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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

323 hedge funds and large institutions have $1.58B invested in Sumitomo Mitsui Financial in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 138 increasing their positions, 103 reducing their positions, and 26 closing their positions.

Holders
323
Holders Change
+13
Holders Change %
+4.19%
% of All Funds
4.7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
42
Increased
138
Reduced
103
Closed
26
Calls
$47.8M
Puts
$89K
Net Calls
+$47.7M
Net Calls Change
+$47.7M

Top Buyers

1
GAM
1
Groupama Asset Management
France
$301M
2
Morgan Stanley
2
Morgan Stanley
New York
$181M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$8.26M
4
Goldman Sachs
4
Goldman Sachs
New York
$152M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$5.37M

Top Sellers

1
Invesco
1
Invesco
Georgia
$16.9M
2
B
2
Bailard
California
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.61M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$1.78M
5
Millennium Management
5
Millennium Management
New York
$39.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$7.19M -$1.86M -139,055 -21%
Franklin Resources
27
Franklin Resources
California
$6.44M -$1.07M -79,427 -14%
Pathstone Holdings
28
Pathstone Holdings
New Jersey
$6.29M +$614K +45,809 +11%
MWM
29
Moran Wealth Management
Florida
$6.05M -$1.03M -77,114 -15%
EI
30
Ethic Inc
New York
$6.05M +$1.1M +82,149 +22%
SW
31
Simplicity Wealth
New Jersey
$6.04M -$64.8K -4,831 -1%
BFG
32
Bleakley Financial Group
New Jersey
$6.04M -$64.8K -4,831 -1%
QCM
33
Quantinno Capital Management
New York
$5.93M +$680K +50,681 +13%
Stifel Financial
34
Stifel Financial
Missouri
$5.91M -$336K -25,023 -5%
QCM
35
QRG Capital Management
Illinois
$5.85M +$572K +42,675 +11%
RAM
36
Ramirez Asset Management
New York
$5.66M -$370K -27,585 -6%
CGH
37
Crossmark Global Holdings
Texas
$5.44M -$172K -12,808 -3%
Arrowstreet Capital
38
Arrowstreet Capital
Massachusetts
$5.37M +$5.11M +380,950 +1,935%
Mariner
39
Mariner
Kansas
$5.26M +$26.3K +1,964 +0.5%
Charles Schwab
40
Charles Schwab
California
$4.83M +$1.02M +75,714 +27%
Creative Planning
41
Creative Planning
Kansas
$4.8M +$665K +49,563 +16%
UBS Group
42
UBS Group
Switzerland
$4.8M +$346K +25,779 +8%
CWP
43
Capital Wealth Planning
Florida
$4.3M +$1.14M +84,901 +36%
PCM
44
Penserra Capital Management
California
$4.3M +$1.14M +84,901 +36%
FTDI
45
First Trust Direct Indexing
Massachusetts
$4.12M +$68.8K +5,129 +2%
GT
46
Greenleaf Trust
Michigan
$3.96M +$939 +70 +0%
HighTower Advisors
47
HighTower Advisors
Illinois
$3.94M -$148K -10,962 -4%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$3.93M +$297K +22,161 +8%
EGA
49
Eagle Global Advisors
Texas
$3.78M +$161K +12,000 +4%
US Bancorp
50
US Bancorp
Minnesota
$3.63M +$166K +12,391 +5%
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