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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

265 hedge funds and large institutions have $937M invested in Sumitomo Mitsui Financial in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 120 increasing their positions, 77 reducing their positions, and 28 closing their positions.

Holders
265
Holders Change
–
Holders Change %
0%
% of All Funds
4.18%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
28
Increased
120
Reduced
77
Closed
28
Calls
$1.15M
Puts
$136K
Net Calls
+$1.02M
Net Calls Change
+$132K

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$64.6M
2
Natixis Advisors
2
Natixis Advisors
Massachusetts
$18.4M
3
Citadel Advisors
3
Citadel Advisors
Florida
$9.15M
4
Invesco
4
Invesco
Georgia
$33.3M
5
Goldman Sachs
5
Goldman Sachs
New York
$102M

Top Sellers

1
SC
1
Samlyn Capital
New York
$0
2
Marshall Wace
2
Marshall Wace
United Kingdom
$11.1M
3
CIM
3
Cowen Investment Management
New York
$38.3M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$3.76M
5
XC
5
XY Capital
Hong Kong
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DWT
101
Dorsey & Whitney Trust
South Dakota
$679K +$49.1K +5,705 +8%
MIS
102
Morningstar Investment Services
Illinois
$667K +$43.1K +5,023 +7%
MYIA
103
Mount Yale Investment Advisors
Colorado
$638K +$18.1K +2,108 +3%
IAA
104
Independent Advisor Alliance
North Carolina
$637K -$5.19K -604 -0.8%
VT
105
Vise Technologies
New York
$634K +$9.31K +1,082 +1%
SIA
106
Schechter Investment Advisors
Michigan
$608K -$5.6K -651 -0.9%
IRC
107
Investors Research Corp
Georgia
$607K – – –
MML Investors Services
108
MML Investors Services
Massachusetts
$593K +$269K +31,302 +83%
SFA
109
Sequoia Financial Advisors
Ohio
$581K +$83.8K +9,747 +17%
MWM
110
Mission Wealth Management
California
$570K -$23.8K -2,762 -4%
VCA
111
Verdence Capital Advisors
Maryland
$560K -$122K -14,145 -18%
RWM
112
Ritholtz Wealth Management
New York
$559K +$103K +11,977 +23%
Pacer Advisors
113
Pacer Advisors
Pennsylvania
$515K +$32.6K +3,788 +7%
BNP Paribas Financial Markets
114
BNP Paribas Financial Markets
France
$501K +$104K +12,099 +26%
LSAG
115
Lake Street Advisors Group
New Hampshire
$487K +$32.3K +3,752 +7%
Russell Investments Group
116
Russell Investments Group
United Kingdom
$482K +$19.7K +2,287 +4%
CP
117
Covenant Partners
Tennessee
$480K – – –
GI
118
Gradient Investments
Minnesota
$478K -$7.49K -871 -2%
YIH
119
Y-Intercept (HK)
Hong Kong
$468K -$3.24K -377 -0.7%
VCWA
120
Vanguard Capital Wealth Advisors
Colorado
$454K +$57.2K +6,650 +14%
QCG
121
Quadrant Capital Group
Ohio
$449K +$39.3K +4,572 +10%
PAS
122
Park Avenue Securities
New York
$435K +$76.9K +8,938 +21%
ECM
123
Evergreen Capital Management
Washington
$428K -$12.9K -1,505 -3%
Janney Montgomery Scott
124
Janney Montgomery Scott
Pennsylvania
$424K -$6.43K -747 -1%
PWPS
125
Pinnacle Wealth Planning Services
Ohio
$399K -$18.8K -2,184 -4%
3 4
5
6 7