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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

323 hedge funds and large institutions have $1.58B invested in Sumitomo Mitsui Financial in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 138 increasing their positions, 103 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
+13
Holders Change %
+4.19%
% of All Funds
4.7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
42
Increased
138
Reduced
103
Closed
26
Calls
$47.8M
Puts
$89K
Net Calls
+$47.7M
Net Calls Change
+$47.7M

Top Buyers

1
GAM
1
Groupama Asset Management
France
$301M
2
Morgan Stanley
2
Morgan Stanley
New York
$181M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$8.26M
4
Goldman Sachs
4
Goldman Sachs
New York
$152M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$5.37M

Top Sellers

1
Invesco
1
Invesco
Georgia
$16.9M
2
B
2
Bailard
California
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.61M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$1.78M
5
Millennium Management
5
Millennium Management
New York
$39.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
IRC
101
Investors Research Corp
Georgia
$933K – – –
QCG
102
Quadrant Capital Group
Ohio
$898K +$21.4K +1,595 +2%
EI
103
Ellevest Inc
New York
$887K +$736K +54,861 +485%
KAS
104
Kestra Advisory Services
Texas
$869K -$8.53K -636 -1%
MWM
105
Mission Wealth Management
California
$869K -$32.3K -2,411 -4%
BWM
106
BKM Wealth Management
Wisconsin
$863K +$152K +11,359 +21%
MML Investors Services
107
MML Investors Services
Massachusetts
$844K -$4.55K -339 -0.5%
PS
108
Principal Securities
Iowa
$809K +$123K +9,196 +18%
AFG
109
Atomi Financial Group
New York
$786K +$169K +12,577 +27%
EAM
110
Eagle Asset Management
Florida
$773K +$7.41K +551 +1%
Pacer Advisors
111
Pacer Advisors
Pennsylvania
$769K -$27.1K -2,020 -3%
TC
112
TownSquare Capital
Utah
$753K +$778 +58 +0.1%
BP
113
Ballentine Partners
Massachusetts
$750K +$34.2K +2,551 +5%
ECM
114
Evergreen Capital Management
Washington
$728K +$43.8K +3,265 +6%
M&T Bank
115
M&T Bank
New York
$721K +$20.6K +1,538 +3%
LSAG
116
Lake Street Advisors Group
New Hampshire
$720K -$67.8K -5,015 -9%
PA
117
Parallel Advisors
California
$718K +$18.7K +1,398 +3%
HF
118
HRT Financial
New York
$706K +$706K +52,684 New
AAM
119
Advisors Asset Management
Colorado
$694K +$153K +11,406 +28%
OMC
120
Old Mission Capital
Illinois
$689K +$689K +51,382 New
FIM
121
Freedom Investment Management
Connecticut
$664K +$664K +49,497 New
AI
122
AdvisorShares Investments
Maryland
$663K -$15.9K -1,184 -2%
GI
123
Gradient Investments
Minnesota
$651K -$2.78K -207 -0.4%
WHG
124
Westwood Holdings Group
Texas
$642K +$13 +1 +0%
Susquehanna International Group
125
Susquehanna International Group
Pennsylvania
$633K -$234K -17,430 -27%
3 4
5
6 7