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Sumitomo Mitsui Financial

259 hedge funds and large institutions have $890M invested in Sumitomo Mitsui Financial in 2022 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 67 increasing their positions, 114 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+16
Holders Change %
+6.58%
% of All Funds
4.18%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
55
Increased
67
Reduced
114
Closed
33
Calls
$218K
Puts
Net Calls
+$218K
Net Calls Change
+$216K
Name Holding Trade Value Shares
Change
Shares
Change %
VCA
76
Verdence Capital Advisors
Maryland
$912K -$67.2K -8,384 -7%
Osaic Holdings
77
Osaic Holdings
Arizona
$896K -$96.1K -11,982 -10%
WHG
78
Westwood Holdings Group
Texas
$763K -$738 -92 -0.1%
EAM
79
Eagle Asset Management
Florida
$733K +$109K +13,432 +17%
JIC
80
Johnson Investment Counsel
Ohio
$729K -$1.59K -198 -0.2%
Janney Montgomery Scott
81
Janney Montgomery Scott
Pennsylvania
$729K +$68.1K +8,488 +10%
SIA
82
Schechter Investment Advisors
Michigan
$726K -$11.8K -1,472 -2%
MYIA
83
Mount Yale Investment Advisors
Colorado
$717K +$17.1K +2,134 +2%
GC
84
Guggenheim Capital
Illinois
$701K -$236K -29,437 -25%
QCM
85
Quantinno Capital Management
New York
$684K +$525K +65,500 +331%
AAM
86
Advisors Asset Management
Colorado
$684K -$233K -29,051 -25%
VCWA
87
Vanguard Capital Wealth Advisors
Colorado
$671K +$505K +62,924 +303%
JPMPWA
88
J.P. Morgan Private Wealth Advisors
California
$645K -$48.5K -6,046 -7%
Schroder Investment Management Group
89
Schroder Investment Management Group
United Kingdom
$627K
VPIM
90
Vanguard Personalized Indexing Management
California
$596K -$485K -60,414 -45%
NW
91
Naviter Wealth
Arkansas
$595K +$30.7K +3,528 +5%
PFO
92
Pathstone Family Office
New Jersey
$585K +$210K +44,339 +56%
MWM
93
Mission Wealth Management
California
$570K -$14.9K -1,852 -3%
IRC
94
Investors Research Corp
Georgia
$566K -$10.6K -1,325 -2%
MIS
95
Morningstar Investment Services
Illinois
$564K -$19.6K -2,394 -3%
GI
96
Gradient Investments
Minnesota
$560K -$25.5K -3,183 -4%
VT
97
Vise Technologies
New York
$551K -$65.5K -8,173 -11%
DWT
98
Dorsey & Whitney Trust
South Dakota
$526K -$87.2K -10,869 -14%
SFA
99
Sequoia Financial Advisors
Ohio
$488K +$81.4K +10,151 +20%
CP
100
Covenant Partners
Tennessee
$479K