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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

346 hedge funds and large institutions have $1.49B invested in Sumitomo Mitsui Financial in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 149 increasing their positions, 100 reducing their positions, and 28 closing their positions.

Holders
346
Holders Change
+14
Holders Change %
+4.22%
% of All Funds
4.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
48
Increased
149
Reduced
100
Closed
28
Calls
$50.6M
Puts
$395K
Net Calls
+$50.2M
Net Calls Change
+$5.56M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$343M
2
Northern Trust
2
Northern Trust
Illinois
$72.9M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$92.5M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$121M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$10.8M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$5.93M
2
Wells Fargo
2
Wells Fargo
California
$30.2M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$14.7M
4
Invesco
4
Invesco
Georgia
$14.7M
5
CIBC Asset Management
5
CIBC Asset Management
Ontario, Canada
$2.23M
Name Market Value Shares Shares
Change 		Shares
Change %
William Blair Investment Management
51
William Blair Investment Management
Illinois
$3.26M 225,195 -16,234 -7%
VPIM
52
Vanguard Personalized Indexing Management
California
$3.26M 224,956 -3,410 -1%
FFM
53
Forum Financial Management
Illinois
$3.22M 222,120 +28,997 +15%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$3.21M 221,322 +60,788 +38%
S
55
SignatureFD
Georgia
$3.2M 221,164 +7,811 +4%
Calamos Advisors
56
Calamos Advisors
Illinois
$3.07M 211,720 – –
GHAM
57
Gilman Hill Asset Management
Connecticut
$3.02M 208,594 +1,223 +0.6%
Ameriprise
58
Ameriprise
Minnesota
$2.83M 195,436 -5,437 -3%
PAS
59
Park Avenue Securities
New York
$2.75M 190,094 +50,797 +36%
Mercer Global Advisors
60
Mercer Global Advisors
Colorado
$2.69M 185,418 -10,340 -5%
Fisher Asset Management
61
Fisher Asset Management
Washington
$2.66M 183,829 -4,711 -2%
Federated Hermes
62
Federated Hermes
Pennsylvania
$2.63M 181,591 -8,886 -5%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$2.59M 178,404 -3,307 -2%
DWA
64
Dorsey Wright & Associates
California
$2.58M 178,245 -51,313 -22%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$2.45M 168,901 -1,962 -1%
SEI Investments
66
SEI Investments
Pennsylvania
$2.37M 163,429 -9,852 -6%
LNWWM
67
Laird Norton Wetherby Wealth Management
California
$2.34M 161,470 -15,502 -9%
RWM
68
Ritholtz Wealth Management
New York
$2.26M 155,843 -11,550 -7%
CIBC Asset Management
69
CIBC Asset Management
Ontario, Canada
$2.23M 157,225 -328,117 -68%
CWP
70
Capital Wealth Planning
Florida
$2.22M 153,472 +40,131 +35%
BCM
71
BTC Capital Management
Iowa
$2.2M 152,646 -15,130 -9%
NW
72
Naviter Wealth
Arkansas
$2.07M 142,816 +4,671 +3%
AQR Capital Management
73
AQR Capital Management
Connecticut
$2.04M 140,727 +12,735 +10%
Massachusetts Financial Services
74
Massachusetts Financial Services
Massachusetts
$2.01M 138,680 +138,680 New
P
75
&Partners
Tennessee
$1.98M 136,244 +62,945 +86%
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