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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

265 hedge funds and large institutions have $873M invested in Sumitomo Mitsui Financial in 2023 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 97 increasing their positions, 101 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+6
Holders Change %
+2.32%
% of All Funds
4.24%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
39
Increased
97
Reduced
101
Closed
29
Calls
$1.16M
Puts
$277K
Net Calls
+$886K
Net Calls Change
+$668K

Top Buyers

1
Marshall Wace
Marshall Wace
United Kingdom
$28.8M
2
SC
Samlyn Capital
New York
$20.1M
3
Goldman Sachs
Goldman Sachs
New York
$90.3M
4
Federated Hermes
Federated Hermes
Pennsylvania
$8.18M
5
UBS Group
UBS Group
Switzerland
$6.53M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
$41.5M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$6.78M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
Jane Street
Jane Street
New York
$7.01M
5
Morgan Stanley
Morgan Stanley
New York
$95.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
126
Charles Schwab
California
$330K +$138K +17,222 +72%
PA
127
Parallel Advisors
California
$326K -$7.1K -887 -2%
RCM
128
RNC Capital Management
California
$317K +$5.2K +650 +2%
MML Investors Services
129
MML Investors Services
Massachusetts
$302K -$72.7K -9,077 -19%
HighTower Advisors
130
HighTower Advisors
Illinois
$295K -$7.92K -980 -3%
CAPTRUST Financial Advisors
131
CAPTRUST Financial Advisors
North Carolina
$293K +$21.2K +2,654 +8%
CCA
132
Checchi Capital Advisers
California
$291K -$984 -123 -0.3%
IA
133
Inspire Advisors
Idaho
$287K -$40.5K -5,068 -12%
CSS
134
Cubist Systematic Strategies
Connecticut
$284K +$284K +35,482 New
SRC
135
Sage Rhino Capital
California
$281K +$7.11K +889 +3%
ZB
136
Zions Bancorporation
Utah
$277K -$91.4K -11,426 -25%
SW
137
SVB Wealth
Massachusetts
$254K +$4.75K +594 +2%
CGA
138
Channing Global Advisors
Florida
$252K +$160K +20,025 +175%
GCM
139
Gallacher Capital Management
Colorado
$251K +$5.9K +737 +2%
VIA
140
Vident Investment Advisory
Georgia
$250K +$98.9K +12,365 +66%
SWS
141
SYSTM Wealth Solutions
Illinois
$248K -$70.3K -8,792 -22%
MG
142
Mather Group
Illinois
$242K – – –
ACA
143
Atlas Capital Advisors
Wyoming
$240K – – –
PP
144
PDS Planning
Ohio
$237K +$145K +18,082 +157%
Boston Partners
145
Boston Partners
Massachusetts
$233K +$233K +29,062 New
Cetera Investment Advisers
146
Cetera Investment Advisers
Illinois
$231K -$43.6K -5,445 -16%
LP
147
LMR Partners
United Kingdom
$220K +$220K +27,515 New
PSP
148
Principal Street Partners
Tennessee
$219K +$2.94K +367 +1%
CG
149
Caprock Group
Idaho
$211K +$131K +16,368 +163%
RJFSA
150
Raymond James Financial Services Advisors
Florida
$207K +$18.1K +2,263 +10%
4 5
6
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