SMFG icon

Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

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.

Holders
306
Holders Change
+34
Holders Change %
+12.5%
% of All Funds
4.49%
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

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$259M
2
Millennium Management
2
Millennium Management
New York
$31.2M
3
Jane Street
3
Jane Street
New York
$15.6M
4
OMC
4
Old Mission Capital
Illinois
$6.27M
5
GS
5
GTS Securities
New York
$5.12M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$813K
2
Natixis Advisors
2
Natixis Advisors
Massachusetts
$5.87M
3
Bank of America
3
Bank of America
North Carolina
$12.8M
4
CFM
4
Capricorn Fund Managers
United Kingdom
$0
5
Wells Fargo
5
Wells Fargo
California
$41.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Qube Research & Technologies (QRT)
26
Qube Research & Technologies (QRT)
United Kingdom
$5.23M 540,165 -249,356 -32%
GS
27
GTS Securities
New York
$5.12M 528,651 +528,651 New
MWM
28
Moran Wealth Management
Florida
$5.1M 526,526 +526,526 New
BFG
29
Bleakley Financial Group
New Jersey
$4.53M 468,009 -26,963 -5%
SS
30
Simplicity Solutions
Minnesota
$4.53M 468,009 -26,963 -5%
Stifel Financial
31
Stifel Financial
Missouri
$4.45M 459,356 +21,124 +5%
Pathstone Holdings
32
Pathstone Holdings
New Jersey
$4.28M 441,814 +441,814 New
OSAM
33
O'Shaughnessy Asset Management
Connecticut
$4.23M 436,854 +43,761 +11%
CGH
34
Crossmark Global Holdings
Texas
$4.15M 428,920 +3,440 +0.8%
National Bank of Canada
35
National Bank of Canada
Quebec, Canada
$3.92M 406,400 +406,400 New
GHAM
36
Gilman Hill Asset Management
Connecticut
$3.9M 402,469 -41,375 -9%
RAM
37
Ramirez Asset Management
New York
$3.62M 374,167 -5,415 -1%
QCM
38
Quantinno Capital Management
New York
$3.58M 370,148 +179,267 +94%
Mariner
39
Mariner
Kansas
$3.45M 356,073 +33,906 +11%
EI
40
Ethic Inc
New York
$3.43M 354,574 +28,575 +9%
UBS Group
41
UBS Group
Switzerland
$3.32M 343,461 -982 -0.3%
FTDI
42
First Trust Direct Indexing
Massachusetts
$2.99M 308,496 +34,442 +13%
GT
43
Greenleaf Trust
Michigan
$2.86M 295,217 +395 +0.1%
QCM
44
QRG Capital Management
Illinois
$2.81M 289,867 +22,570 +8%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$2.78M 287,098 -68,935 -19%
Federated Hermes
46
Federated Hermes
Pennsylvania
$2.68M 277,281 -687,320 -71%
US Bancorp
47
US Bancorp
Minnesota
$2.57M 265,458 +6,664 +3%
SEI Investments
48
SEI Investments
Pennsylvania
$2.45M 252,901 -24,161 -9%
HighTower Advisors
49
HighTower Advisors
Illinois
$2.42M 249,069 +45,604 +22%
Creative Planning
50
Creative Planning
Kansas
$2.37M 244,991 +18,171 +8%
1
2
3 4 5