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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

310 hedge funds and large institutions have $1.12B invested in Sumitomo Mitsui Financial in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 131 increasing their positions, 93 reducing their positions, and 38 closing their positions.

Holders
310
Holders Change
+4
Holders Change %
+1.31%
% of All Funds
4.49%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
46
Increased
131
Reduced
93
Closed
38
Calls
$295K
Puts
$377K
Net Calls
-$82K
Net Calls Change
-$1.38M

Top Buyers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$49.7M
2
CAC
2
Cowen and Company
New York
$33M
3
Citadel Advisors
3
Citadel Advisors
Florida
$7.94M
4
B
4
Bailard
California
$5.59M
5
SW
5
Simplicity Wealth
New Jersey
$5.36M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$143M
2
Jane Street
2
Jane Street
New York
$1.13M
3
CCM
3
Causeway Capital Management
California
$240K
4
CIM
4
Cowen Investment Management
New York
$38.9M
5
XC
5
XY Capital
Hong Kong
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
101
Mission Wealth Management
California
$791K -$35.3K -2,998 -4%
ACM
102
Aquatic Capital Management
Illinois
$786K -$694K -59,000 -47%
KAS
103
Kestra Advisory Services
Texas
$771K +$560K +47,536 +265%
QCG
104
Quadrant Capital Group
Ohio
$770K +$28.1K +2,386 +4%
Susquehanna International Group
105
Susquehanna International Group
Pennsylvania
$761K +$390K +33,134 +105%
MML Investors Services
106
MML Investors Services
Massachusetts
$745K -$113K -9,614 -13%
GSC
107
Grey Street Capital
Illinois
$728K +$728K +61,755 New
Pacer Advisors
108
Pacer Advisors
Pennsylvania
$699K -$26.1K -2,216 -4%
IA
109
Inspire Advisors
Idaho
$694K +$91.7K +7,793 +15%
LSAG
110
Lake Street Advisors Group
New Hampshire
$686K -$1.92K -163 -0.3%
CAN
111
Cetera Advisor Networks
California
$676K +$280K +23,824 +71%
TC
112
TownSquare Capital
Utah
$660K +$86.5K +7,352 +15%
EAM
113
Eagle Asset Management
Florida
$650K -$216K -18,929 -25%
AC
114
AXQ Capital
New Jersey
$635K -$342K -29,057 -35%
BP
115
Ballentine Partners
Massachusetts
$628K +$82.4K +6,997 +15%
BWM
116
BKM Wealth Management
Wisconsin
$624K +$177K +15,014 +40%
DAS
117
Diversify Advisory Services
Utah
$617K +$617K +53,971 New
M&T Bank
118
M&T Bank
New York
$615K -$8.92K -757 -1%
PA
119
Parallel Advisors
California
$614K +$132K +11,192 +27%
PS
120
Principal Securities
Iowa
$602K +$561K +47,652 +1,364%
ECM
121
Evergreen Capital Management
Washington
$600K +$4.3K +365 +0.7%
AI
122
AdvisorShares Investments
Maryland
$594K -$9.56K -812 -2%
GC
123
Guggenheim Capital
Illinois
$589K -$159K -13,549 -21%
GI
124
Gradient Investments
Minnesota
$574K -$46.3K -3,933 -7%
CG
125
Caprock Group
Idaho
$572K +$836 +71 +0.1%
3 4
5
6 7