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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

306 hedge funds and large institutions have $1.04B invested in Sumitomo Mitsui Financial in 2023 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 99 increasing their positions, 103 reducing their positions, and 32 closing their positions.

Holders
306
Holders Change
+34
Holders Change %
+12.5%
% of All Funds
4.49%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
73
Increased
99
Reduced
103
Closed
32
Calls
$1.65M
Puts
$349K
Net Calls
+$1.3M
Net Calls Change
-$12.2M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$259M
2
Millennium Management
2
Millennium Management
New York
$31.2M
3
Jane Street
3
Jane Street
New York
$15.6M
4
OMC
4
Old Mission Capital
Illinois
$6.27M
5
GS
5
GTS Securities
New York
$5.12M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$813K
2
Natixis Advisors
2
Natixis Advisors
Massachusetts
$5.87M
3
Bank of America
3
Bank of America
North Carolina
$12.8M
4
CFM
4
Capricorn Fund Managers
United Kingdom
$0
5
Wells Fargo
5
Wells Fargo
California
$41.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cerity Partners
51
Cerity Partners
New York
$2.35M +$209K +21,619 +10%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$2.32M -$870K -89,795 -27%
IWC
53
Integrated Wealth Concepts
Massachusetts
$2.19M -$104K -10,743 -5%
DWA
54
Dorsey Wright & Associates
California
$2.07M +$2.07M +213,699 New
EGA
55
Eagle Global Advisors
Texas
$2.03M +$58.1K +6,000 +3%
LWAM
56
Legacy Wealth Asset Management
Minnesota
$2M +$159K +16,407 +9%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$1.99M +$82.3K +8,499 +4%
Capital Fund Management (CFM)
58
Capital Fund Management (CFM)
France
$1.96M +$503K +51,986 +35%
Ameriprise
59
Ameriprise
Minnesota
$1.9M -$10K -1,037 -0.5%
FFM
60
Forum Financial Management
Illinois
$1.83M +$247K +25,500 +16%
S
61
SignatureFD
Georgia
$1.82M +$81.9K +8,457 +5%
Charles Schwab
62
Charles Schwab
California
$1.82M +$350K +36,170 +24%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
63
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.78M +$1.78M +184,000 New
SIGI
64
Susquehanna International Group (Ireland)
Ireland
$1.7M +$1.7M +175,640 New
LNWWM
65
Laird Norton Wetherby Wealth Management
California
$1.66M +$19 +2 +0%
MIS
66
Morningstar Investment Services
Illinois
$1.6M +$812K +84,276 +103%
LMIM
67
Lockheed Martin Investment Management
Maryland
$1.59M +$1.59M +164,050 New
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$1.57M +$5.7K +589 +0.4%
AAM
69
Augustine Asset Management
Florida
$1.56M +$1.56M +161,260 New
Boston Partners
70
Boston Partners
Massachusetts
$1.55M +$41.9K +4,324 +3%
GU
71
Georgetown University
District of Columbia
$1.55M +$23.1K +2,383 +2%
Fisher Asset Management
72
Fisher Asset Management
Washington
$1.54M +$1.35M +139,200 +717%
Calamos Advisors
73
Calamos Advisors
Illinois
$1.39M +$1.39M +144,000 New
Sanders Capital
74
Sanders Capital
Florida
$1.35M -$3.87K -400 -0.3%
VPIM
75
Vanguard Personalized Indexing Management
California
$1.28M +$166K +17,099 +15%
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