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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

259 hedge funds and large institutions have $890M invested in Sumitomo Mitsui Financial in 2022 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 67 increasing their positions, 114 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+16
Holders Change %
+6.58%
% of All Funds
4.18%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
55
Increased
67
Reduced
114
Closed
33
Calls
$218K
Puts
–
Net Calls
+$218K
Net Calls Change
+$216K

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$15.1M
2
Jane Street
Jane Street
New York
$21.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$44.8M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$9.93M
5
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$5.81M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$107M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$24.6M
3
BlackRock
BlackRock
New York
$47M
4
Goldman Sachs
Goldman Sachs
New York
$79.4M
5
Invesco
Invesco
Georgia
$36.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
126
Cetera Investment Advisers
Illinois
$275K +$74.9K +9,343 +37%
SRC
127
Sage Rhino Capital
California
$274K -$16K -1,997 -6%
CAPTRUST Financial Advisors
128
CAPTRUST Financial Advisors
North Carolina
$273K +$71.5K +8,918 +36%
SS
129
Simplicity Solutions
Minnesota
$252K -$3.34K -416 -1%
CQS
130
Credential Qtrade Securities
$251K -$16.9K -2,105 -6%
SW
131
SVB Wealth
Massachusetts
$250K -$39.9K -4,978 -14%
GCM
132
Gallacher Capital Management
Colorado
$246K +$246K +30,660 New
MG
133
Mather Group
Illinois
$242K -$20.7K -2,579 -8%
ACA
134
Atlas Capital Advisors
Wyoming
$240K -$130K -16,195 -35%
SEC
135
Seven Eight Capital
New York
$236K +$236K +29,402 New
Pzena Investment Management
136
Pzena Investment Management
New York
$218K +$218K +27,154 New
PSP
137
Principal Street Partners
Tennessee
$217K +$31.6K +3,938 +17%
DC
138
Davenport & Co
Virginia
$211K +$20.8K +2,588 +11%
FOA
139
Five Oceans Advisors
California
$196K -$409 -51 -0.2%
VAS
140
Vestmark Advisory Solutions
Massachusetts
$196K +$4.51K +562 +2%
Charles Schwab
141
Charles Schwab
California
$193K +$193K +24,051 New
BF
142
BOK Financial
Oklahoma
$191K -$69.3K -8,646 -27%
RJFSA
143
Raymond James Financial Services Advisors
Florida
$190K -$51.1K -6,368 -21%
Fisher Asset Management
144
Fisher Asset Management
Washington
$189K +$5.04K +629 +3%
AA
145
AlphaQ Advisors
Florida
$186K +$186K +23,227 New
SI
146
Stephens Inc
Arkansas
$183K +$34.9K +4,356 +24%
PAG
147
Private Advisor Group
New Jersey
$182K -$14.9K -1,881 -8%
BHPW
148
Beverly Hills Private Wealth
California
$176K +$176K +21,961 New
HIA
149
Harbor Investment Advisory
Maryland
$174K -$10K -1,247 -5%
FA
150
FDx Advisors
Illinois
$169K -$9.88K -1,228 -6%
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