%
Qube Research & Technologies (QRT)
38
Qube Research & Technologies (QRT)
United Kingdom
$3.51M +$575K +66,813 +20%
Truist Financial
39
Truist Financial
North Carolina
$3.4M +$3.78K +440 +0.1%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$3.36M +$106K +12,310 +3%
UBS Group
41
UBS Group
Switzerland
$3.03M -$4M -464,643 -57%
Ninety One (UK)
42
Ninety One (UK)
United Kingdom
$2.99M +$567K +65,939 +23%
SEI Investments
43
SEI Investments
Pennsylvania
$2.98M +$96.5K +11,215 +3%
OPS
44
Orion Portfolio Solutions
Nebraska
$2.91M +$388K +45,117 +15%
BCI
45
Brinker Capital Investments
Pennsylvania
$2.91M +$388K +45,117 +15%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$2.87M -$465K -54,095 -14%
Mariner
47
Mariner
Kansas
$2.63M +$582K +67,669 +28%
Boston Partners
48
Boston Partners
Massachusetts
$2.56M +$2.31M +269,013 +926%
GT
49
Greenleaf Trust
Michigan
$2.54M +$129 +15 +0%
TWI
50
Thomas White International
Illinois
$2.37M -$9.68K -1,126 -0.4%
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