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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

265 hedge funds and large institutions have $937M invested in Sumitomo Mitsui Financial in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 120 increasing their positions, 77 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
–
Holders Change %
0%
% of All Funds
4.18%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
28
Increased
120
Reduced
77
Closed
28
Calls
$1.15M
Puts
$136K
Net Calls
+$1.02M
Net Calls Change
+$132K

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
$64.6M
2
Natixis Advisors
Natixis Advisors
Massachusetts
$18.4M
3
Citadel Advisors
Citadel Advisors
Florida
$9.15M
4
Invesco
Invesco
Georgia
$33.3M
5
Goldman Sachs
Goldman Sachs
New York
$102M

Top Sellers

1
SC
Samlyn Capital
New York
$0
2
Marshall Wace
Marshall Wace
United Kingdom
$11.1M
3
CIM
Cowen Investment Management
New York
$38.3M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$3.76M
5
XC
XY Capital
Hong Kong
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FOA
151
Five Oceans Advisors
California
$210K – – –
JFG
152
Jefferies Financial Group
New York
$209K +$209K +24,332 New
DC
153
Davenport & Co
Virginia
$205K -$2.3K -267 -1%
Pzena Investment Management
154
Pzena Investment Management
New York
$203K – – –
RCAG
155
Rehmann Capital Advisory Group
Michigan
$198K +$48.3K +5,620 +32%
EL
156
EWA LLC
Pennsylvania
$188K +$224 +26 +0.1%
AA
157
AlphaQ Advisors
Florida
$186K -$4.73K -550 -2%
Rockefeller Capital Management
158
Rockefeller Capital Management
New York
$177K +$19.8K +2,307 +13%
ASN
159
Advisory Services Network
Georgia
$176K +$172K +19,970 +4,010%
NRC
160
New Republic Capital
North Carolina
$171K +$13.1K +1,522 +8%
WRPWM
161
Werba Rubin Papier Wealth Management
California
$170K +$2.41K +280 +1%
PMA
162
Prudent Man Advisors
Illinois
$168K – – –
Fisher Asset Management
163
Fisher Asset Management
Washington
$165K – – –
Prudential Financial
164
Prudential Financial
New Jersey
$165K +$48.2K +5,604 +41%
CQS
165
Credential Qtrade Securities
$164K -$6.28K -730 -4%
KAS
166
Kestra Advisory Services
Texas
$164K -$11.6K -1,347 -7%
VFA
167
Valeo Financial Advisors
Indiana
$159K +$13.2K +1,533 +9%
CAN
168
Cetera Advisor Networks
California
$155K +$3.72K +432 +2%
SI
169
Stephens Inc
Arkansas
$151K -$17.7K -2,053 -10%
GT
170
Glenmede Trust
Pennsylvania
$149K – – –
Susquehanna International Group
171
Susquehanna International Group
Pennsylvania
$147K -$934K -108,622 -86%
WFI
172
West Family Investments
California
$143K -$13.2K -1,540 -8%
P
173
Pitcairn
Pennsylvania
$139K +$29.5K +3,430 +27%
DWM
174
Drive Wealth Management
Utah
$135K +$16.1K +1,834 +14%
VAS
175
Vestmark Advisory Solutions
Massachusetts
$128K -$5.44K -633 -4%
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