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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

201 hedge funds and large institutions have $750M invested in Sumitomo Mitsui Financial in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 81 increasing their positions, 66 reducing their positions, and 41 closing their positions.

Holders
201
Holders Change
-21
Holders Change %
-9.46%
% of All Funds
4.07%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
23
Increased
81
Reduced
66
Closed
41
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
+$184K

Top Buyers

1
CGH
1
Crossmark Global Holdings
Texas
$10.5M
2
AG
2
Aperio Group
California
$44.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$40.9M
4
CIBC World Market
4
CIBC World Market
Ontario, Canada
$4.86M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$2.01M

Top Sellers

1
TAM
1
Todd Asset Management
Kentucky
$0
2
LP
2
LMR Partners
United Kingdom
$27.9M
3
TRSOTSOK
3
Teachers Retirement System of the State of Kentucky
Kentucky
$0
4
Lazard Asset Management
4
Lazard Asset Management
New York
$73.6M
5
US Bancorp
5
US Bancorp
Minnesota
$8.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
Pacer Advisors
76
Pacer Advisors
Pennsylvania
$391K +$391K +70,019 New
M&T Bank
77
M&T Bank
New York
$376K +$33.6K +5,994 +10%
SW
78
SVB Wealth
Massachusetts
$375K +$143K +25,569 +62%
EVM
79
Eaton Vance Management
Massachusetts
$355K +$11.4K +2,036 +3%
DWT
80
Dorsey & Whitney Trust
South Dakota
$349K +$12.4K +2,212 +4%
EAM
81
Eagle Asset Management
Florida
$327K -$13.2K -2,299 -4%
MML Investors Services
82
MML Investors Services
Massachusetts
$326K -$14.8K -2,652 -4%
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$312K +$6.58K +1,179 +2%
VAS
84
Vestmark Advisory Solutions
Massachusetts
$273K +$2.21K +396 +0.8%
CCP
85
Corient Capital Partners
California
$269K +$889 +159 +0.3%
MIS
86
Morningstar Investment Services
Illinois
$266K -$5.91K -1,031 -2%
OMC
87
Old Mission Capital
Illinois
$263K -$570K -101,747 -68%
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$261K -$34.1K -6,009 -12%
RWM
89
Ritholtz Wealth Management
New York
$260K +$29.6K +5,288 +13%
QCG
90
Quadrant Capital Group
Ohio
$246K +$58.2K +10,391 +31%
Creative Planning
91
Creative Planning
Kansas
$243K +$140K +25,033 +136%
TSS
92
Two Sigma Securities
New York
$236K +$236K +42,255 New
RhumbLine Advisers
93
RhumbLine Advisers
Massachusetts
$234K +$25.1K +4,480 +12%
LSAG
94
Lake Street Advisors Group
New Hampshire
$225K +$39.1K +7,001 +21%
DIM
95
DC Investments Management
Virginia
$215K -$74.3K -13,290 -26%
RJT
96
Raymond James Trust
Florida
$212K -$641 -115 -0.3%
BTW
97
Boston Trust Walden
Massachusetts
$207K – – –
CCA
98
Checchi Capital Advisers
California
$203K -$24K -4,311 -11%
PAS
99
Park Avenue Securities
New York
$203K -$18K -3,224 -8%
PA
100
Parallel Advisors
California
$200K +$27.5K +4,921 +16%
2 3
4
5 6