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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

332 hedge funds and large institutions have $1.16B invested in Sumitomo Mitsui Financial in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 144 increasing their positions, 104 reducing their positions, and 32 closing their positions.

Holders
332
Holders Change
+9
Holders Change %
+2.79%
% of All Funds
4.8%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
43
Increased
144
Reduced
104
Closed
32
Calls
$44.7M
Puts
$115K
Net Calls
+$44.6M
Net Calls Change
-$3.06M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$206M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$63.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$17.3M
4
Bank of America
4
Bank of America
North Carolina
$20.8M
5
BIMC
5
Benson Investment Management Company
Virginia
$5.18M

Top Sellers

1
GAM
1
Groupama Asset Management
France
$0
2
CIM
2
Cowen Investment Management
New York
$0
3
Millennium Management
3
Millennium Management
New York
$212K
4
CAC
4
Cowen and Company
New York
$19.7M
5
Wells Fargo
5
Wells Fargo
California
$41.4M
Name Market Value Shares Shares
Change 		Shares
Change %
DWA
51
Dorsey Wright & Associates
California
$2.9M 229,558 +24,108 +12%
VPIM
52
Vanguard Personalized Indexing Management
California
$2.88M 228,366 +16,899 +8%
S
53
SignatureFD
Georgia
$2.69M 213,353 +3,197 +2%
Calamos Advisors
54
Calamos Advisors
Illinois
$2.67M 211,720 – –
GHAM
55
Gilman Hill Asset Management
Connecticut
$2.62M 207,371 +16,585 +9%
Ameriprise
56
Ameriprise
Minnesota
$2.54M 200,873 +7,158 +4%
Mercer Global Advisors
57
Mercer Global Advisors
Colorado
$2.49M 195,758 -6,175 -3%
Osaic Holdings
58
Osaic Holdings
Arizona
$2.44M 193,360 -8,541 -4%
FFM
59
Forum Financial Management
Illinois
$2.44M 193,123 – –
Federated Hermes
60
Federated Hermes
Pennsylvania
$2.41M 190,477 -6,768 -3%
Fisher Asset Management
61
Fisher Asset Management
Washington
$2.38M 188,540 +2,677 +1%
CAM
62
Cresset Asset Management
Illinois
$2.3M 181,946 -900 -0.5%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$2.3M 181,711 +5,858 +3%
LNWWM
64
Laird Norton Wetherby Wealth Management
California
$2.24M 176,972 -966 -0.5%
SEI Investments
65
SEI Investments
Pennsylvania
$2.19M 173,281 +48,225 +39%
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$2.16M 170,863 +4,845 +3%
BCM
67
BTC Capital Management
Iowa
$2.12M 167,776 +9,076 +6%
RWM
68
Ritholtz Wealth Management
New York
$2.11M 167,393 +7,780 +5%
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$2.03M 160,534 +26,013 +19%
Prudential Financial
70
Prudential Financial
New Jersey
$2.01M 159,336 +37,014 +30%
OMC
71
Old Mission Capital
Illinois
$2M 158,166 +106,784 +208%
Boston Partners
72
Boston Partners
Massachusetts
$1.88M 148,568 -95,985 -39%
PAS
73
Park Avenue Securities
New York
$1.76M 139,297 +13,614 +11%
NW
74
Naviter Wealth
Arkansas
$1.74M 138,145 -5,377 -4%
CG
75
Caprock Group
Idaho
$1.63M 128,843 -4,998 -4%
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