SMFG icon

Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

225 hedge funds and large institutions have $862M invested in Sumitomo Mitsui Financial in 2021 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 94 increasing their positions, 67 reducing their positions, and 23 closing their positions.

Holders
225
Holders Change
-4
Holders Change %
-1.75%
% of All Funds
3.93%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
22
Increased
94
Reduced
67
Closed
23
Calls
$298K
Puts
$1.13M
Net Calls
-$833K
Net Calls Change
-$5.61M

Top Buyers

1
WHG
1
Westwood Holdings Group
Texas
$18.2M
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$7.12M
3
Morgan Stanley
3
Morgan Stanley
New York
$58.8M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$36.5M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$4.35M

Top Sellers

1
LP
1
LMR Partners
United Kingdom
$6.12M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$36.1M
3
Northern Trust
3
Northern Trust
Illinois
$41.6M
4
Goldman Sachs
4
Goldman Sachs
New York
$41.9M
5
Citigroup
5
Citigroup
New York
$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
101
Checchi Capital Advisers
California
$266K -$9.41K -1,367 -3%
JPMPWA
102
J.P. Morgan Private Wealth Advisors
California
$257K +$69.3K +10,042 +37%
PAS
103
Park Avenue Securities
New York
$245K -$6.78K -982 -3%
SRC
104
Sage Rhino Capital
California
$243K +$11.1K +1,616 +5%
QCG
105
Quadrant Capital Group
Ohio
$237K -$12.4K -1,808 -5%
SFI
106
Susquehanna Fundamental Investments
Pennsylvania
$228K -$86.9K -12,603 -28%
Commonwealth Equity Services
107
Commonwealth Equity Services
Massachusetts
$223K +$130K +18,886 +139%
Fisher Asset Management
108
Fisher Asset Management
Washington
$222K -$6.92K -1,006 -3%
RJT
109
Raymond James Trust
Florida
$220K -$37.4K -5,428 -15%
PAG
110
Private Advisor Group
New Jersey
$219K +$1.3K +188 +0.6%
RCM
111
RNC Capital Management
California
$219K +$71.3K +10,375 +48%
CM
112
Caption Management
Oklahoma
$206K +$206K +30,000 New
ECM
113
Evergreen Capital Management
Washington
$198K +$36.6K +5,310 +23%
JPMorgan Chase & Co
114
JPMorgan Chase & Co
New York
$194K +$16.3K +2,363 +9%
ECM
115
ExodusPoint Capital Management
New York
$191K -$386K -55,932 -67%
CQS
116
Credential Qtrade Securities
$185K +$49.4K +7,170 +36%
WFI
117
West Family Investments
California
$182K +$182K +26,405 New
Creative Planning
118
Creative Planning
Kansas
$177K -$125K -18,056 -41%
Chevy Chase Trust
119
Chevy Chase Trust
Maryland
$177K -$3K -435 -2%
PP
120
PDS Planning
Ohio
$163K +$40.2K +5,845 +33%
HighTower Advisors
121
HighTower Advisors
Illinois
$162K +$29K +4,262 +22%
LC
122
Lindbrook Capital
California
$160K -$1.14K -165 -0.7%
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
$159K +$14.8K +2,146 +10%
HIA
124
Harbor Investment Advisory
Maryland
$158K – – –
KPW
125
Kore Private Wealth
New York
$154K +$154K +22,367 New
3 4
5
6 7