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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

332 hedge funds and large institutions have $1.16B invested in Sumitomo Mitsui Financial in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 144 increasing their positions, 104 reducing their positions, and 32 closing their positions.

Holders
332
Holders Change
+9
Holders Change %
+2.79%
% of All Funds
4.8%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
43
Increased
144
Reduced
104
Closed
32
Calls
$44.7M
Puts
$115K
Net Calls
+$44.6M
Net Calls Change
-$3.06M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$206M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$63.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$17.3M
4
Bank of America
4
Bank of America
North Carolina
$20.8M
5
BIMC
5
Benson Investment Management Company
Virginia
$5.18M

Top Sellers

1
GAM
1
Groupama Asset Management
France
$0
2
CIM
2
Cowen Investment Management
New York
$0
3
Millennium Management
3
Millennium Management
New York
$212K
4
CAC
4
Cowen and Company
New York
$19.7M
5
Wells Fargo
5
Wells Fargo
California
$41.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Pathstone Holdings
26
Pathstone Holdings
New Jersey
$5.91M 468,307 -895 -0.2%
Stifel Financial
27
Stifel Financial
Missouri
$5.58M 441,673 +1,021 +0.2%
RAM
28
Ramirez Asset Management
New York
$5.49M 435,010 +13,302 +3%
QCM
29
QRG Capital Management
Illinois
$5.36M 424,680 -11,737 -3%
BIMC
30
Benson Investment Management Company
Virginia
$5.18M 410,255 +410,255 New
Charles Schwab
31
Charles Schwab
California
$5.13M 405,921 +45,761 +13%
Mariner
32
Mariner
Kansas
$4.99M 396,667 +4,269 +1%
Creative Planning
33
Creative Planning
Kansas
$4.76M 376,490 +18,575 +5%
Cerity Partners
34
Cerity Partners
New York
$4.46M 353,043 +84,989 +32%
EI
35
Ethic Inc
New York
$4.34M 368,972 -82,149 -18%
EGA
36
Eagle Global Advisors
Texas
$4.24M 336,000 +54,000 +19%
MWM
37
Moran Wealth Management
Florida
$4.21M 333,233 -117,966 -26%
Allspring Global Investments
38
Allspring Global Investments
North Carolina
$4.13M 326,942 +292,334 +845%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$3.93M 311,121 +18,145 +6%
LG
40
Leuthold Group
Minnesota
$3.91M 309,329 +309,329 New
FTDI
41
First Trust Direct Indexing
Massachusetts
$3.85M 305,204 -2,171 -0.7%
Jane Street
42
Jane Street
New York
$3.79M 300,001 +51,917 +21%
GT
43
Greenleaf Trust
Michigan
$3.73M 295,457 – –
RCM
44
Rokos Capital Management
United Kingdom
$3.71M 293,693 +293,693 New
US Bancorp
45
US Bancorp
Minnesota
$3.69M 291,835 +21,086 +8%
SC
46
Samlyn Capital
New York
$3.37M 266,615 +266,615 New
AAM
47
Augustine Asset Management
Florida
$3.24M 256,545 +3,857 +2%
HighTower Advisors
48
HighTower Advisors
Illinois
$3.13M 246,596 -46,126 -16%
Citadel Advisors
49
Citadel Advisors
Florida
$3.09M 244,949 -290,948 -54%
William Blair Investment Management
50
William Blair Investment Management
Illinois
$3.05M 241,429 +241,429 New
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