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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

201 hedge funds and large institutions have $750M invested in Sumitomo Mitsui Financial in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 81 increasing their positions, 66 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
-21
Holders Change %
-9.46%
% of All Funds
4.07%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
23
Increased
81
Reduced
66
Closed
41
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
+$184K

Top Buyers

1
CGH
Crossmark Global Holdings
Texas
$10.5M
2
AG
Aperio Group
California
$44.5M
3
Goldman Sachs
Goldman Sachs
New York
$40.9M
4
CIBC World Market
CIBC World Market
Ontario, Canada
$4.86M
5
BCI
Brinker Capital Investments
Pennsylvania
$2.01M

Top Sellers

1
TAM
Todd Asset Management
Kentucky
$0
2
LP
LMR Partners
United Kingdom
$27.9M
3
TRSOTSOK
Teachers Retirement System of the State of Kentucky
Kentucky
$0
4
Lazard Asset Management
Lazard Asset Management
New York
$73.6M
5
US Bancorp
US Bancorp
Minnesota
$8.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZB
151
Zions Bancorporation
Utah
$43K -$2.08K -372 -5%
EI
152
Ellevest Inc
New York
$35K +$12.4K +2,232 +55%
BCA
153
Berman Capital Advisors
Georgia
$33K +$535 +96 +2%
EFSCE
154
Enterprise Financial Services Corp (EFSC)
Missouri
$33K +$874 +155 +3%
Rockefeller Capital Management
155
Rockefeller Capital Management
New York
$33K +$6.1K +1,097 +23%
ASN
156
Advisory Services Network
Georgia
$28K +$28K +4,956 New
Axa
157
Axa
France
$26K +$26K +4,658 New
HCP
158
Hexagon Capital Partners
Arkansas
$25K +$25K +4,447 New
SPIA
159
Steward Partners Investment Advisory
New York
$24K -$3.62K -649 -13%
TAIM
160
TD Ameritrade Investment Management
Nebraska
$24K – – –
MHR
161
Matthew Hamilton Rosenberg
$21K – – –
PFGIA
162
Patriot Financial Group Insurance Agency
Massachusetts
$20K – – –
APA
163
American Portfolios Advisors
New York
$16.8K – – –
AF
164
Advisornet Financial
Minnesota
$15K +$15K +2,637 New
CCA
165
Column Capital Advisors
Indiana
$14K – – –
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$13K – – –
FRA
167
Front Row Advisors
California
$12K -$1.96K -333 -14%
ETI
168
Enterprise Trust & Investment
California
$12K – – –
JWM
169
Janiczek Wealth Management
Colorado
$11K +$9.55K +1,658 +658%
JFA
170
JNBA Financial Advisors
Minnesota
$9K – – –
SL
171
Savior LLC
Massachusetts
$9K – – –
CFA
172
Carroll Financial Associates
North Carolina
$8K – – –
NNP
173
Nachman Norwood & Parrott
South Carolina
$8K +$8K +1,520 New
VFA
174
Valeo Financial Advisors
Indiana
$7K -$5.36K -925 -43%
Fifth Third Bancorp
175
Fifth Third Bancorp
Ohio
$6K -$137K -25,497 -96%
5 6
7
8 9