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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

272 hedge funds and large institutions have $985M invested in Sumitomo Mitsui Financial in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 107 increasing their positions, 97 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
+7
Holders Change %
+2.64%
% of All Funds
4.34%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
30
Increased
107
Reduced
97
Closed
22
Calls
$13.6M
Puts
$140K
Net Calls
+$13.5M
Net Calls Change
+$12.5M

Top Buyers

1
CFM
1
Capricorn Fund Managers
United Kingdom
$9.07M
2
XC
2
XY Capital
Hong Kong
$6.68M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$68.6M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$7.78M
5
AHC
5
Anderson Hoagland & Co
Missouri
$8.16M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$49M
2
CAC
2
Cowen and Company
New York
$0
3
Marshall Wace
3
Marshall Wace
United Kingdom
$139K
4
Jane Street
4
Jane Street
New York
$2.26M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
Capital Fund Management (CFM)
76
Capital Fund Management (CFM)
France
$1.48M +$1.48M +150,110 New
Walleye Trading
77
Walleye Trading
New York
$1.41M +$1.41M +143,087 New
Mercer Global Advisors
78
Mercer Global Advisors
Colorado
$1.39M +$57.2K +5,804 +4%
Sanders Capital
79
Sanders Capital
Florida
$1.38M +$23.6K +2,400 +2%
Osaic Holdings
80
Osaic Holdings
Arizona
$1.32M +$133K +13,458 +11%
FTUS
81
Flow Traders U.S.
New York
$1.25M +$1.25M +127,135 New
OAG
82
Orbis Allan Gray
Bermuda
$1.23M – – –
Massachusetts Financial Services
83
Massachusetts Financial Services
Massachusetts
$1.22M +$159K +16,141 +15%
Two Sigma Investments
84
Two Sigma Investments
New York
$1.21M -$500K -50,800 -29%
CAM
85
Cresset Asset Management
Illinois
$1.19M +$225K +22,795 +23%
M&T Bank
86
M&T Bank
New York
$1.17M +$42.6K +4,324 +4%
VPIM
87
Vanguard Personalized Indexing Management
California
$1.14M +$179K +18,161 +19%
YCM
88
Yousif Capital Management
Michigan
$1.09M -$55.9K -5,670 -5%
WHG
89
Westwood Holdings Group
Texas
$1.01M – – –
Corient Private Wealth
90
Corient Private Wealth
Florida
$983K +$4.8K +490 +0.5%
JIC
91
Johnson Investment Counsel
Ohio
$947K +$1.19K +121 +0.1%
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$931K +$545K +55,286 +141%
NW
93
Naviter Wealth
Arkansas
$909K +$45.9K +4,658 +5%
RWM
94
Ritholtz Wealth Management
New York
$890K +$250K +25,374 +39%
MIS
95
Morningstar Investment Services
Illinois
$827K +$44K +4,362 +6%
DWT
96
Dorsey & Whitney Trust
South Dakota
$801K +$22.6K +2,299 +3%
EAM
97
Eagle Asset Management
Florida
$777K -$21.4K -2,170 -3%
VA
98
Vident Advisory
Georgia
$774K +$774K +78,584 New
OAM
99
Oppenheimer Asset Management
New York
$772K -$643K -65,306 -45%
MYIA
100
Mount Yale Investment Advisors
Colorado
$753K +$22.8K +2,312 +3%
2 3
4
5 6