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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

241 hedge funds and large institutions have $831M invested in Sumitomo Mitsui Financial in 2021 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 82 increasing their positions, 83 reducing their positions, and 40 closing their positions.

Holders
241
Holders Change
+6
Holders Change %
+2.55%
% of All Funds
3.72%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
48
Increased
82
Reduced
83
Closed
40
Calls
$5K
Puts
$407K
Net Calls
-$402K
Net Calls Change
+$691K

Top Buyers

1
LP
1
LMR Partners
United Kingdom
$18.8M
2
Goldman Sachs
2
Goldman Sachs
New York
$64.2M
3
Citigroup
3
Citigroup
New York
$15.8M
4
CM
4
Castleark Management
Illinois
$7.1M
5
Jane Street
5
Jane Street
New York
$6.63M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$60.8M
2
Bank of America
2
Bank of America
North Carolina
$20.3M
3
CGH
3
Crossmark Global Holdings
Texas
$3.21M
4
Wells Fargo
4
Wells Fargo
California
$32.1M
5
Natixis Advisors
5
Natixis Advisors
Massachusetts
$3.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
101
Creative Planning
Kansas
$325K +$6.75K +993 +2%
PA
102
Parallel Advisors
California
$320K +$25.2K +3,699 +9%
QCG
103
Quadrant Capital Group
Ohio
$315K +$27.8K +4,100 +10%
New York State Common Retirement Fund
104
New York State Common Retirement Fund
New York
$315K +$94.4K +13,916 +43%
MWM
105
Mission Wealth Management
California
$309K +$32.4K +4,781 +12%
EVM
106
Eaton Vance Management
Massachusetts
$304K +$1.24K +182 +0.4%
SW
107
SVB Wealth
Massachusetts
$298K -$1.76M -259,991 -86%
Mariner
108
Mariner
Kansas
$296K +$90.3K +13,310 +44%
MG
109
Mather Group
Illinois
$288K +$288K +42,397 New
PAS
110
Park Avenue Securities
New York
$283K +$29.9K +4,403 +12%
PWPS
111
Pinnacle Wealth Planning Services
Ohio
$279K -$3.81K -562 -1%
VAS
112
Vestmark Advisory Solutions
Massachusetts
$276K -$91K -13,388 -25%
Cerity Partners
113
Cerity Partners
New York
$269K +$269K +39,534 New
JPMPWA
114
J.P. Morgan Private Wealth Advisors
California
$262K -$43.2K -6,369 -14%
KAS
115
Kestra Advisory Services
Texas
$257K -$98.6K -14,528 -28%
PAG
116
Private Advisor Group
New Jersey
$250K -$249K -36,689 -50%
BF
117
BOK Financial
Oklahoma
$247K -$11.4K -1,681 -4%
SRC
118
Sage Rhino Capital
California
$246K +$9.48K +1,397 +4%
EI
119
Ethic Inc
New York
$237K -$746K -110,006 -76%
CQS
120
Credential Qtrade Securities
$230K +$27.6K +4,066 +14%
CCA
121
Checchi Capital Advisers
California
$219K -$42.5K -6,267 -16%
AAS
122
Avantax Advisory Services
Texas
$214K +$214K +31,476 New
JPMorgan Chase & Co
123
JPMorgan Chase & Co
New York
$210K +$2.62K +385 +1%
CGL
124
Clarius Group LLC
Washington
$200K +$74.5K +10,954 +59%
Commonwealth Equity Services
125
Commonwealth Equity Services
Massachusetts
$198K -$56.2K -8,314 -22%
3 4
5
6 7