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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

272 hedge funds and large institutions have $985M invested in Sumitomo Mitsui Financial in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 107 increasing their positions, 97 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
+7
Holders Change %
+2.64%
% of All Funds
4.34%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
30
Increased
107
Reduced
97
Closed
22
Calls
$13.6M
Puts
$140K
Net Calls
+$13.5M
Net Calls Change
+$12.5M

Top Buyers

1
CFM
1
Capricorn Fund Managers
United Kingdom
$9.07M
2
XC
2
XY Capital
Hong Kong
$6.68M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$68.6M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$7.78M
5
AHC
5
Anderson Hoagland & Co
Missouri
$8.16M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$49M
2
CAC
2
Cowen and Company
New York
$0
3
Marshall Wace
3
Marshall Wace
United Kingdom
$139K
4
Jane Street
4
Jane Street
New York
$2.26M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
Franklin Resources
26
Franklin Resources
California
$5.93M -$115K -11,643 -2%
RJA
27
Raymond James & Associates
Florida
$5.78M -$197K -19,986 -3%
SS
28
Simplicity Solutions
Minnesota
$4.88M -$23.3K -2,365 -0.5%
BFG
29
Bleakley Financial Group
New Jersey
$4.88M -$23.3K -2,365 -0.5%
GHAM
30
Gilman Hill Asset Management
Connecticut
$4.37M -$137K -13,890 -3%
Stifel Financial
31
Stifel Financial
Missouri
$4.32M +$87.9K +8,928 +2%
CGH
32
Crossmark Global Holdings
Texas
$4.24M -$88.7K -8,890 -2%
OSAM
33
O'Shaughnessy Asset Management
Connecticut
$3.87M +$1.3M +132,361 +51%
RAM
34
Ramirez Asset Management
New York
$3.74M +$3.74M +379,582 New
Truist Financial
35
Truist Financial
North Carolina
$3.71M -$182K -18,473 -5%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$3.51M -$345K -35,005 -9%
Ninety One (UK)
37
Ninety One (UK)
United Kingdom
$3.43M – – –
UBS Group
38
UBS Group
Switzerland
$3.39M -$76.5K -7,770 -2%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$3.35M -$48.8K -4,786 -1%
EI
40
Ethic Inc
New York
$3.21M +$696K +70,632 +28%
Mariner
41
Mariner
Kansas
$3.17M +$157K +15,922 +5%
OPS
42
Orion Portfolio Solutions
Nebraska
$3.1M -$228K -23,107 -7%
BCI
43
Brinker Capital Investments
Pennsylvania
$3.1M -$228K -23,107 -7%
GT
44
Greenleaf Trust
Michigan
$2.9M -$808 -82 -0%
API
45
Advisor Partners II
California
$2.78M +$466K +47,347 +20%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$2.74M +$2.57M +261,369 +1,528%
SEI Investments
47
SEI Investments
Pennsylvania
$2.73M -$683K -69,365 -20%
FTDI
48
First Trust Direct Indexing
Massachusetts
$2.7M +$6.95K +706 +0.3%
QCM
49
QRG Capital Management
Illinois
$2.63M +$2.63M +267,297 New
US Bancorp
50
US Bancorp
Minnesota
$2.55M -$53.7K -5,451 -2%
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