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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

241 hedge funds and large institutions have $831M invested in Sumitomo Mitsui Financial in 2021 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 82 increasing their positions, 83 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
+6
Holders Change %
+2.55%
% of All Funds
3.72%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
48
Increased
82
Reduced
83
Closed
40
Calls
$5K
Puts
$407K
Net Calls
-$402K
Net Calls Change
+$691K

Top Buyers

1
LP
1
LMR Partners
United Kingdom
$18.8M
2
Goldman Sachs
2
Goldman Sachs
New York
$64.2M
3
Citigroup
3
Citigroup
New York
$15.8M
4
CM
4
Castleark Management
Illinois
$7.1M
5
Jane Street
5
Jane Street
New York
$6.63M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$60.8M
2
Bank of America
2
Bank of America
North Carolina
$20.3M
3
CGH
3
Crossmark Global Holdings
Texas
$3.21M
4
Wells Fargo
4
Wells Fargo
California
$32.1M
5
Natixis Advisors
5
Natixis Advisors
Massachusetts
$3.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fisher Asset Management
126
Fisher Asset Management
Washington
$192K -$2.8K -413 -1%
LC
127
Lindbrook Capital
California
$175K +$8.63K +1,270 +5%
BFM
128
Boothbay Fund Management
New York
$175K +$175K +25,750 New
RCAG
129
Rehmann Capital Advisory Group
Michigan
$164K +$35.7K +5,262 +28%
SI
130
Stephens Inc
Arkansas
$163K -$312K -46,081 -66%
CAM
131
Cresset Asset Management
Illinois
$161K -$472K -69,768 -75%
ACA
132
Atlas Capital Advisors
Wyoming
$158K – – –
HIA
133
Harbor Investment Advisory
Maryland
$156K – – –
VCWA
134
Vanguard Capital Wealth Advisors
Colorado
$154K -$13.5K -1,977 -8%
SFA
135
Sequoia Financial Advisors
Ohio
$150K +$150K +22,097 New
ZB
136
Zions Bancorporation
Utah
$149K +$73.4K +10,838 +97%
Chevy Chase Trust
137
Chevy Chase Trust
Maryland
$142K +$142K +20,908 New
HW
138
Hancock Whitney
Mississippi
$140K +$6.05K +890 +5%
HighTower Advisors
139
HighTower Advisors
Illinois
$136K -$47.4K -6,990 -26%
LJAC
140
L.J. Altfest & Co
New York
$130K +$593 +87 +0.5%
VF
141
Virtu Financial
New York
$129K -$45.7K -6,706 -26%
ECM
142
Evergreen Capital Management
Washington
$129K +$11.7K +1,720 +10%
AWE
143
Avidian Wealth Enterprises
Texas
$123K +$123K +18,057 New
IC
144
Intersect Capital
California
$121K +$40.3K +5,941 +50%
PP
145
PDS Planning
Ohio
$118K -$28K -4,124 -19%
BL
146
Balentine LLC
Georgia
$117K +$7.21K +1,061 +7%
BP
147
Ballentine Partners
Massachusetts
$114K -$8.66K -1,275 -7%
Cetera Investment Advisers
148
Cetera Investment Advisers
Illinois
$113K +$4.82K +711 +4%
DC
149
Davenport & Co
Virginia
$113K +$113K +16,684 New
EWA
150
EP Wealth Advisors
California
$111K -$785 -116 -0.7%
4 5
6
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