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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

332 hedge funds and large institutions have $1.16B invested in Sumitomo Mitsui Financial in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 144 increasing their positions, 104 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
+9
Holders Change %
+2.79%
% of All Funds
4.8%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
43
Increased
144
Reduced
104
Closed
32
Calls
$44.7M
Puts
$115K
Net Calls
+$44.6M
Net Calls Change
-$3.06M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$206M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$63.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$17.3M
4
Bank of America
4
Bank of America
North Carolina
$20.8M
5
BIMC
5
Benson Investment Management Company
Virginia
$5.18M

Top Sellers

1
GAM
1
Groupama Asset Management
France
$0
2
CIM
2
Cowen Investment Management
New York
$0
3
Millennium Management
3
Millennium Management
New York
$212K
4
CAC
4
Cowen and Company
New York
$19.7M
5
Wells Fargo
5
Wells Fargo
California
$41.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
126
CAPTRUST Financial Advisors
North Carolina
$556K +$51.7K +4,091 +10%
GT
127
Glenmede Trust
Pennsylvania
$543K +$34.7K +2,750 +7%
WHG
128
Westwood Holdings Group
Texas
$540K -$64.3K -5,089 -11%
Susquehanna International Group
129
Susquehanna International Group
Pennsylvania
$534K -$62.7K -4,965 -11%
RJA
130
Raymond James & Associates
Florida
$530K +$60.6K +4,799 +13%
Neuberger Berman Group
131
Neuberger Berman Group
New York
$529K +$62.1K +4,917 +13%
BTI
132
Blue Trust Inc
Georgia
$516K +$302K +22,507 +141%
QT
133
Quantbot Technologies
New York
$513K +$513K +40,631 New
Lazard Asset Management
134
Lazard Asset Management
New York
$502K +$13.6K +1,081 +3%
PWPS
135
Pinnacle Wealth Planning Services
Ohio
$501K +$3.69K +292 +0.7%
RCM
136
RNC Capital Management
California
$499K – – –
BS
137
Banco Santander
Spain
$498K – – –
IC
138
IEQ Capital
California
$479K +$23.9K +1,889 +5%
CP
139
Covenant Partners
Tennessee
$471K – – –
SRC
140
Sage Rhino Capital
California
$469K +$2.2K +174 +0.5%
VCWA
141
Vanguard Capital Wealth Advisors
Colorado
$462K -$120K -9,513 -21%
Chevy Chase Trust
142
Chevy Chase Trust
Maryland
$456K -$69.4K -5,496 -13%
SIA
143
Schechter Investment Advisors
Michigan
$447K +$2.78K +220 +0.6%
CHP
144
Cable Hill Partners
Oregon
$436K -$8.53K -675 -2%
Citigroup
145
Citigroup
New York
$432K +$26.2K +2,078 +6%
RWA
146
Redhawk Wealth Advisors
Minnesota
$424K +$424K +33,537 New
P
147
Pitcairn
Pennsylvania
$420K -$35K -2,774 -8%
GA
148
Gateway Advisory
New Jersey
$414K +$4.81K +381 +1%
MG
149
Mather Group
Illinois
$413K +$392 +31 +0.1%
SA
150
Sanctuary Advisors
Indiana
$403K +$121K +8,488 +43%
4 5
6
7 8