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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

323 hedge funds and large institutions have $1.58B invested in Sumitomo Mitsui Financial in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 138 increasing their positions, 103 reducing their positions, and 26 closing their positions.

Holders
323
Holders Change
+13
Holders Change %
+4.19%
% of All Funds
4.7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
42
Increased
138
Reduced
103
Closed
26
Calls
$47.8M
Puts
$89K
Net Calls
+$47.7M
Net Calls Change
+$47.7M

Top Buyers

1
GAM
1
Groupama Asset Management
France
$301M
2
Morgan Stanley
2
Morgan Stanley
New York
$181M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$8.26M
4
Goldman Sachs
4
Goldman Sachs
New York
$152M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$5.37M

Top Sellers

1
Invesco
1
Invesco
Georgia
$16.9M
2
B
2
Bailard
California
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.61M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$1.78M
5
Millennium Management
5
Millennium Management
New York
$39.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$1.8M 134,521 +18,342 +16%
CG
77
Caprock Group
Idaho
$1.8M 133,841 +85,204 +175%
D.E. Shaw & Co
78
D.E. Shaw & Co
New York
$1.78M 132,614 -261,730 -66%
PAS
79
Park Avenue Securities
New York
$1.69M 125,683 +14,076 +13%
SEI Investments
80
SEI Investments
Pennsylvania
$1.68M 125,056 +5,056 +4%
Prudential Financial
81
Prudential Financial
New Jersey
$1.64M 122,322 +25,704 +27%
AQR Capital Management
82
AQR Capital Management
Connecticut
$1.5M 111,665 +28,545 +34%
XC
83
XY Capital
Hong Kong
$1.5M 111,495 +111,495 New
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$1.49M 110,963 -138,833 -56%
YCM
85
Yousif Capital Management
Michigan
$1.41M 105,481 -10,095 -9%
PHS
86
Pekin Hardy Strauss
Illinois
$1.22M 91,100 +91,100 New
Corient Private Wealth
87
Corient Private Wealth
Florida
$1.21M 90,021 -1,310 -1%
OPS
88
Orion Portfolio Solutions
Nebraska
$1.2M 89,572 +878 +1%
BCI
89
Brinker Capital Investments
Pennsylvania
$1.2M 89,572 +878 +1%
VA
90
Vident Advisory
Georgia
$1.19M 88,546 +88,546 New
SFA
91
Sequoia Financial Advisors
Ohio
$1.17M 86,932 +120 +0.1%
UCFA
92
United Capital Financial Advisors
Texas
$1.12M 83,720 +2,348 +3%
ASN
93
Advisory Services Network
Georgia
$1.11M 82,486 +82,486 New
MIS
94
Morningstar Investment Services
Illinois
$1.08M 82,665 -955 -1%
JIC
95
Johnson Investment Counsel
Ohio
$1.07M 80,146 -9,750 -11%
TAIM
96
Te Ahumairangi Investment Management
New Zealand
$1.07M 79,477 -17,300 -18%
MYIA
97
Mount Yale Investment Advisors
Colorado
$1.06M 79,386 +1,098 +1%
LPL Financial
98
LPL Financial
California
$1.04M 77,544 +1,400 +2%
DWT
99
Dorsey & Whitney Trust
South Dakota
$973K 72,535 -9,354 -11%
AI
100
Atria Investments
North Carolina
$949K 70,784 +70,784 New
2 3
4
5 6