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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

265 hedge funds and large institutions have $937M invested in Sumitomo Mitsui Financial in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 120 increasing their positions, 77 reducing their positions, and 28 closing their positions.

Holders
265
Holders Change
–
Holders Change %
0%
% of All Funds
4.18%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
28
Increased
120
Reduced
77
Closed
28
Calls
$1.15M
Puts
$136K
Net Calls
+$1.02M
Net Calls Change
+$132K

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$64.6M
2
Natixis Advisors
2
Natixis Advisors
Massachusetts
$18.4M
3
Citadel Advisors
3
Citadel Advisors
Florida
$9.15M
4
Invesco
4
Invesco
Georgia
$33.3M
5
Goldman Sachs
5
Goldman Sachs
New York
$102M

Top Sellers

1
SC
1
Samlyn Capital
New York
$0
2
Marshall Wace
2
Marshall Wace
United Kingdom
$11.1M
3
CIM
3
Cowen Investment Management
New York
$38.3M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$3.76M
5
XC
5
XY Capital
Hong Kong
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FTDI
51
First Trust Direct Indexing
Massachusetts
$2.35M -$65.2K -7,581 -3%
US Bancorp
52
US Bancorp
Minnesota
$2.27M -$240K -27,896 -10%
OSAM
53
O'Shaughnessy Asset Management
Connecticut
$2.24M +$248K +28,869 +12%
EI
54
Ethic Inc
New York
$2.2M +$147K +17,051 +7%
Cerity Partners
55
Cerity Partners
New York
$2.07M +$37.6K +4,367 +2%
LPL Financial
56
LPL Financial
California
$2.05M +$199K +23,138 +11%
IWC
57
Integrated Wealth Concepts
Massachusetts
$2.03M -$35.2K -4,091 -2%
API
58
Advisor Partners II
California
$2.02M +$123K +14,278 +6%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$1.8M +$81.6K +9,492 +5%
HighTower Advisors
60
HighTower Advisors
Illinois
$1.76M +$1.44M +167,826 +460%
EGA
61
Eagle Global Advisors
Texas
$1.75M +$1.75M +204,000 New
RFC
62
Regions Financial Corp
Alabama
$1.75M -$40.5K -4,715 -2%
Ameriprise
63
Ameriprise
Minnesota
$1.71M -$8.01K -931 -0.5%
Creative Planning
64
Creative Planning
Kansas
$1.69M +$326K +37,916 +24%
BCM
65
BTC Capital Management
Iowa
$1.68M +$5.2K +603 +0.3%
Two Sigma Investments
66
Two Sigma Investments
New York
$1.49M +$477K +55,500 +47%
E
67
Ergoteles
New York
$1.47M +$340K +39,517 +30%
S
68
SignatureFD
Georgia
$1.46M +$40.2K +4,675 +3%
LWAM
69
Legacy Wealth Asset Management
Minnesota
$1.43M +$7.9K +918 +0.6%
LNWWM
70
Laird Norton Wetherby Wealth Management
California
$1.42M +$65.5K +7,618 +5%
FFM
71
Forum Financial Management
Illinois
$1.4M -$421 -49 -0%
RhumbLine Advisers
72
RhumbLine Advisers
Massachusetts
$1.37M +$1.37M +158,772 New
BS
73
Banco Santander
Spain
$1.35M +$23.4K +2,720 +2%
GU
74
Georgetown University
District of Columbia
$1.34M – – –
HF
75
HRT Financial
New York
$1.32M -$164K -19,110 -11%
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