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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

310 hedge funds and large institutions have $1.12B invested in Sumitomo Mitsui Financial in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 131 increasing their positions, 93 reducing their positions, and 38 closing their positions.

Holders
310
Holders Change
+4
Holders Change %
+1.31%
% of All Funds
4.49%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
46
Increased
131
Reduced
93
Closed
38
Calls
$295K
Puts
$377K
Net Calls
-$82K
Net Calls Change
-$1.38M

Top Buyers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$49.7M
2
CAC
2
Cowen and Company
New York
$33M
3
Citadel Advisors
3
Citadel Advisors
Florida
$7.94M
4
B
4
Bailard
California
$5.59M
5
SW
5
Simplicity Wealth
New Jersey
$5.36M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$143M
2
Jane Street
2
Jane Street
New York
$1.13M
3
CCM
3
Causeway Capital Management
California
$240K
4
CIM
4
Cowen Investment Management
New York
$38.9M
5
XC
5
XY Capital
Hong Kong
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$2.96M 249,796 +10,708 +4%
Boston Partners
52
Boston Partners
Massachusetts
$2.96M 251,597 +90,959 +57%
CWP
53
Capital Wealth Planning
Florida
$2.77M 235,566 +118,235 +101%
PCM
54
Penserra Capital Management
California
$2.77M 235,566 +118,235 +101%
Osaic Holdings
55
Osaic Holdings
Arizona
$2.65M 224,832 +134,564 +149%
GAM
56
Groupama Asset Management
France
$2.61M 44,680 +44,680 New
Calamos Advisors
57
Calamos Advisors
Illinois
$2.49M 211,720 +67,720 +47%
DWA
58
Dorsey Wright & Associates
California
$2.45M 208,395 -5,304 -2%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$2.45M 208,397 +3,196 +2%
Fisher Asset Management
60
Fisher Asset Management
Washington
$2.44M 207,691 +49,082 +31%
LWAM
61
Legacy Wealth Asset Management
Minnesota
$2.43M 206,342 -748 -0.4%
Capital Fund Management (CFM)
62
Capital Fund Management (CFM)
France
$2.38M 202,410 +314 +0.2%
S
63
SignatureFD
Georgia
$2.36M 200,781 +12,283 +7%
Ameriprise
64
Ameriprise
Minnesota
$2.3M 195,538 -1,077 -0.5%
FFM
65
Forum Financial Management
Illinois
$2.27M 193,123 +4,310 +2%
BCM
66
BTC Capital Management
Iowa
$2.16M 183,885 +183,885 New
Mercer Global Advisors
67
Mercer Global Advisors
Colorado
$2.07M 175,823 +59,576 +51%
LNWWM
68
Laird Norton Wetherby Wealth Management
California
$2.07M 175,633 +4,032 +2%
Qube Research & Technologies (QRT)
69
Qube Research & Technologies (QRT)
United Kingdom
$2.06M 175,307 -364,858 -68%
VPIM
70
Vanguard Personalized Indexing Management
California
$2.06M 175,285 +42,772 +32%
RhumbLine Advisers
71
RhumbLine Advisers
Massachusetts
$1.98M 168,119 +6,106 +4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
72
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.98M 168,000 -16,000 -9%
AAM
73
Augustine Asset Management
Florida
$1.89M 160,957 -303 -0.2%
CAM
74
Cresset Asset Management
Illinois
$1.76M 149,255 +25,616 +21%
LMIM
75
Lockheed Martin Investment Management
Maryland
$1.71M 145,260 -18,790 -11%
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