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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

201 hedge funds and large institutions have $750M invested in Sumitomo Mitsui Financial in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 81 increasing their positions, 66 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
-21
Holders Change %
-9.46%
% of All Funds
4.07%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
23
Increased
81
Reduced
66
Closed
41
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
+$184K

Top Buyers

1
CGH
Crossmark Global Holdings
Texas
$10.5M
2
AG
Aperio Group
California
$44.5M
3
Goldman Sachs
Goldman Sachs
New York
$40.9M
4
CIBC World Market
CIBC World Market
Ontario, Canada
$4.86M
5
BCI
Brinker Capital Investments
Pennsylvania
$2.01M

Top Sellers

1
TAM
Todd Asset Management
Kentucky
$0
2
LP
LMR Partners
United Kingdom
$27.9M
3
TRSOTSOK
Teachers Retirement System of the State of Kentucky
Kentucky
$0
4
Lazard Asset Management
Lazard Asset Management
New York
$73.6M
5
US Bancorp
US Bancorp
Minnesota
$8.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
BL
126
Balentine LLC
Georgia
$96K +$4.13K +737 +4%
PP
127
PDS Planning
Ohio
$93K +$6.93K +1,242 +8%
FPS
128
Fieldpoint Private Securities
Connecticut
$93K +$20K +3,585 +27%
MGWM
129
Marks Group Wealth Management
Minnesota
$92K – – –
SS
130
Simplicity Solutions
Minnesota
$89K -$25.1K -4,496 -22%
BP
131
Ballentine Partners
Massachusetts
$88K +$10.1K +1,801 +13%
HighTower Advisors
132
HighTower Advisors
Illinois
$78K -$17.1K -3,159 -18%
1WA
133
180 Wealth Advisors
Washington
$78K +$4.53K +813 +6%
II
134
Inspire Investing
Idaho
$75K +$6.52K +1,163 +10%
CQS
135
Credential Qtrade Securities
$73.5K +$565 +101 +0.8%
HW
136
Hancock Whitney
Mississippi
$72K +$5.95K +1,063 +9%
CS
137
Comerica Securities
Michigan
$71K +$4.64K +836 +7%
Connor, Clark & Lunn Investment Management (CC&L)
138
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$70K -$2.33K -419 -3%
Barclays
139
Barclays
United Kingdom
$70K – – –
Commonwealth Equity Services
140
Commonwealth Equity Services
Massachusetts
$66K +$2.01K +361 +3%
LPL Financial
141
LPL Financial
California
$64K -$1.01M -181,186 -94%
Prudential Financial
142
Prudential Financial
New Jersey
$64K -$61.9K -11,131 -49%
KP
143
Keel Point
Alabama
$63K +$63K +11,313 New
Deutsche Bank
144
Deutsche Bank
Germany
$62K +$60.3K +10,820 +3,655%
IB
145
Intrust Bank
Kansas
$61K -$1.07K -191 -2%
RJFSA
146
Raymond James Financial Services Advisors
Florida
$60K -$6.22K -1,113 -9%
SFA
147
Sequoia Financial Advisors
Ohio
$60K +$3.42K +615 +6%
William Blair & Company
148
William Blair & Company
Illinois
$58K +$58K +10,365 New
PGFC
149
Peapack-Gladstone Financial Corp
New Jersey
$58K +$58K +10,456 New
GT
150
Glenmede Trust
Pennsylvania
$44K -$4.9K -896 -10%
4 5
6
7 8