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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

265 hedge funds and large institutions have $937M invested in Sumitomo Mitsui Financial in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 120 increasing their positions, 77 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
–
Holders Change %
0%
% of All Funds
4.18%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
28
Increased
120
Reduced
77
Closed
28
Calls
$1.15M
Puts
$136K
Net Calls
+$1.02M
Net Calls Change
+$132K

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
$64.6M
2
Natixis Advisors
Natixis Advisors
Massachusetts
$18.4M
3
Citadel Advisors
Citadel Advisors
Florida
$9.15M
4
Invesco
Invesco
Georgia
$33.3M
5
Goldman Sachs
Goldman Sachs
New York
$102M

Top Sellers

1
SC
Samlyn Capital
New York
$0
2
Marshall Wace
Marshall Wace
United Kingdom
$11.1M
3
CIM
Cowen Investment Management
New York
$38.3M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$3.76M
5
XC
XY Capital
Hong Kong
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Chevy Chase Trust
126
Chevy Chase Trust
Maryland
$390K +$5.94K +691 +2%
IA
127
Inspire Advisors
Idaho
$384K +$75.3K +8,761 +24%
VIA
128
Vident Investment Advisory
Georgia
$375K +$106K +12,378 +40%
PA
129
Parallel Advisors
California
$355K +$5.17K +601 +1%
CCA
130
Checchi Capital Advisers
California
$340K +$26.7K +3,108 +9%
CAPTRUST Financial Advisors
131
CAPTRUST Financial Advisors
North Carolina
$337K +$21.6K +2,515 +7%
RCM
132
RNC Capital Management
California
$332K -$9.47K -1,100 -3%
GCM
133
Gallacher Capital Management
Colorado
$330K +$59.6K +6,936 +22%
AAM
134
Advisors Asset Management
Colorado
$329K -$378K -43,931 -53%
PP
135
PDS Planning
Ohio
$323K +$69K +8,019 +27%
ZB
136
Zions Bancorporation
Utah
$316K +$18.7K +2,171 +6%
SRC
137
Sage Rhino Capital
California
$306K +$4.43K +515 +1%
BP
138
Ballentine Partners
Massachusetts
$299K +$140K +16,267 +88%
CGA
139
Channing Global Advisors
Florida
$286K +$15.7K +1,831 +6%
RJFSA
140
Raymond James Financial Services Advisors
Florida
$284K +$60.8K +7,065 +27%
MG
141
Mather Group
Illinois
$281K +$21.3K +2,473 +8%
PAG
142
Private Advisor Group
New Jersey
$279K +$45K +4,833 +19%
SW
143
SVB Wealth
Massachusetts
$278K +$4.84K +563 +2%
SWS
144
SYSTM Wealth Solutions
Illinois
$260K -$6.09K -708 -2%
Cetera Investment Advisers
145
Cetera Investment Advisers
Illinois
$259K +$10.6K +1,235 +4%
PSP
146
Principal Street Partners
Tennessee
$249K +$13.3K +1,552 +6%
ACA
147
Atlas Capital Advisors
Wyoming
$241K -$16.7K -1,944 -6%
CG
148
Caprock Group
Idaho
$241K +$9.13K +1,041 +4%
LCGC
149
Legacy Capital Group California
California
$235K +$235K +27,372 New
HSBC Holdings
150
HSBC Holdings
United Kingdom
$213K +$17 +2 +0%
4 5
6
7 8