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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

332 hedge funds and large institutions have $1.16B invested in Sumitomo Mitsui Financial in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 144 increasing their positions, 104 reducing their positions, and 32 closing their positions.

Holders
332
Holders Change
+9
Holders Change %
+2.79%
% of All Funds
4.8%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
43
Increased
144
Reduced
104
Closed
32
Calls
$44.7M
Puts
$115K
Net Calls
+$44.6M
Net Calls Change
-$3.06M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$206M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$63.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$17.3M
4
Bank of America
4
Bank of America
North Carolina
$20.8M
5
BIMC
5
Benson Investment Management Company
Virginia
$5.18M

Top Sellers

1
GAM
1
Groupama Asset Management
France
$0
2
CIM
2
Cowen Investment Management
New York
$0
3
Millennium Management
3
Millennium Management
New York
$212K
4
CAC
4
Cowen and Company
New York
$19.7M
5
Wells Fargo
5
Wells Fargo
California
$41.4M
Name Market Value Shares Shares
Change 		Shares
Change %
EAM
101
Eagle Asset Management
Florida
$891K 63,718 +6,271 +11%
ACM
102
Aquatic Capital Management
Illinois
$884K 70,000 +70,000 New
IRC
103
Investors Research Corp
Georgia
$878K 69,554 – –
VT
104
Vise Technologies
New York
$876K 69,374 +33,188 +92%
MML Investors Services
105
MML Investors Services
Massachusetts
$860K 68,072 +5,123 +8%
MWM
106
Mission Wealth Management
California
$812K 64,301 -495 -0.8%
AFG
107
Atomi Financial Group
New York
$798K 63,146 +4,522 +8%
AAM
108
Advisors Asset Management
Colorado
$743K 58,857 +7,139 +14%
EI
109
Ellevest Inc
New York
$717K 56,743 -9,427 -14%
ECM
110
Evergreen Capital Management
Washington
$714K 56,528 +2,250 +4%
PA
111
Parallel Advisors
California
$712K 56,347 +2,796 +5%
Pacer Advisors
112
Pacer Advisors
Pennsylvania
$708K 56,060 -1,270 -2%
Rockefeller Capital Management
113
Rockefeller Capital Management
New York
$705K 55,963 +25,414 +83%
BP
114
Ballentine Partners
Massachusetts
$702K 55,611 -320 -0.6%
LSAG
115
Lake Street Advisors Group
New Hampshire
$684K 54,183 +933 +2%
CL
116
Choreo LLC
Illinois
$679K 53,467 +10,751 +25%
AI
117
Atria Investments
North Carolina
$658K 52,072 -18,712 -26%
CC
118
Callan Capital
California
$645K 51,031 +14,885 +41%
DWM
119
Diversify Wealth Management
Utah
$633K 51,524 +2,603 +5%
M&T Bank
120
M&T Bank
New York
$628K 49,787 -3,933 -7%
AWA
121
Aaron Wealth Advisors
Illinois
$627K 49,667 +8,032 +19%
GI
122
Gradient Investments
Minnesota
$605K 47,867 -705 -1%
AI
123
AdvisorShares Investments
Maryland
$585K 46,337 -2,967 -6%
PP
124
PDS Planning
Ohio
$557K 44,112 +22 +0%
CCA
125
Checchi Capital Advisers
California
$557K 44,106 -474 -1%
3 4
5
6 7