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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

332 hedge funds and large institutions have $1.16B invested in Sumitomo Mitsui Financial in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 144 increasing their positions, 104 reducing their positions, and 32 closing their positions.

Holders
332
Holders Change
+9
Holders Change %
+2.79%
% of All Funds
4.8%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
43
Increased
144
Reduced
104
Closed
32
Calls
$44.7M
Puts
$115K
Net Calls
+$44.6M
Net Calls Change
-$3.06M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$206M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$63.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$17.3M
4
Bank of America
4
Bank of America
North Carolina
$20.8M
5
BIMC
5
Benson Investment Management Company
Virginia
$5.18M

Top Sellers

1
GAM
1
Groupama Asset Management
France
$0
2
CIM
2
Cowen Investment Management
New York
$0
3
Millennium Management
3
Millennium Management
New York
$212K
4
CAC
4
Cowen and Company
New York
$19.7M
5
Wells Fargo
5
Wells Fargo
California
$41.4M
Name Market Value Shares Shares
Change 		Shares
Change %
AQR Capital Management
76
AQR Capital Management
Connecticut
$1.62M 127,992 +16,327 +15%
LMIM
77
Lockheed Martin Investment Management
Maryland
$1.6M 127,040 -9,010 -7%
CWP
78
Capital Wealth Planning
Florida
$1.43M 113,341 -207,126 -65%
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$1.3M 106,830 -4,133 -4%
YCM
80
Yousif Capital Management
Michigan
$1.28M 101,090 -4,391 -4%
PHS
81
Pekin Hardy Strauss
Illinois
$1.27M 100,600 +9,500 +10%
VA
82
Vident Advisory
Georgia
$1.22M 96,553 +8,007 +9%
Corient Private Wealth
83
Corient Private Wealth
Florida
$1.16M 92,220 +2,199 +2%
XC
84
XY Capital
Hong Kong
$1.16M 92,052 -19,443 -17%
LPL Financial
85
LPL Financial
California
$1.12M 89,058 +11,514 +15%
BCI
86
Brinker Capital Investments
Pennsylvania
$1.12M 88,933 -639 -0.7%
OPS
87
Orion Portfolio Solutions
Nebraska
$1.12M 88,933 -639 -0.7%
ASN
88
Advisory Services Network
Georgia
$1.11M 82,486 – –
TAIM
89
Te Ahumairangi Investment Management
New Zealand
$1.09M 86,951 +7,474 +9%
UCFA
90
United Capital Financial Advisors
Texas
$1.08M 85,733 +2,013 +2%
SFA
91
Sequoia Financial Advisors
Ohio
$1.05M 83,051 -3,881 -4%
Russell Investments Group
92
Russell Investments Group
United Kingdom
$1.03M 81,794 +44,912 +122%
MIS
93
Morningstar Investment Services
Illinois
$1.03M 84,609 +1,944 +2%
MYIA
94
Mount Yale Investment Advisors
Colorado
$1.02M 80,612 +1,226 +2%
PS
95
Principal Securities
Iowa
$1.01M 79,860 +19,519 +32%
TC
96
TownSquare Capital
Utah
$997K 78,954 +22,816 +41%
DWT
97
Dorsey & Whitney Trust
South Dakota
$960K 75,981 +3,446 +5%
JIC
98
Johnson Investment Counsel
Ohio
$942K 74,546 -5,600 -7%
P
99
&Partners
Tennessee
$925K 73,299 +42,689 +139%
QCG
100
Quadrant Capital Group
Ohio
$916K 72,497 +5,503 +8%
2 3
4
5 6