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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

201 hedge funds and large institutions have $750M invested in Sumitomo Mitsui Financial in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 81 increasing their positions, 66 reducing their positions, and 41 closing their positions.

Holders
201
Holders Change
-21
Holders Change %
-9.46%
% of All Funds
4.07%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
23
Increased
81
Reduced
66
Closed
41
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
+$184K

Top Buyers

1
CGH
1
Crossmark Global Holdings
Texas
$10.5M
2
AG
2
Aperio Group
California
$44.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$40.9M
4
CIBC World Market
4
CIBC World Market
Ontario, Canada
$4.86M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$2.01M

Top Sellers

1
TAM
1
Todd Asset Management
Kentucky
$0
2
LP
2
LMR Partners
United Kingdom
$27.9M
3
TRSOTSOK
3
Teachers Retirement System of the State of Kentucky
Kentucky
$0
4
Lazard Asset Management
4
Lazard Asset Management
New York
$73.6M
5
US Bancorp
5
US Bancorp
Minnesota
$8.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
EI
101
Ethic Inc
New York
$196K +$61K +10,896 +45%
SRC
102
Sage Rhino Capital
California
$183K +$16.6K +2,960 +10%
PWPS
103
Pinnacle Wealth Planning Services
Ohio
$176K +$5.28K +942 +3%
MCIA
104
Mountain Capital Investment Advisors
Colorado
$171K +$171K +29,810 New
TPCW
105
TD Private Client Wealth
New York
$162K -$436K -77,928 -73%
JPMorgan Chase & Co
106
JPMorgan Chase & Co
New York
$161K +$21.6K +3,768 +15%
DTL
107
Dynamic Technology Lab
Singapore
$154K +$154K +27,629 New
JPMPWA
108
J.P. Morgan Private Wealth Advisors
California
$150K +$11.1K +1,977 +8%
CG
109
Caprock Group
Idaho
$140K +$10.3K +1,843 +8%
ECM
110
Evergreen Capital Management
Washington
$136K +$4.09K +730 +3%
PAG
111
Private Advisor Group
New Jersey
$135K -$1.17K -206 -0.9%
LC
112
Lindbrook Capital
California
$133K -$173 -31 -0.1%
ACA
113
Atlas Capital Advisors
Wyoming
$128K -$147K -26,270 -53%
HIA
114
Harbor Investment Advisory
Maryland
$128K – – –
Squarepoint
115
Squarepoint
New York
$127K +$127K +22,636 New
GC
116
Guggenheim Capital
Illinois
$118K +$118K +21,173 New
AssetMark Inc
117
AssetMark Inc
California
$116K +$13.1K +2,358 +13%
CB
118
Cadence Bank
Mississippi
$113K – – –
BF
119
BOK Financial
Oklahoma
$113K +$434 +77 +0.4%
OL
120
Optas LLC
Texas
$110K +$110K +19,738 New
PMA
121
Prudent Man Advisors
Illinois
$107K -$1.58K -283 -1%
PCG
122
Private Capital Group
Connecticut
$106K -$3.01K -540 -3%
CSS
123
Cubist Systematic Strategies
Connecticut
$105K -$32.1K -5,715 -23%
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
$99K +$20.1K +3,578 +25%
RCAG
125
Rehmann Capital Advisory Group
Michigan
$98.7K -$13.4K -2,395 -12%
3 4
5
6 7