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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

235 hedge funds and large institutions have $800M invested in Sumitomo Mitsui Financial in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 108 increasing their positions, 54 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+10
Holders Change %
+4.44%
% of All Funds
4.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
33
Increased
108
Reduced
54
Closed
21
Calls
$43K
Puts
$1.14M
Net Calls
-$1.09M
Net Calls Change
-$260K

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$55.1M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$7.97M
3
Citadel Advisors
Citadel Advisors
Florida
$3.54M
4
OSAM
O'Shaughnessy Asset Management
Connecticut
$6.56M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$6.44M

Top Sellers

1
Northern Trust
Northern Trust
Illinois
$30.9M
2
Renaissance Technologies
Renaissance Technologies
New York
$30.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$30.9M
4
LP
LMR Partners
United Kingdom
$0
5
Federated Hermes
Federated Hermes
Pennsylvania
$144K
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
126
ArchPoint Investors
Florida
$151K +$151K +21,545 New
DTL
127
Dynamic Technology Lab
Singapore
$146K +$146K +20,812 New
Federated Hermes
128
Federated Hermes
Pennsylvania
$144K -$4.27M -610,780 -97%
Prudential Financial
129
Prudential Financial
New Jersey
$144K +$15.7K +2,177 +12%
SG
130
StoneX Group
New York
$141K +$141K +20,170 New
HW
131
Hancock Whitney
Mississippi
$138K -$17.4K -2,482 -11%
PMA
132
Prudent Man Advisors
Illinois
$138K – – –
TPCW
133
TD Private Client Wealth
New York
$138K -$2.63K -375 -2%
FIM
134
Freedom Investment Management
Connecticut
$137K +$137K +19,550 New
LJAC
135
L.J. Altfest & Co
New York
$133K +$1.27K +182 +1%
RCAG
136
Rehmann Capital Advisory Group
Michigan
$133K +$7.72K +1,101 +6%
SCA
137
Snowden Capital Advisors
New York
$132K +$3.21K +458 +2%
CGL
138
Clarius Group LLC
Washington
$129K +$43.3K +6,188 +50%
BP
139
Ballentine Partners
Massachusetts
$127K -$14K -1,995 -10%
Pzena Investment Management
140
Pzena Investment Management
New York
$127K +$127K +18,154 New
ECM
141
Evergreen Capital Management
Washington
$121K -$80.8K -11,508 -40%
GCP
142
GSA Capital Partners
United Kingdom
$120K +$120K +17,154 New
EWA
143
EP Wealth Advisors
California
$116K +$19.6K +2,793 +20%
BL
144
Balentine LLC
Georgia
$113K -$8.49K -1,214 -7%
Cetera Investment Advisers
145
Cetera Investment Advisers
Illinois
$112K +$36.8K +5,254 +49%
II
146
Inspire Investing
Idaho
$108K +$5.81K +826 +6%
FPS
147
Fieldpoint Private Securities
Connecticut
$108K +$19.2K +2,737 +22%
PFO
148
Pathstone Family Office
New Jersey
$105K +$105K +15,130 New
KMWM
149
Keudell/Morrison Wealth Management
Oregon
$104K +$21.8K +3,095 +26%
MGWM
150
Marks Group Wealth Management
Minnesota
$101K – – –
4 5
6
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