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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

265 hedge funds and large institutions have $873M invested in Sumitomo Mitsui Financial in 2023 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 97 increasing their positions, 101 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+6
Holders Change %
+2.32%
% of All Funds
4.24%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
39
Increased
97
Reduced
101
Closed
29
Calls
$1.16M
Puts
$277K
Net Calls
+$886K
Net Calls Change
+$668K

Top Buyers

1
Marshall Wace
Marshall Wace
United Kingdom
$28.8M
2
SC
Samlyn Capital
New York
$20.1M
3
Goldman Sachs
Goldman Sachs
New York
$90.3M
4
Federated Hermes
Federated Hermes
Pennsylvania
$8.18M
5
UBS Group
UBS Group
Switzerland
$6.53M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
$41.5M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$6.78M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
Jane Street
Jane Street
New York
$7.01M
5
Morgan Stanley
Morgan Stanley
New York
$95.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
151
Private Advisor Group
New Jersey
$201K +$17.2K +2,156 +9%
HSBC Holdings
152
HSBC Holdings
United Kingdom
$198K +$198K +24,800 New
FOA
153
Five Oceans Advisors
California
$195K – – –
DC
154
Davenport & Co
Virginia
$193K -$16.9K -2,110 -8%
Pzena Investment Management
155
Pzena Investment Management
New York
$189K -$28K -3,500 -13%
State Street
156
State Street
Massachusetts
$183K +$38.4K +4,803 +27%
EL
157
EWA LLC
Pennsylvania
$183K +$183K +21,778 New
AA
158
AlphaQ Advisors
Florida
$178K -$8.16K -1,020 -4%
FA
159
FDx Advisors
Illinois
$169K – – –
KAS
160
Kestra Advisory Services
Texas
$163K -$154K -19,292 -49%
CQS
161
Credential Qtrade Securities
$158K -$91.7K -11,462 -37%
SI
162
Stephens Inc
Arkansas
$156K -$25.9K -3,242 -14%
PMA
163
Prudent Man Advisors
Illinois
$156K – – –
WRPWM
164
Werba Rubin Papier Wealth Management
California
$156K -$8.09K -1,011 -5%
Fisher Asset Management
165
Fisher Asset Management
Washington
$154K -$34.9K -4,363 -18%
GT
166
Glenmede Trust
Pennsylvania
$149K +$28K +3,502 +23%
BP
167
Ballentine Partners
Massachusetts
$148K +$24 +3 +0%
NRC
168
New Republic Capital
North Carolina
$146K +$10.8K +1,352 +8%
Rockefeller Capital Management
169
Rockefeller Capital Management
New York
$146K +$6.42K +806 +5%
WFI
170
West Family Investments
California
$145K -$21.4K -2,675 -13%
CA
171
Cetera Advisors
Colorado
$144K +$144K +17,955 New
CAN
172
Cetera Advisor Networks
California
$140K -$23.8K -2,978 -15%
RCAG
173
Rehmann Capital Advisory Group
Michigan
$139K -$4.76K -595 -3%
VFA
174
Valeo Financial Advisors
Indiana
$136K +$39.2K +4,899 +40%
OMC
175
Old Mission Capital
Illinois
$135K -$2.24M -279,682 -94%
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