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Sumitomo Mitsui Financial

306 hedge funds and large institutions have $1.04B invested in Sumitomo Mitsui Financial in 2023 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 99 increasing their positions, 103 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

371% more call options, than puts

Call options by funds: $1.65M | Put options by funds: $349K

128% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 32

13% more funds holding

Funds holding: 272306 (+34)

5% more capital invested

Capital invested by funds: $985M → $1.04B (+$53.1M)

0.54% more ownership

Funds ownership: 7.47%8.01% (+0.54%)

4% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 103

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
306
Holders Change
+34
Holders Change %
+12.5%
% of All Funds
4.46%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
73
Increased
99
Reduced
103
Closed
32
Calls
$1.65M
Puts
$349K
Net Calls
+$1.3M
Net Calls Change
-$12.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Qube Research & Technologies (QRT)
26
Qube Research & Technologies (QRT)
United Kingdom
$5.23M -$2.42M -249,356 -32%
GS
27
GTS Securities
New York
$5.12M +$5.12M +528,651 New
MWM
28
Moran Wealth Management
Florida
$5.1M +$5.1M +526,526 New
BFG
29
Bleakley Financial Group
New Jersey
$4.53M -$261K -26,963 -5%
SS
30
Simplicity Solutions
Minnesota
$4.53M -$261K -26,963 -5%
Stifel Financial
31
Stifel Financial
Missouri
$4.45M +$205K +21,124 +5%
Pathstone Holdings
32
Pathstone Holdings
New Jersey
$4.28M +$4.28M +441,814 New
OSAM
33
O'Shaughnessy Asset Management
Connecticut
$4.23M +$424K +43,761 +11%
CGH
34
Crossmark Global Holdings
Texas
$4.15M +$33.3K +3,440 +0.8%
National Bank of Canada
35
National Bank of Canada
Quebec, Canada
$3.92M +$3.94M +406,400 New
GHAM
36
Gilman Hill Asset Management
Connecticut
$3.9M -$401K -41,375 -9%
RAM
37
Ramirez Asset Management
New York
$3.62M -$52.5K -5,415 -1%
QCM
38
Quantinno Capital Management
New York
$3.58M +$1.74M +179,267 +94%
Mariner
39
Mariner
Kansas
$3.45M +$329K +33,906 +11%
EI
40
Ethic Inc
New York
$3.43M +$277K +28,575 +9%
UBS Group
41
UBS Group
Switzerland
$3.32M -$9.52K -982 -0.3%
FTDI
42
First Trust Direct Indexing
Massachusetts
$2.99M +$334K +34,442 +13%
GT
43
Greenleaf Trust
Michigan
$2.86M +$3.83K +395 +0.1%
QCM
44
QRG Capital Management
Illinois
$2.81M +$219K +22,570 +8%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$2.78M -$668K -68,935 -19%
Federated Hermes
46
Federated Hermes
Pennsylvania
$2.68M -$6.66M -687,320 -71%
US Bancorp
47
US Bancorp
Minnesota
$2.57M +$64.6K +6,664 +3%
SEI Investments
48
SEI Investments
Pennsylvania
$2.45M -$234K -24,161 -9%
HighTower Advisors
49
HighTower Advisors
Illinois
$2.42M +$442K +45,604 +22%
Creative Planning
50
Creative Planning
Kansas
$2.37M +$176K +18,171 +8%