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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

201 hedge funds and large institutions have $750M invested in Sumitomo Mitsui Financial in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 81 increasing their positions, 66 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
-21
Holders Change %
-9.46%
% of All Funds
4.07%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
23
Increased
81
Reduced
66
Closed
41
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
+$184K

Top Buyers

1
CGH
1
Crossmark Global Holdings
Texas
$10.5M
2
AG
2
Aperio Group
California
$44.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$40.9M
4
CIBC World Market
4
CIBC World Market
Ontario, Canada
$4.86M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$2.01M

Top Sellers

1
TAM
1
Todd Asset Management
Kentucky
$0
2
LP
2
LMR Partners
United Kingdom
$27.9M
3
TRSOTSOK
3
Teachers Retirement System of the State of Kentucky
Kentucky
$0
4
Lazard Asset Management
4
Lazard Asset Management
New York
$73.6M
5
US Bancorp
5
US Bancorp
Minnesota
$8.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
BUB
51
BBVA USA Bancshares
Texas
$1.01M -$125K -22,360 -11%
OAM
52
Oppenheimer Asset Management
New York
$1.01M -$35.5K -6,352 -3%
SFI
53
Susquehanna Fundamental Investments
Pennsylvania
$974K -$109K -19,500 -10%
Two Sigma Advisers
54
Two Sigma Advisers
New York
$896K -$1M -179,400 -53%
LFAS
55
Level Four Advisory Services
Texas
$832K -$163K -29,131 -16%
Truist Financial
56
Truist Financial
North Carolina
$768K -$184K -32,857 -19%
AAM
57
Advisors Asset Management
Colorado
$754K -$218K -39,015 -22%
BCM
58
BTC Capital Management
Iowa
$751K +$133K +23,790 +22%
American Century Companies
59
American Century Companies
Missouri
$741K +$152K +27,217 +26%
Invesco
60
Invesco
Georgia
$723K +$49.6K +8,880 +7%
LNWWM
61
Laird Norton Wetherby Wealth Management
California
$714K -$24.5K -4,380 -3%
Sanders Capital
62
Sanders Capital
Florida
$695K +$88.2K +15,763 +15%
VCA
63
Verdence Capital Advisors
Maryland
$643K +$5.86K +1,049 +0.9%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$612K +$9.59K +1,717 +2%
Osaic Holdings
65
Osaic Holdings
Arizona
$611K +$55.5K +9,906 +10%
Geode Capital Management
66
Geode Capital Management
Massachusetts
$549K +$108K +19,357 +25%
State Street
67
State Street
Massachusetts
$541K +$463K +82,859 +594%
AWM
68
Altium Wealth Management
New York
$528K +$87.9K +15,726 +20%
JIC
69
Johnson Investment Counsel
Ohio
$494K +$125K +22,400 +34%
Fisher Asset Management
70
Fisher Asset Management
Washington
$486K -$808K -144,677 -62%
OAG
71
Orbis Allan Gray
Bermuda
$465K – – –
CP
72
Covenant Partners
Tennessee
$458K -$9.94K -1,778 -2%
CAM
73
Cresset Asset Management
Illinois
$452K +$57.5K +10,271 +15%
VPIM
74
Vanguard Personalized Indexing Management
California
$436K +$133K +23,844 +44%
IRC
75
Investors Research Corp
Georgia
$425K -$14.8K -2,650 -3%
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