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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

272 hedge funds and large institutions have $985M invested in Sumitomo Mitsui Financial in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 107 increasing their positions, 97 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
+7
Holders Change %
+2.64%
% of All Funds
4.34%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
30
Increased
107
Reduced
97
Closed
22
Calls
$13.6M
Puts
$140K
Net Calls
+$13.5M
Net Calls Change
+$12.5M

Top Buyers

1
CFM
Capricorn Fund Managers
United Kingdom
$9.07M
2
XC
XY Capital
Hong Kong
$6.68M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$68.6M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$7.78M
5
AHC
Anderson Hoagland & Co
Missouri
$8.16M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
$49M
2
CAC
Cowen and Company
New York
$0
3
Marshall Wace
Marshall Wace
United Kingdom
$139K
4
Jane Street
Jane Street
New York
$2.26M
5
Citadel Advisors
Citadel Advisors
Florida
$2.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
151
Cetera Investment Advisers
Illinois
$291K -$5.44K -552 -2%
DC
152
Davenport & Co
Virginia
$290K +$55.3K +5,615 +24%
ACA
153
Atlas Capital Advisors
Wyoming
$276K – – –
ASN
154
Advisory Services Network
Georgia
$275K +$73.5K +7,466 +36%
JFG
155
Jefferies Financial Group
New York
$272K +$32.8K +3,331 +14%
GT
156
Glenmede Trust
Pennsylvania
$266K +$82.4K +8,361 +45%
HSBC Holdings
157
HSBC Holdings
United Kingdom
$242K -$2.47K -251 -1%
FOA
158
Five Oceans Advisors
California
$241K – – –
RCAG
159
Rehmann Capital Advisory Group
Michigan
$233K +$5.83K +592 +3%
SWS
160
SYSTM Wealth Solutions
Illinois
$231K -$67.8K -6,884 -23%
Pzena Investment Management
161
Pzena Investment Management
New York
$228K -$4.93K -500 -2%
Envestnet Portfolio Solutions
162
Envestnet Portfolio Solutions
Illinois
$223K +$223K +22,616 New
WRPWM
163
Werba Rubin Papier Wealth Management
California
$220K +$25.1K +2,548 +13%
SFO
164
Stokes Family Office
Louisiana
$218K +$218K +22,181 New
ACM
165
Aquatic Capital Management
Illinois
$208K +$208K +21,100 New
EL
166
EWA LLC
Pennsylvania
$207K +$4.85K +524 +2%
DIA
167
Dana Investment Advisors
Wisconsin
$202K +$202K +20,519 New
Barclays
168
Barclays
United Kingdom
$197K +$197K +20,000 New
AA
169
AlphaQ Advisors
Florida
$196K -$17.7K -1,800 -8%
KAS
170
Kestra Advisory Services
Texas
$192K +$5.04K +512 +3%
Fisher Asset Management
171
Fisher Asset Management
Washington
$191K +$1.75K +178 +0.9%
Prudential Financial
172
Prudential Financial
New Jersey
$191K +$1.87K +190 +1%
IC
173
IEQ Capital
California
$189K +$42.9K +4,358 +29%
CAN
174
Cetera Advisor Networks
California
$187K +$10.3K +1,043 +6%
PMA
175
Prudent Man Advisors
Illinois
$186K -$6.33K -643 -3%
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