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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

310 hedge funds and large institutions have $1.12B invested in Sumitomo Mitsui Financial in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 131 increasing their positions, 93 reducing their positions, and 38 closing their positions.

Holders
310
Holders Change
+4
Holders Change %
+1.31%
% of All Funds
4.49%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
46
Increased
131
Reduced
93
Closed
38
Calls
$295K
Puts
$377K
Net Calls
-$82K
Net Calls Change
-$1.38M

Top Buyers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$49.7M
2
CAC
2
Cowen and Company
New York
$33M
3
Citadel Advisors
3
Citadel Advisors
Florida
$7.94M
4
B
4
Bailard
California
$5.59M
5
SW
5
Simplicity Wealth
New Jersey
$5.36M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$143M
2
Jane Street
2
Jane Street
New York
$1.13M
3
CCM
3
Causeway Capital Management
California
$240K
4
CIM
4
Cowen Investment Management
New York
$38.9M
5
XC
5
XY Capital
Hong Kong
$0
Name Market Value Shares Shares
Change 		Shares
Change %
OSAM
26
O'Shaughnessy Asset Management
Connecticut
$6.16M 523,752 +86,898 +20%
B
27
Bailard
California
$5.59M 95,000 +95,000 New
Stifel Financial
28
Stifel Financial
Missouri
$5.48M 465,675 +6,319 +1%
BFG
29
Bleakley Financial Group
New Jersey
$5.36M 455,282 -12,727 -3%
SW
30
Simplicity Wealth
New Jersey
$5.36M 455,282 +455,282 New
RAM
31
Ramirez Asset Management
New York
$5.29M 449,293 +75,126 +20%
Pathstone Holdings
32
Pathstone Holdings
New Jersey
$4.98M 423,393 -18,421 -4%
CGH
33
Crossmark Global Holdings
Texas
$4.93M 418,792 -10,128 -2%
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$4.64M 394,344 +368,200 +1,408%
QCM
35
QRG Capital Management
Illinois
$4.63M 393,742 +103,875 +36%
QCM
36
Quantinno Capital Management
New York
$4.61M 391,682 +21,534 +6%
Mariner
37
Mariner
Kansas
$4.6M 390,434 +34,361 +10%
EI
38
Ethic Inc
New York
$4.34M 368,972 +14,398 +4%
Cerity Partners
39
Cerity Partners
New York
$4.08M 346,928 +104,330 +43%
UBS Group
40
UBS Group
Switzerland
$3.91M 331,795 -11,666 -3%
Creative Planning
41
Creative Planning
Kansas
$3.63M 308,352 +63,361 +26%
HighTower Advisors
42
HighTower Advisors
Illinois
$3.58M 303,684 +54,615 +22%
FTDI
43
First Trust Direct Indexing
Massachusetts
$3.56M 302,246 -6,250 -2%
GT
44
Greenleaf Trust
Michigan
$3.48M 295,387 +170 +0.1%
Charles Schwab
45
Charles Schwab
California
$3.35M 284,446 +96,206 +51%
GHAM
46
Gilman Hill Asset Management
Connecticut
$3.25M 275,879 -126,590 -31%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$3.19M 270,815 -16,283 -6%
EGA
48
Eagle Global Advisors
Texas
$3.18M 270,000 +60,000 +29%
Federated Hermes
49
Federated Hermes
Pennsylvania
$3.11M 264,422 -12,859 -5%
US Bancorp
50
US Bancorp
Minnesota
$3.04M 258,358 -7,100 -3%
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