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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

225 hedge funds and large institutions have $862M invested in Sumitomo Mitsui Financial in 2021 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 94 increasing their positions, 67 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
-4
Holders Change %
-1.75%
% of All Funds
3.93%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
22
Increased
94
Reduced
67
Closed
23
Calls
$298K
Puts
$1.13M
Net Calls
-$833K
Net Calls Change
-$5.61M

Top Buyers

1
WHG
1
Westwood Holdings Group
Texas
$18.2M
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$7.12M
3
Morgan Stanley
3
Morgan Stanley
New York
$58.8M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$36.5M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$4.35M

Top Sellers

1
LP
1
LMR Partners
United Kingdom
$6.12M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$36.1M
3
Northern Trust
3
Northern Trust
Illinois
$41.6M
4
Goldman Sachs
4
Goldman Sachs
New York
$41.9M
5
Citigroup
5
Citigroup
New York
$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HW
126
Hancock Whitney
Mississippi
$153K +$44.2K +6,409 +41%
ACA
127
Atlas Capital Advisors
Wyoming
$151K +$13K +1,892 +9%
New York State Common Retirement Fund
128
New York State Common Retirement Fund
New York
$144K – – –
CB
129
Cadence Bank
Mississippi
$139K – – –
BP
130
Ballentine Partners
Massachusetts
$138K +$9.64K +1,401 +8%
TPCW
131
TD Private Client Wealth
New York
$138K -$8.56K -1,243 -6%
PMA
132
Prudent Man Advisors
Illinois
$136K +$4.25K +614 +3%
LJAC
133
L.J. Altfest & Co
New York
$130K +$10.4K +1,502 +9%
SCA
134
Snowden Capital Advisors
New York
$127K +$13.3K +1,935 +12%
RCAG
135
Rehmann Capital Advisory Group
Michigan
$123K -$3.44K -500 -3%
Prudential Financial
136
Prudential Financial
New Jersey
$122K +$7.86K +1,144 +7%
BL
137
Balentine LLC
Georgia
$120K +$69 +10 +0.1%
LPL Financial
138
LPL Financial
California
$111K -$1.66K -241 -1%
RJFSA
139
Raymond James Financial Services Advisors
Florida
$102K -$7.07K -1,031 -6%
II
140
Inspire Investing
Idaho
$100K +$4.15K +603 +4%
MGWM
141
Marks Group Wealth Management
Minnesota
$99K – – –
HHGA
142
Halbert Hargrove Global Advisors
California
$97K +$3.58K +518 +4%
KLC
143
Knowledge Leaders Capital
Colorado
$96K – – –
State Street
144
State Street
Massachusetts
$96K – – –
PCG
145
Private Capital Group
Connecticut
$96K +$7.18K +1,044 +8%
EWA
146
EP Wealth Advisors
California
$95K +$18.8K +2,722 +25%
CG
147
Caprock Group
Idaho
$94K +$10.1K +1,440 +12%
DIA
148
Dana Investment Advisors
Wisconsin
$92K -$10.7K -1,546 -10%
Squarepoint
149
Squarepoint
New York
$88K +$88K +12,805 New
FPS
150
Fieldpoint Private Securities
Connecticut
$87K -$859 -125 -1%
4 5
6
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