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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

225 hedge funds and large institutions have $862M invested in Sumitomo Mitsui Financial in 2021 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 94 increasing their positions, 67 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
-4
Holders Change %
-1.75%
% of All Funds
3.93%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
22
Increased
94
Reduced
67
Closed
23
Calls
$298K
Puts
$1.13M
Net Calls
-$833K
Net Calls Change
-$5.61M

Top Buyers

1
WHG
1
Westwood Holdings Group
Texas
$18.2M
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$7.12M
3
Morgan Stanley
3
Morgan Stanley
New York
$58.8M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$36.5M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$4.35M

Top Sellers

1
LP
1
LMR Partners
United Kingdom
$6.12M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$36.1M
3
Northern Trust
3
Northern Trust
Illinois
$41.6M
4
Goldman Sachs
4
Goldman Sachs
New York
$41.9M
5
Citigroup
5
Citigroup
New York
$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
IRC
76
Investors Research Corp
Georgia
$495K – – –
BTW
77
Boston Trust Walden
Massachusetts
$494K +$41.3K +6,000 +9%
CGA
78
Crescent Grove Advisors
Illinois
$481K +$387K +55,906 +410%
Janney Montgomery Scott
79
Janney Montgomery Scott
Pennsylvania
$438K +$27.1K +3,941 +7%
VPIM
80
Vanguard Personalized Indexing Management
California
$408K -$140K -20,358 -26%
Allianz Asset Management
81
Allianz Asset Management
Germany
$406K -$205K -29,693 -34%
AAM
82
Advisors Asset Management
Colorado
$402K -$101K -14,679 -20%
DWT
83
Dorsey & Whitney Trust
South Dakota
$392K – – –
QI
84
Qtron Investments
Massachusetts
$390K -$134K -19,475 -26%
SI
85
Stephens Inc
Arkansas
$360K +$360K +52,266 New
VAS
86
Vestmark Advisory Solutions
Massachusetts
$355K +$4.45K +645 +1%
HF
87
HRT Financial
New York
$333K +$333K +48,402 New
Citadel Advisors
88
Citadel Advisors
Florida
$330K -$3.52M -510,465 -91%
KAS
89
Kestra Advisory Services
Texas
$329K +$1.28K +186 +0.4%
MML Investors Services
90
MML Investors Services
Massachusetts
$324K -$111K -16,036 -25%
AWM
91
Altium Wealth Management
New York
$319K -$71.8K -10,414 -18%
EVM
92
Eaton Vance Management
Massachusetts
$318K -$117K -17,084 -27%
FIA
93
FNY Investment Advisers
New York
$310K +$310K +45,000 New
LSAG
94
Lake Street Advisors Group
New Hampshire
$302K -$4.35K -614 -1%
CCP
95
Corient Capital Partners
California
$290K +$139K +20,133 +92%
PWPS
96
Pinnacle Wealth Planning Services
Ohio
$286K +$1.74K +252 +0.6%
MWM
97
Mission Wealth Management
California
$285K +$6.34K +920 +2%
PA
98
Parallel Advisors
California
$282K +$14.5K +2,100 +5%
EI
99
Ellevest Inc
New York
$280K +$176K +25,617 +170%
MIS
100
Morningstar Investment Services
Illinois
$278K +$57.1K +8,190 +26%
2 3
4
5 6