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Sumitomo Mitsui Financial

265 hedge funds and large institutions have $873M invested in Sumitomo Mitsui Financial in 2023 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 97 increasing their positions, 101 reducing their positions, and 29 closing their positions.

Holders
265
Holders Change
+6
Holders Change %
+2.32%
% of All Funds
4.24%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
39
Increased
97
Reduced
101
Closed
29
Calls
$1.16M
Puts
$277K
Net Calls
+$886K
Net Calls Change
+$668K
Name Holding Trade Value Shares
Change
Shares
Change %
DWT
101
Dorsey & Whitney Trust
South Dakota
$586K +$61.6K +7,701 +12%
VT
102
Vise Technologies
New York
$581K +$31K +3,880 +6%
MYIA
103
Mount Yale Investment Advisors
Colorado
$576K -$139K -17,418 -19%
MIS
104
Morningstar Investment Services
Illinois
$575K +$29.3K +3,705 +5%
SIA
105
Schechter Investment Advisors
Michigan
$571K -$153K -19,130 -21%
IRC
106
Investors Research Corp
Georgia
$564K
MWM
107
Mission Wealth Management
California
$552K -$16.7K -2,085 -3%
SFA
108
Sequoia Financial Advisors
Ohio
$462K -$24.4K -3,053 -5%
GI
109
Gradient Investments
Minnesota
$452K -$107K -13,431 -19%
Pacer Advisors
110
Pacer Advisors
Pennsylvania
$449K +$32.9K +4,114 +8%
CP
111
Covenant Partners
Tennessee
$446K -$31.3K -3,916 -7%
YIH
112
Y-Intercept (HK)
Hong Kong
$438K +$14.9K +1,858 +4%
Russell Investments Group
113
Russell Investments Group
United Kingdom
$430K -$1.84M -229,901 -81%
RWM
114
Ritholtz Wealth Management
New York
$424K +$36.3K +4,537 +9%
LSAG
115
Lake Street Advisors Group
New Hampshire
$423K +$20.6K +2,575 +5%
XT
116
XTX Topco
Cayman Islands
$422K +$422K +52,698 New
ECM
117
Evergreen Capital Management
Washington
$410K +$41.1K +5,140 +11%
BHPW
118
Beverly Hills Private Wealth
California
$404K +$229K +28,596 +130%
Janney Montgomery Scott
119
Janney Montgomery Scott
Pennsylvania
$400K -$327K -40,910 -45%
PWPS
120
Pinnacle Wealth Planning Services
Ohio
$389K -$13.6K -1,699 -3%
QCG
121
Quadrant Capital Group
Ohio
$381K +$32K +3,995 +9%
VCWA
122
Vanguard Capital Wealth Advisors
Colorado
$369K -$300K -37,520 -45%
BNP Paribas Financial Markets
123
BNP Paribas Financial Markets
France
$369K +$369K +46,154 New
Chevy Chase Trust
124
Chevy Chase Trust
Maryland
$357K +$69K +8,625 +24%
PAS
125
Park Avenue Securities
New York
$333K +$1.55K +194 +0.5%