SMFG icon

Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

346 hedge funds and large institutions have $1.49B invested in Sumitomo Mitsui Financial in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 149 increasing their positions, 100 reducing their positions, and 28 closing their positions.

Holders
346
Holders Change
+14
Holders Change %
+4.22%
% of All Funds
4.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
48
Increased
149
Reduced
100
Closed
28
Calls
$50.6M
Puts
$395K
Net Calls
+$50.2M
Net Calls Change
+$5.56M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$343M
2
Northern Trust
2
Northern Trust
Illinois
$72.9M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$92.5M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$121M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$10.8M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$5.93M
2
Wells Fargo
2
Wells Fargo
California
$30.2M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$14.7M
4
Invesco
4
Invesco
Georgia
$14.7M
5
CIBC Asset Management
5
CIBC Asset Management
Ontario, Canada
$2.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$7M +$1.11M +76,862 +19%
Creative Planning
27
Creative Planning
Kansas
$6.92M +$1.46M +100,738 +27%
Pathstone Holdings
28
Pathstone Holdings
New Jersey
$6.91M +$126K +8,717 +2%
RAM
29
Ramirez Asset Management
New York
$6.51M +$203K +14,004 +3%
Jane Street
30
Jane Street
New York
$6.45M +$2.1M +144,901 +48%
Stifel Financial
31
Stifel Financial
Missouri
$6.41M +$5.71K +394 +0.1%
QCM
32
QRG Capital Management
Illinois
$6.27M +$112K +7,735 +2%
EI
33
Ethic Inc
New York
$6.02M +$676K +46,640 +13%
BIMC
34
Benson Investment Management Company
Virginia
$5.94M +$290 +20 +0%
Arrowstreet Capital
35
Arrowstreet Capital
Massachusetts
$5.93M -$19.4M -1,341,603 -77%
Mariner
36
Mariner
Kansas
$5.87M +$122K +8,389 +2%
SAM
37
Silvercrest Asset Management
New York
$5.8M +$5.8M +242,300 New
MWM
38
Moran Wealth Management
Florida
$5.2M +$370K +25,503 +8%
Boston Partners
39
Boston Partners
Massachusetts
$5.05M +$2.89M +199,616 +134%
EGA
40
Eagle Global Advisors
Texas
$4.87M – – –
LPL Financial
41
LPL Financial
California
$4.71M +$3.42M +235,934 +265%
First Trust Advisors
42
First Trust Advisors
Illinois
$4.48M +$4.48M +309,458 New
Cerity Partners
43
Cerity Partners
New York
$4.46M -$465K -33,313 -9%
US Bancorp
44
US Bancorp
Minnesota
$4.34M +$111K +7,641 +3%
LG
45
Leuthold Group
Minnesota
$4.33M -$157K -10,815 -3%
GT
46
Greenleaf Trust
Michigan
$4.28M +$1.07K +74 +0%
HighTower Advisors
47
HighTower Advisors
Illinois
$3.74M +$165K +11,363 +5%
AAM
48
Augustine Asset Management
Florida
$3.69M -$26.8K -1,849 -0.7%
PMWMG
49
Parr McKnight Wealth Management Group
Minnesota
$3.51M +$3.51M +242,101 New
Osaic Holdings
50
Osaic Holdings
Arizona
$3.37M +$564K +38,903 +20%
1
2
3 4 5