SMFG icon

Sumitomo Mitsui Financial

247 hedge funds and large institutions have $1.24B invested in Sumitomo Mitsui Financial in 2018 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 67 increasing their positions, 104 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+12
Holders Change %
+5.11%
% of All Funds
5.51%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
53
Increased
67
Reduced
104
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IFWM
151
Institute for Wealth Management
Colorado
$114K +$114K +17,535 New
BRWA
152
B. Riley Wealth Advisors
Florida
$113K +$27.9K +4,269 +33%
PWPS
153
Pinnacle Wealth Planning Services
Ohio
$108K -$146K -22,343 -57%
Creative Planning
154
Creative Planning
Kansas
$108K +$40.9K +6,288 +61%
IWP
155
Icon Wealth Partners
Texas
$102K -$21.4K -3,276 -17%
SCM
156
Sterling Capital Management
North Carolina
$102K -$18.4K -2,830 -15%
AssetMark Inc
157
AssetMark Inc
California
$102K +$12.6K +1,932 +14%
RCAG
158
Rehmann Capital Advisory Group
Michigan
$93.8K -$113K -17,363 -55%
LC
159
Lindbrook Capital
California
$91K +$91K +14,131 New
AWM
160
Altium Wealth Management
New York
$90K -$31.6K -4,833 -26%
AIM
161
Axiom Investment Management
New York
$90K +$90K +13,809 New
PCP
162
Proficio Capital Partners
Massachusetts
$83K +$1.11K +170 +1%
CBT
163
Capital Bank & Trust
California
$83K +$38.1K +5,854 +85%
FHB
164
First Hawaiian Bank
Hawaii
$80K -$2.96K -453 -4%
RJFSA
165
Raymond James Financial Services Advisors
Florida
$78K -$56.7K -8,743 -42%
NFA
166
Nuveen Fund Advisors
Illinois
$78K -$9.77K -1,507 -11%
PNC
167
Park National Corp
Ohio
$78K
State Street
168
State Street
Massachusetts
$77K
Cambridge Investment Research Advisors
169
Cambridge Investment Research Advisors
Iowa
$68K -$9.69K -1,492 -12%
FB
170
Fulton Bank
Pennsylvania
$67K +$67K +10,252 New
Acadian Asset Management
171
Acadian Asset Management
Massachusetts
$63K +$63K +9,638 New
WAM
172
Wealthspire Advisors (Maryland)
Maryland
$56K -$11.5K -1,764 -17%
ZB
173
Zions Bancorporation
Utah
$56K +$6.08K +927 +12%
PCG
174
Private Capital Group
Connecticut
$50K -$17K -2,593 -25%
HNB
175
Huntington National Bank
Ohio
$47K -$511 -79 -1%