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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

265 hedge funds and large institutions have $937M invested in Sumitomo Mitsui Financial in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 120 increasing their positions, 77 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
–
Holders Change %
0%
% of All Funds
4.18%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
28
Increased
120
Reduced
77
Closed
28
Calls
$1.15M
Puts
$136K
Net Calls
+$1.02M
Net Calls Change
+$132K

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$64.6M
2
Natixis Advisors
2
Natixis Advisors
Massachusetts
$18.4M
3
Citadel Advisors
3
Citadel Advisors
Florida
$9.15M
4
Invesco
4
Invesco
Georgia
$33.3M
5
Goldman Sachs
5
Goldman Sachs
New York
$102M

Top Sellers

1
SC
1
Samlyn Capital
New York
$0
2
Marshall Wace
2
Marshall Wace
United Kingdom
$11.1M
3
CIM
3
Cowen Investment Management
New York
$38.3M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$3.76M
5
XC
5
XY Capital
Hong Kong
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TAIM
76
Te Ahumairangi Investment Management
New Zealand
$1.31M -$1.14M -132,000 -46%
OAM
77
Oppenheimer Asset Management
New York
$1.24M -$34.8K -4,048 -3%
QCM
78
Quantinno Capital Management
New York
$1.21M +$165K +19,186 +16%
Sanders Capital
79
Sanders Capital
Florida
$1.19M – – –
Mercer Global Advisors
80
Mercer Global Advisors
Colorado
$1.17M -$16.2K -1,887 -1%
OAG
81
Orbis Allan Gray
Bermuda
$1.08M – – –
Osaic Holdings
82
Osaic Holdings
Arizona
$1.03M +$27.7K +3,224 +3%
BHPW
83
Beverly Hills Private Wealth
California
$1.01M +$548K +59,843 +118%
YCM
84
Yousif Capital Management
Michigan
$997K +$5.63K +655 +0.6%
M&T Bank
85
M&T Bank
New York
$986K -$23.9K -2,781 -2%
Massachusetts Financial Services
86
Massachusetts Financial Services
Massachusetts
$931K +$931K +108,204 New
WHG
87
Westwood Holdings Group
Texas
$884K +$64.7K +7,518 +8%
CAM
88
Cresset Asset Management
Illinois
$859K +$859K +98,426 New
Corient Private Wealth
89
Corient Private Wealth
Florida
$852K +$17.4K +2,044 +2%
VPIM
90
Vanguard Personalized Indexing Management
California
$836K +$144K +16,772 +21%
JIC
91
Johnson Investment Counsel
Ohio
$826K -$143K -16,600 -15%
Schroder Investment Management Group
92
Schroder Investment Management Group
United Kingdom
$818K +$3.27K +380 +0.4%
GC
93
Guggenheim Capital
Illinois
$805K +$69.2K +8,044 +9%
CW
94
Connectus Wealth
Ohio
$783K +$783K +91,101 New
NW
95
Naviter Wealth
Arkansas
$754K +$90.5K +10,521 +14%
JPMPWA
96
J.P. Morgan Private Wealth Advisors
California
$752K -$124K -14,380 -14%
Charles Schwab
97
Charles Schwab
California
$747K +$392K +45,534 +110%
Squarepoint
98
Squarepoint
New York
$721K -$1.13M -131,084 -61%
EAM
99
Eagle Asset Management
Florida
$697K -$197K -22,858 -22%
NA
100
NewEdge Advisors
Louisiana
$686K +$686K +79,804 New
2 3
4
5 6