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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

225 hedge funds and large institutions have $862M invested in Sumitomo Mitsui Financial in 2021 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 94 increasing their positions, 67 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
-4
Holders Change %
-1.75%
% of All Funds
3.93%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
22
Increased
94
Reduced
67
Closed
23
Calls
$298K
Puts
$1.13M
Net Calls
-$833K
Net Calls Change
-$5.61M

Top Buyers

1
WHG
1
Westwood Holdings Group
Texas
$18.2M
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$7.12M
3
Morgan Stanley
3
Morgan Stanley
New York
$58.8M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$36.5M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$4.35M

Top Sellers

1
LP
1
LMR Partners
United Kingdom
$6.12M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$36.1M
3
Northern Trust
3
Northern Trust
Illinois
$41.6M
4
Goldman Sachs
4
Goldman Sachs
New York
$41.9M
5
Citigroup
5
Citigroup
New York
$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
KP
151
Keel Point
Alabama
$85K -$11.1K -1,606 -12%
CGL
152
Clarius Group LLC
Washington
$85K +$6.94K +1,001 +9%
Thrivent Financial for Lutherans
153
Thrivent Financial for Lutherans
Minnesota
$85K +$11.3K +1,649 +15%
OL
154
Optas LLC
Texas
$84K +$2.1K +308 +3%
Boston Partners
155
Boston Partners
Massachusetts
$84K +$9.52K +1,386 +13%
KMWM
156
Keudell/Morrison Wealth Management
Oregon
$81K +$81K +11,692 New
SFA
157
Sequoia Financial Advisors
Ohio
$78K +$823 +119 +1%
IA
158
Inspire Advisors
Idaho
$78K +$4.03K +584 +5%
MCM
159
MAI Capital Management
Ohio
$76K -$1.78K -257 -2%
Cetera Investment Advisers
160
Cetera Investment Advisers
Illinois
$74K +$74K +10,720 New
TSS
161
Two Sigma Securities
New York
$72K -$66.7K -9,609 -48%
PMAS
162
PNC Managed Account Solutions
Texas
$72K +$72K +10,441 New
PGFC
163
Peapack-Gladstone Financial Corp
New Jersey
$71K +$364 +53 +0.5%
Simplex Trading
164
Simplex Trading
Illinois
$67K -$225 -33 -0.3%
SPIA
165
Steward Partners Investment Advisory
New York
$65K – – –
Bessemer Group
166
Bessemer Group
New Jersey
$64K +$17.3K +2,492 +37%
Deutsche Bank
167
Deutsche Bank
Germany
$58K -$22.6K -3,300 -28%
JWM
168
Janiczek Wealth Management
Colorado
$44K -$7.1K -1,025 -14%
EFSCE
169
Enterprise Financial Services Corp (EFSC)
Missouri
$44K -$905 -130 -2%
BCA
170
Berman Capital Advisors
Georgia
$43K – – –
Rockefeller Capital Management
171
Rockefeller Capital Management
New York
$41K +$6.54K +964 +19%
ZB
172
Zions Bancorporation
Utah
$31K -$964 -138 -3%
HCP
173
Hexagon Capital Partners
Arkansas
$31K – – –
AssetMark Inc
174
AssetMark Inc
California
$27K -$440 -65 -2%
MHR
175
Matthew Hamilton Rosenberg
$26K – – –
5 6
7
8 9