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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

265 hedge funds and large institutions have $873M invested in Sumitomo Mitsui Financial in 2023 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 97 increasing their positions, 101 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+6
Holders Change %
+2.32%
% of All Funds
4.24%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
39
Increased
97
Reduced
101
Closed
29
Calls
$1.16M
Puts
$277K
Net Calls
+$886K
Net Calls Change
+$668K

Top Buyers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$28.8M
2
SC
2
Samlyn Capital
New York
$20.1M
3
Goldman Sachs
3
Goldman Sachs
New York
$90.3M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$8.18M
5
UBS Group
5
UBS Group
Switzerland
$6.53M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$41.5M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$6.78M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Jane Street
4
Jane Street
New York
$7.01M
5
Morgan Stanley
5
Morgan Stanley
New York
$95.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Sanders Capital
76
Sanders Capital
Florida
$1.1M -$800 -100 -0.1%
Mercer Global Advisors
77
Mercer Global Advisors
Colorado
$1.1M -$197K -24,669 -15%
E
78
Ergoteles
New York
$1.05M +$1.05M +131,188 New
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
$1.01M +$696K +87,033 +225%
OAG
80
Orbis Allan Gray
Bermuda
$1M -$3.41M -425,929 -77%
QCM
81
Quantinno Capital Management
New York
$973K +$291K +36,342 +43%
Two Sigma Investments
82
Two Sigma Investments
New York
$945K +$945K +118,100 New
M&T Bank
83
M&T Bank
New York
$940K -$371K -46,303 -28%
Osaic Holdings
84
Osaic Holdings
Arizona
$936K +$41.5K +5,185 +5%
YCM
85
Yousif Capital Management
Michigan
$923K +$3.76K +470 +0.4%
JIC
86
Johnson Investment Counsel
Ohio
$901K +$174K +21,700 +24%
SIGI
87
Susquehanna International Group (Ireland)
Ireland
$874K +$874K +109,268 New
EAM
88
Eagle Asset Management
Florida
$831K +$106K +13,234 +15%
JPMPWA
89
J.P. Morgan Private Wealth Advisors
California
$815K +$171K +21,401 +27%
USCWA
90
U.S. Capital Wealth Advisors
Texas
$783K -$786K -98,285 -50%
Corient Private Wealth
91
Corient Private Wealth
Florida
$783K +$350K +43,730 +81%
WHG
92
Westwood Holdings Group
Texas
$762K +$720 +90 +0.1%
Schroder Investment Management Group
93
Schroder Investment Management Group
United Kingdom
$758K +$132K +16,549 +21%
BFM
94
Boothbay Fund Management
New York
$747K -$872K -109,000 -54%
GC
95
Guggenheim Capital
Illinois
$685K -$14.1K -1,763 -2%
AAM
96
Advisors Asset Management
Colorado
$658K -$24.2K -3,022 -4%
VPIM
97
Vanguard Personalized Indexing Management
California
$644K +$48.9K +6,106 +8%
VCA
98
Verdence Capital Advisors
Maryland
$634K -$276K -34,462 -30%
NW
99
Naviter Wealth
Arkansas
$617K +$69.8K +8,723 +13%
IAA
100
Independent Advisor Alliance
North Carolina
$597K +$597K +74,624 New
2 3
4
5 6