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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

306 hedge funds and large institutions have $1.04B invested in Sumitomo Mitsui Financial in 2023 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 99 increasing their positions, 103 reducing their positions, and 32 closing their positions.

Holders
306
Holders Change
+34
Holders Change %
+12.5%
% of All Funds
4.49%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
73
Increased
99
Reduced
103
Closed
32
Calls
$1.65M
Puts
$349K
Net Calls
+$1.3M
Net Calls Change
-$12.2M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$259M
2
Millennium Management
2
Millennium Management
New York
$31.2M
3
Jane Street
3
Jane Street
New York
$15.6M
4
OMC
4
Old Mission Capital
Illinois
$6.27M
5
GS
5
GTS Securities
New York
$5.12M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$813K
2
Natixis Advisors
2
Natixis Advisors
Massachusetts
$5.87M
3
Bank of America
3
Bank of America
North Carolina
$12.8M
4
CFM
4
Capricorn Fund Managers
United Kingdom
$0
5
Wells Fargo
5
Wells Fargo
California
$41.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
76
Aquatic Capital Management
Illinois
$1.22M +$1.01M +104,700 +496%
OAG
77
Orbis Allan Gray
Bermuda
$1.21M – – –
CAM
78
Cresset Asset Management
Illinois
$1.2M +$23.4K +2,418 +2%
YCM
79
Yousif Capital Management
Michigan
$1.14M +$73.9K +7,630 +7%
CWP
80
Capital Wealth Planning
Florida
$1.14M +$1.14M +117,331 New
PCM
81
Penserra Capital Management
California
$1.14M +$1.14M +117,331 New
Mercer Global Advisors
82
Mercer Global Advisors
Colorado
$1.13M -$245K -25,276 -18%
NW
83
Naviter Wealth
Arkansas
$1.12M +$226K +23,366 +25%
Two Sigma Investments
84
Two Sigma Investments
New York
$1.01M -$178K -18,400 -15%
RWM
85
Ritholtz Wealth Management
New York
$983K +$108K +11,186 +12%
JIC
86
Johnson Investment Counsel
Ohio
$949K +$18.2K +1,883 +2%
Point72 Asset Management
87
Point72 Asset Management
Connecticut
$948K +$948K +97,900 New
TAIM
88
Te Ahumairangi Investment Management
New Zealand
$937K -$542K -56,000 -37%
Corient Private Wealth
89
Corient Private Wealth
Florida
$887K -$84.1K -8,685 -9%
Osaic Holdings
90
Osaic Holdings
Arizona
$874K -$420K -43,342 -32%
UCFA
91
United Capital Financial Advisors
Texas
$869K +$869K +89,814 New
Citadel Advisors
92
Citadel Advisors
Florida
$864K -$1.46M -150,852 -63%
OPS
93
Orion Portfolio Solutions
Nebraska
$854K -$2.28M -229,043 -73%
BCI
94
Brinker Capital Investments
Pennsylvania
$854K -$2.28M -229,043 -73%
BNP Paribas Financial Markets
95
BNP Paribas Financial Markets
France
$829K +$264K +27,295 +47%
VA
96
Vident Advisory
Georgia
$813K +$52.6K +5,429 +7%
Lazard Asset Management
97
Lazard Asset Management
New York
$813K -$47.3M -4,892,183 -98%
AC
98
AXQ Capital
New Jersey
$803K +$803K +83,000 New
SFA
99
Sequoia Financial Advisors
Ohio
$803K +$116K +11,952 +17%
DWT
100
Dorsey & Whitney Trust
South Dakota
$793K +$6.07K +627 +0.8%
2 3
4
5 6