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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

235 hedge funds and large institutions have $800M invested in Sumitomo Mitsui Financial in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 108 increasing their positions, 54 reducing their positions, and 21 closing their positions.

Holders
235
Holders Change
+10
Holders Change %
+4.44%
% of All Funds
4.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
33
Increased
108
Reduced
54
Closed
21
Calls
$43K
Puts
$1.14M
Net Calls
-$1.09M
Net Calls Change
-$260K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$55.1M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$7.97M
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.54M
4
OSAM
4
O'Shaughnessy Asset Management
Connecticut
$6.56M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$6.44M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$30.9M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$30.1M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$30.9M
4
LP
4
LMR Partners
United Kingdom
$0
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$144K
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
76
Private Advisor Group
New Jersey
$514K +$292K +41,765 +132%
IRC
77
Investors Research Corp
Georgia
$504K – – –
BTW
78
Boston Trust Walden
Massachusetts
$503K – – –
SI
79
Stephens Inc
Arkansas
$492K +$125K +17,857 +34%
CGA
80
Crescent Grove Advisors
Illinois
$491K +$3.3K +470 +0.7%
SSA
81
Schonfeld Strategic Advisors
New York
$491K +$491K +70,039 New
QI
82
Qtron Investments
Massachusetts
$477K +$81.1K +11,578 +20%
FTDI
83
First Trust Direct Indexing
Massachusetts
$467K -$130K -18,515 -22%
VPIM
84
Vanguard Personalized Indexing Management
California
$462K +$46.6K +6,650 +11%
Janney Montgomery Scott
85
Janney Montgomery Scott
Pennsylvania
$460K +$14.5K +2,066 +3%
MYIA
86
Mount Yale Investment Advisors
Colorado
$441K +$441K +62,913 New
Allianz Asset Management
87
Allianz Asset Management
Germany
$413K – – –
DWT
88
Dorsey & Whitney Trust
South Dakota
$402K +$2.67K +381 +0.7%
VAS
89
Vestmark Advisory Solutions
Massachusetts
$378K +$17.5K +2,495 +5%
KAS
90
Kestra Advisory Services
Texas
$367K +$32.1K +4,580 +10%
MML Investors Services
91
MML Investors Services
Massachusetts
$361K +$31.6K +4,513 +10%
CCP
92
Corient Capital Partners
California
$354K +$59.1K +8,415 +20%
MIS
93
Morningstar Investment Services
Illinois
$352K +$62.8K +8,664 +22%
Creative Planning
94
Creative Planning
Kansas
$328K +$148K +21,187 +83%
AWM
95
Altium Wealth Management
New York
$321K -$3.64K -519 -1%
JPMPWA
96
J.P. Morgan Private Wealth Advisors
California
$315K +$54.2K +7,737 +21%
PA
97
Parallel Advisors
California
$304K +$16.8K +2,396 +6%
QCG
98
Quadrant Capital Group
Ohio
$296K +$54.9K +7,838 +23%
PWPS
99
Pinnacle Wealth Planning Services
Ohio
$292K +$1.72K +246 +0.6%
MWM
100
Mission Wealth Management
California
$286K -$4.25K -605 -1%
2 3
4
5 6