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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

310 hedge funds and large institutions have $1.12B invested in Sumitomo Mitsui Financial in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 131 increasing their positions, 93 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
+4
Holders Change %
+1.31%
% of All Funds
4.49%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
46
Increased
131
Reduced
93
Closed
38
Calls
$295K
Puts
$377K
Net Calls
-$82K
Net Calls Change
-$1.38M

Top Buyers

1
CCMG
Clark Capital Management Group
Pennsylvania
$49.7M
2
CAC
Cowen and Company
New York
$33M
3
Citadel Advisors
Citadel Advisors
Florida
$7.94M
4
B
Bailard
California
$5.59M
5
SW
Simplicity Wealth
New Jersey
$5.36M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$143M
2
Jane Street
Jane Street
New York
$1.13M
3
CCM
Causeway Capital Management
California
$240K
4
CIM
Cowen Investment Management
New York
$38.9M
5
XC
XY Capital
Hong Kong
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WHG
126
Westwood Holdings Group
Texas
$563K +$106 +9 +0%
AFG
127
Atomi Financial Group
New York
$542K +$128K +10,894 +31%
CCA
128
Checchi Capital Advisers
California
$513K +$7.02K +596 +1%
BS
129
Banco Santander
Spain
$506K +$506K +43,000 New
PP
130
PDS Planning
Ohio
$503K +$18.9K +1,605 +4%
VCWA
131
Vanguard Capital Wealth Advisors
Colorado
$501K -$108K -9,211 -18%
RJA
132
Raymond James & Associates
Florida
$486K -$365K -31,040 -43%
GT
133
Glenmede Trust
Pennsylvania
$478K +$23.4K +1,985 +5%
AAM
134
Advisors Asset Management
Colorado
$474K +$82.3K +6,996 +21%
PWPS
135
Pinnacle Wealth Planning Services
Ohio
$464K +$21.4K +1,817 +5%
Lazard Asset Management
136
Lazard Asset Management
New York
$463K -$525K -44,652 -53%
AWA
137
Aaron Wealth Advisors
Illinois
$447K +$181K +15,407 +68%
RCM
138
RNC Capital Management
California
$446K -$2.88K -245 -0.6%
CP
139
Covenant Partners
Tennessee
$439K -$218K -18,523 -33%
SRC
140
Sage Rhino Capital
California
$436K +$11.8K +999 +3%
VT
141
Vise Technologies
New York
$435K -$216K -18,334 -33%
Chevy Chase Trust
142
Chevy Chase Trust
Maryland
$435K -$262K -22,252 -38%
Truist Financial
143
Truist Financial
North Carolina
$426K -$323K -27,463 -43%
IWC
144
Integrated Wealth Concepts
Massachusetts
$411K -$2.26M -191,643 -85%
GA
145
Gateway Advisory
New Jersey
$411K +$52.7K +4,476 +15%
SIA
146
Schechter Investment Advisors
Michigan
$395K +$38.1K +3,239 +11%
CGA
147
Channing Global Advisors
Florida
$388K -$6.12K -520 -2%
Neuberger Berman Group
148
Neuberger Berman Group
New York
$387K +$249K +21,174 +180%
CAPTRUST Financial Advisors
149
CAPTRUST Financial Advisors
North Carolina
$387K -$243K -20,687 -39%
P
150
Pitcairn
Pennsylvania
$380K -$8.53K -725 -2%
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