SMFG icon

Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

323 hedge funds and large institutions have $1.58B invested in Sumitomo Mitsui Financial in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 138 increasing their positions, 103 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
+13
Holders Change %
+4.19%
% of All Funds
4.7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
42
Increased
138
Reduced
103
Closed
26
Calls
$47.8M
Puts
$89K
Net Calls
+$47.7M
Net Calls Change
+$47.7M

Top Buyers

1
GAM
Groupama Asset Management
France
$301M
2
Morgan Stanley
Morgan Stanley
New York
$181M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$8.26M
4
Goldman Sachs
Goldman Sachs
New York
$152M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$5.37M

Top Sellers

1
Invesco
Invesco
Georgia
$16.9M
2
B
Bailard
California
$0
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$7.61M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$1.78M
5
Millennium Management
Millennium Management
New York
$39.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCWA
126
Vanguard Capital Wealth Advisors
Colorado
$618K +$46.8K +3,491 +8%
Schroder Investment Management Group
127
Schroder Investment Management Group
United Kingdom
$612K +$221K +16,517 +57%
CCA
128
Checchi Capital Advisers
California
$598K +$13.3K +990 +2%
PP
129
PDS Planning
Ohio
$591K +$17.7K +1,321 +3%
DWM
130
Diversify Wealth Management
Utah
$590K +$590K +48,921 New
CL
131
Choreo LLC
Illinois
$574K +$574K +42,716 New
AWA
132
Aaron Wealth Advisors
Illinois
$558K +$49K +3,654 +10%
Chevy Chase Trust
133
Chevy Chase Trust
Maryland
$558K +$62.9K +4,692 +13%
GC
134
Guggenheim Capital
Illinois
$541K -$130K -9,724 -19%
GT
135
Glenmede Trust
Pennsylvania
$540K -$4.29K -320 -0.8%
CAPTRUST Financial Advisors
136
CAPTRUST Financial Advisors
North Carolina
$535K +$94.6K +7,051 +21%
HSBC Holdings
137
HSBC Holdings
United Kingdom
$535K +$203K +15,174 +61%
BS
138
Banco Santander
Spain
$529K -$48K -3,580 -8%
PWPS
139
Pinnacle Wealth Planning Services
Ohio
$528K -$255 -19 -0%
Lazard Asset Management
140
Lazard Asset Management
New York
$518K -$9.71K -725 -2%
CP
141
Covenant Partners
Tennessee
$500K – – –
RCM
142
RNC Capital Management
California
$499K -$8.72K -650 -2%
RJA
143
Raymond James & Associates
Florida
$498K -$54.8K -4,090 -10%
SRC
144
Sage Rhino Capital
California
$496K -$684 -51 -0.1%
Neuberger Berman Group
145
Neuberger Berman Group
New York
$495K +$53.9K +4,018 +12%
Russell Investments Group
146
Russell Investments Group
United Kingdom
$495K +$149K +11,129 +43%
VT
147
Vise Technologies
New York
$485K -$10.7K -797 -2%
CC
148
Callan Capital
California
$485K +$97.4K +7,264 +25%
IC
149
IEQ Capital
California
$483K +$71.6K +5,336 +17%
P
150
Pitcairn
Pennsylvania
$483K +$50.3K +3,751 +12%
4 5
6
7 8