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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

346 hedge funds and large institutions have $1.49B invested in Sumitomo Mitsui Financial in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 149 increasing their positions, 100 reducing their positions, and 28 closing their positions.

Holders
346
Holders Change
+14
Holders Change %
+4.22%
% of All Funds
4.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
48
Increased
149
Reduced
100
Closed
28
Calls
$50.6M
Puts
$395K
Net Calls
+$50.2M
Net Calls Change
+$5.56M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$343M
2
Northern Trust
2
Northern Trust
Illinois
$72.9M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$92.5M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$121M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$10.8M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$5.93M
2
Wells Fargo
2
Wells Fargo
California
$30.2M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$14.7M
4
Invesco
4
Invesco
Georgia
$14.7M
5
CIBC Asset Management
5
CIBC Asset Management
Ontario, Canada
$2.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
126
AdvisorShares Investments
Maryland
$585K -$86.1K -5,940 -13%
Citigroup
127
Citigroup
New York
$582K +$86.6K +5,974 +17%
TAIM
128
Te Ahumairangi Investment Management
New Zealand
$575K -$686K -47,294 -54%
VSQM
129
V-Square Quantitative Management
Illinois
$574K +$133K +9,224 +30%
AI
130
Atria Investments
North Carolina
$570K -$185K -12,755 -24%
Lazard Asset Management
131
Lazard Asset Management
New York
$563K -$12.5K -866 -2%
SGI
132
Summit Global Investments
Utah
$560K +$560K +38,656 New
WHG
133
Westwood Holdings Group
Texas
$560K -$59.9K -4,137 -10%
CP
134
Covenant Partners
Tennessee
$540K – – –
SRC
135
Sage Rhino Capital
California
$528K -$10.2K -705 -2%
RCM
136
RNC Capital Management
California
$525K -$14.4K -995 -3%
BS
137
Banco Santander
Spain
$521K -$49.7K -3,430 -9%
SIA
138
Schechter Investment Advisors
Michigan
$509K -$3.8K -262 -0.7%
IC
139
Iconiq Capital
California
$508K +$283K +19,556 +126%
GI
140
Gradient Investments
Minnesota
$500K -$194K -13,390 -28%
CHP
141
Cable Hill Partners
Oregon
$495K -$4.99K -344 -1%
P
142
Pitcairn
Pennsylvania
$495K +$12.7K +876 +3%
Chevy Chase Trust
143
Chevy Chase Trust
Maryland
$484K -$39.6K -2,736 -8%
IWC
144
Integrated Wealth Concepts
Massachusetts
$480K +$19.6K +1,354 +4%
MG
145
Mather Group
Illinois
$474K – – –
KAS
146
Kestra Advisory Services
Texas
$465K +$227K +15,655 +95%
SA
147
Sanctuary Advisors
Indiana
$456K +$26.9K +1,772 +6%
PWPS
148
Pinnacle Wealth Planning Services
Ohio
$455K -$120K -8,263 -21%
ACA
149
Atlas Capital Advisors
Wyoming
$449K -$7.09K -489 -2%
Envestnet Portfolio Solutions
150
Envestnet Portfolio Solutions
Illinois
$446K +$116K +8,018 +35%
4 5
6
7 8