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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

306 hedge funds and large institutions have $1.04B invested in Sumitomo Mitsui Financial in 2023 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 99 increasing their positions, 103 reducing their positions, and 32 closing their positions.

Holders
306
Holders Change
+34
Holders Change %
+12.5%
% of All Funds
4.49%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
73
Increased
99
Reduced
103
Closed
32
Calls
$1.65M
Puts
$349K
Net Calls
+$1.3M
Net Calls Change
-$12.2M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$259M
2
Millennium Management
2
Millennium Management
New York
$31.2M
3
Jane Street
3
Jane Street
New York
$15.6M
4
OMC
4
Old Mission Capital
Illinois
$6.27M
5
GS
5
GTS Securities
New York
$5.12M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$813K
2
Natixis Advisors
2
Natixis Advisors
Massachusetts
$5.87M
3
Bank of America
3
Bank of America
North Carolina
$12.8M
4
CFM
4
Capricorn Fund Managers
United Kingdom
$0
5
Wells Fargo
5
Wells Fargo
California
$41.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MYIA
101
Mount Yale Investment Advisors
Colorado
$761K +$21.3K +2,200 +3%
EAM
102
Eagle Asset Management
Florida
$734K -$29.4K -3,035 -4%
MML Investors Services
103
MML Investors Services
Massachusetts
$706K +$81.2K +8,386 +13%
RJA
104
Raymond James & Associates
Florida
$700K -$4.98M -514,051 -88%
LPL Financial
105
LPL Financial
California
$700K -$1.48M -153,258 -68%
Tudor Investment Corp
106
Tudor Investment Corp
Connecticut
$694K +$314K +32,394 +82%
IRC
107
Investors Research Corp
Georgia
$682K -$1.21K -125 -0.2%
MWM
108
Mission Wealth Management
California
$680K +$49K +5,066 +8%
TPC
109
Tiger Pacific Capital
New York
$640K +$640K +66,098 New
OAM
110
Oppenheimer Asset Management
New York
$627K -$131K -13,557 -17%
GC
111
Guggenheim Capital
Illinois
$616K -$12.5K -1,287 -2%
Truist Financial
112
Truist Financial
North Carolina
$616K -$3.03M -312,719 -83%
QCG
113
Quadrant Capital Group
Ohio
$610K +$31K +3,206 +5%
Pacer Advisors
114
Pacer Advisors
Pennsylvania
$596K +$3.89K +402 +0.7%
Chevy Chase Trust
115
Chevy Chase Trust
Maryland
$573K +$128K +13,188 +29%
LSAG
116
Lake Street Advisors Group
New Hampshire
$566K +$12.5K +1,295 +2%
CP
117
Covenant Partners
Tennessee
$540K – – –
VT
118
Vise Technologies
New York
$535K -$54K -5,578 -9%
CAPTRUST Financial Advisors
119
CAPTRUST Financial Advisors
North Carolina
$518K -$396K -40,934 -43%
Wealth Enhancement Advisory Services
120
Wealth Enhancement Advisory Services
Minnesota
$514K -$91.5K -9,457 -15%
M&T Bank
121
M&T Bank
New York
$512K -$639K -66,037 -56%
GI
122
Gradient Investments
Minnesota
$510K -$38.6K -3,983 -7%
FTUS
123
Flow Traders U.S.
New York
$504K -$727K -75,083 -59%
VCWA
124
Vanguard Capital Wealth Advisors
Colorado
$501K +$15.1K +1,559 +3%
AI
125
AdvisorShares Investments
Maryland
$497K +$497K +51,300 New
3 4
5
6 7