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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

222 hedge funds and large institutions have $769M invested in Sumitomo Mitsui Financial in 2020 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 73 increasing their positions, 86 reducing their positions, and 32 closing their positions.

Holders
222
Holders Change
+3
Holders Change %
+1.37%
% of All Funds
4.56%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
37
Increased
73
Reduced
86
Closed
32
Calls
$3K
Puts
$183K
Net Calls
-$180K
Net Calls Change
-$58K

Top Buyers

1
NMC
1
Nine Masts Capital
Hong Kong
$26.5M
2
AG
2
Aperio Group
California
$41.1M
3
Citigroup
3
Citigroup
New York
$18M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$14.3M
5
PPA
5
Parametric Portfolio Associates
Washington
$51.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$30M
2
LP
2
LMR Partners
United Kingdom
$36.4M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$1.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$44.8M
5
CS
5
Credit Suisse
Switzerland
$1.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
76
Altium Wealth Management
New York
$443K +$153K +27,117 +53%
IRC
77
Investors Research Corp
Georgia
$442K – – –
CAM
78
Cresset Asset Management
Illinois
$419K -$253K -42,575 -38%
JIC
79
Johnson Investment Counsel
Ohio
$383K – – –
EVM
80
Eaton Vance Management
Massachusetts
$346K +$251K +44,644 +265%
M&T Bank
81
M&T Bank
New York
$344K +$45K +8,007 +15%
MML Investors Services
82
MML Investors Services
Massachusetts
$343K -$27.1K -4,819 -7%
DWT
83
Dorsey & Whitney Trust
South Dakota
$338K +$115K +20,407 +51%
EAM
84
Eagle Asset Management
Florida
$336K -$7.75K -1,370 -2%
EDRH
85
Edmond de Rothschild Holding
Switzerland
$323K – – –
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$307K +$9.21K +1,642 +3%
VPIM
87
Vanguard Personalized Indexing Management
California
$305K -$854K -151,648 -74%
DIM
88
DC Investments Management
Virginia
$291K -$96.1K -17,084 -25%
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$288K +$60.4K +10,889 +27%
ACA
90
Atlas Capital Advisors
Wyoming
$277K – – –
VAS
91
Vestmark Advisory Solutions
Massachusetts
$273K +$94.2K +16,731 +53%
CCP
92
Corient Capital Partners
California
$269K +$75.9K +13,528 +39%
MIS
93
Morningstar Investment Services
Illinois
$268K -$14.8K -2,611 -5%
VF
94
Virtu Financial
New York
$266K +$266K +47,295 New
BOPW
95
Brandywine Oak Private Wealth
Pennsylvania
$243K +$57.2K +10,208 +31%
SW
96
SVB Wealth
Massachusetts
$233K +$121K +21,589 +108%
RWM
97
Ritholtz Wealth Management
New York
$232K +$154K +27,308 +196%
CCA
98
Checchi Capital Advisers
California
$229K -$1.27K -225 -0.5%
PAS
99
Park Avenue Securities
New York
$222K +$18.4K +3,283 +9%
RJT
100
Raymond James Trust
Florida
$215K +$19.1K +3,389 +10%
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4
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