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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

248 hedge funds and large institutions have $768M invested in Sumitomo Mitsui Financial in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 97 increasing their positions, 85 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+7
Holders Change %
+2.9%
% of All Funds
3.92%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
29
Increased
97
Reduced
85
Closed
18
Calls
$28K
Puts
$408K
Net Calls
-$380K
Net Calls Change
+$22K

Top Buyers

1
Invesco
1
Invesco
Georgia
$26.1M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$16M
3
Wells Fargo
3
Wells Fargo
California
$36.3M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$8.02M
5
Citadel Advisors
5
Citadel Advisors
Florida
$7.35M

Top Sellers

1
WHG
1
Westwood Holdings Group
Texas
$748K
2
Citigroup
2
Citigroup
New York
$111K
3
Goldman Sachs
3
Goldman Sachs
New York
$51.2M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$0
5
CM
5
Castleark Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
151
KeyBank National Association
Ohio
$139K +$72.5K +11,588 +109%
TSS
152
Two Sigma Securities
New York
$137K +$52.3K +8,327 +62%
Boston Partners
153
Boston Partners
Massachusetts
$136K +$59.1K +9,393 +77%
HighTower Advisors
154
HighTower Advisors
Illinois
$128K +$1.97K +313 +2%
RCAG
155
Rehmann Capital Advisory Group
Michigan
$127K -$24.7K -3,943 -16%
ECM
156
Evergreen Capital Management
Washington
$127K +$7.8K +1,240 +7%
IA
157
Inspire Advisors
Idaho
$124K +$42.6K +6,789 +52%
GCP
158
GSA Capital Partners
United Kingdom
$122K +$122K +19,500 New
TPCW
159
TD Private Client Wealth
New York
$121K +$63.1K +10,063 +108%
EWA
160
EP Wealth Advisors
California
$120K +$17K +2,713 +17%
IWP
161
Icon Wealth Partners
Texas
$120K +$120K +19,133 New
SI
162
Stephens Inc
Arkansas
$117K -$33.8K -5,385 -22%
Citigroup
163
Citigroup
New York
$111K -$14.6M -2,315,060 -99%
IA
164
IFP Advisors
Florida
$107K +$106K +12,410 +12,535%
FOA
165
Five Oceans Advisors
California
$103K +$103K +16,425 New
CAPTRUST Financial Advisors
166
CAPTRUST Financial Advisors
North Carolina
$101K +$44.2K +7,025 +78%
BP
167
Ballentine Partners
Massachusetts
$100K -$4.74K -760 -5%
Prudential Financial
168
Prudential Financial
New Jersey
$100K +$15.4K +2,431 +18%
HW
169
Hancock Whitney
Mississippi
$97K -$32.1K -5,119 -25%
PMA
170
Prudent Man Advisors
Illinois
$97K – – –
DIA
171
Dana Investment Advisors
Wisconsin
$94K – – –
II
172
Inspire Investing
Idaho
$92K -$5.18K -829 -5%
CPA
173
Capital Planning Advisors
California
$91K +$91K +14,575 New
PP
174
PDS Planning
Ohio
$90K -$18.9K -3,016 -17%
MGWM
175
Marks Group Wealth Management
Minnesota
$90K – – –
5 6
7
8 9