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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

272 hedge funds and large institutions have $985M invested in Sumitomo Mitsui Financial in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 107 increasing their positions, 97 reducing their positions, and 22 closing their positions.

Holders
272
Holders Change
+7
Holders Change %
+2.64%
% of All Funds
4.34%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
30
Increased
107
Reduced
97
Closed
22
Calls
$13.6M
Puts
$140K
Net Calls
+$13.5M
Net Calls Change
+$12.5M

Top Buyers

1
CFM
1
Capricorn Fund Managers
United Kingdom
$9.07M
2
XC
2
XY Capital
Hong Kong
$6.68M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$68.6M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$7.78M
5
AHC
5
Anderson Hoagland & Co
Missouri
$8.16M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$49M
2
CAC
2
Cowen and Company
New York
$0
3
Marshall Wace
3
Marshall Wace
United Kingdom
$139K
4
Jane Street
4
Jane Street
New York
$2.26M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAA
101
Independent Advisor Alliance
North Carolina
$746K +$17.1K +1,740 +2%
NA
102
NewEdge Advisors
Louisiana
$740K -$45.8K -4,654 -6%
SIA
103
Schechter Investment Advisors
Michigan
$716K +$19.9K +2,019 +3%
SFA
104
Sequoia Financial Advisors
Ohio
$700K +$34.5K +3,502 +5%
IRC
105
Investors Research Corp
Georgia
$695K – – –
VCA
106
Verdence Capital Advisors
Maryland
$650K +$8.88K +901 +1%
MWM
107
Mission Wealth Management
California
$642K -$10.9K -1,105 -2%
GC
108
Guggenheim Capital
Illinois
$639K -$283K -28,740 -31%
MML Investors Services
109
MML Investors Services
Massachusetts
$635K -$44K -4,474 -6%
PI
110
PEAK6 Investments
Illinois
$630K +$620K +62,987 +6,169%
Wealth Enhancement Advisory Services
111
Wealth Enhancement Advisory Services
Minnesota
$616K +$616K +62,533 New
Pacer Advisors
112
Pacer Advisors
Pennsylvania
$602K +$12.2K +1,238 +2%
VT
113
Vise Technologies
New York
$600K -$126K -12,825 -17%
QCG
114
Quadrant Capital Group
Ohio
$589K +$74.6K +7,570 +14%
BNP Paribas Financial Markets
115
BNP Paribas Financial Markets
France
$575K +$768 +78 +0.1%
PSP
116
Principal Street Partners
Tennessee
$570K +$285K +28,949 +100%
LSAG
117
Lake Street Advisors Group
New Hampshire
$563K +$5.33K +541 +1%
GI
118
Gradient Investments
Minnesota
$558K +$10.9K +1,110 +2%
CP
119
Covenant Partners
Tennessee
$549K – – –
BHPW
120
Beverly Hills Private Wealth
California
$536K -$552K -56,005 -51%
JPMPWA
121
J.P. Morgan Private Wealth Advisors
California
$532K -$330K -33,459 -38%
ECM
122
Evergreen Capital Management
Washington
$510K +$19.8K +2,010 +4%
VCWA
123
Vanguard Capital Wealth Advisors
Colorado
$495K -$25.8K -2,615 -5%
PAS
124
Park Avenue Securities
New York
$488K -$10.2K -1,036 -2%
Janney Montgomery Scott
125
Janney Montgomery Scott
Pennsylvania
$485K -$335 -34 -0.1%
3 4
5
6 7