SMFG icon

Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

346 hedge funds and large institutions have $1.49B invested in Sumitomo Mitsui Financial in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 149 increasing their positions, 100 reducing their positions, and 28 closing their positions.

Holders
346
Holders Change
+14
Holders Change %
+4.22%
% of All Funds
4.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
48
Increased
149
Reduced
100
Closed
28
Calls
$50.6M
Puts
$395K
Net Calls
+$50.2M
Net Calls Change
+$5.56M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$343M
2
Northern Trust
2
Northern Trust
Illinois
$72.9M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$92.5M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$121M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$10.8M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$5.93M
2
Wells Fargo
2
Wells Fargo
California
$30.2M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$14.7M
4
Invesco
4
Invesco
Georgia
$14.7M
5
CIBC Asset Management
5
CIBC Asset Management
Ontario, Canada
$2.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFO
76
Callan Family Office
Pennsylvania
$1.97M +$1.97M +136,063 New
CG
77
Caprock Group
Idaho
$1.89M +$27.9K +1,927 +1%
LMIM
78
Lockheed Martin Investment Management
Maryland
$1.84M – – –
VT
79
Vise Technologies
New York
$1.74M +$734K +50,650 +73%
Raymond James Financial
80
Raymond James Financial
Florida
$1.59M +$1.59M +109,419 New
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$1.49M -$54.2K -3,739 -3%
YCM
82
Yousif Capital Management
Michigan
$1.46M – – –
OPS
83
Orion Portfolio Solutions
Nebraska
$1.46M +$173K +11,952 +13%
BCI
84
Brinker Capital Investments
Pennsylvania
$1.46M +$173K +11,952 +13%
PHS
85
Pekin Hardy Strauss
Illinois
$1.44M -$21.7K -1,500 -1%
PS
86
Principal Securities
Iowa
$1.39M +$236K +16,316 +20%
Millennium Management
87
Millennium Management
New York
$1.37M +$1.12M +77,507 +461%
VA
88
Vident Advisory
Georgia
$1.32M -$77.4K -5,342 -6%
Corient Private Wealth
89
Corient Private Wealth
Florida
$1.31M -$29.5K -2,039 -2%
UCFA
90
United Capital Financial Advisors
Texas
$1.26M +$14.5K +1,000 +1%
SFA
91
Sequoia Financial Advisors
Ohio
$1.23M +$30K +2,069 +2%
MML Investors Services
92
MML Investors Services
Massachusetts
$1.22M +$232K +16,030 +24%
TC
93
TownSquare Capital
Utah
$1.2M +$51.2K +3,531 +4%
DWT
94
Dorsey & Whitney Trust
South Dakota
$1.1M +$4K +276 +0.4%
JIC
95
Johnson Investment Counsel
Ohio
$1.08M – – –
AFG
96
Atomi Financial Group
New York
$1.04M +$129K +8,920 +14%
QCG
97
Quadrant Capital Group
Ohio
$1.03M -$17.4K -1,204 -2%
ECM
98
Evergreen Capital Management
Washington
$1M +$183K +12,615 +22%
IRC
99
Investors Research Corp
Georgia
$998K -$9.78K -675 -1%
ACM
100
Aquatic Capital Management
Illinois
$953K -$61.7K -4,256 -6%
2 3
4
5 6