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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

310 hedge funds and large institutions have $1.12B invested in Sumitomo Mitsui Financial in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 131 increasing their positions, 93 reducing their positions, and 38 closing their positions.

Holders
310
Holders Change
+4
Holders Change %
+1.31%
% of All Funds
4.49%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
46
Increased
131
Reduced
93
Closed
38
Calls
$295K
Puts
$377K
Net Calls
-$82K
Net Calls Change
-$1.38M

Top Buyers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$49.7M
2
CAC
2
Cowen and Company
New York
$33M
3
Citadel Advisors
3
Citadel Advisors
Florida
$7.94M
4
B
4
Bailard
California
$5.59M
5
SW
5
Simplicity Wealth
New Jersey
$5.36M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$143M
2
Jane Street
2
Jane Street
New York
$1.13M
3
CCM
3
Causeway Capital Management
California
$240K
4
CIM
4
Cowen Investment Management
New York
$38.9M
5
XC
5
XY Capital
Hong Kong
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
151
Barometer Capital Management
Ontario, Canada
$380K +$236K +20,854 +164%
JFG
152
Jefferies Financial Group
New York
$373K +$47K +3,995 +14%
IC
153
IEQ Capital
California
$361K +$61.8K +5,250 +21%
SW
154
SVB Wealth
Massachusetts
$353K -$4.96K -421 -1%
VSQM
155
V-Square Quantitative Management
Illinois
$348K – – –
GCM
156
Gallacher Capital Management
Colorado
$346K -$4.46K -379 -1%
NA
157
NewEdge Advisors
Louisiana
$345K +$16.7K +1,418 +5%
Schroder Investment Management Group
158
Schroder Investment Management Group
United Kingdom
$343K -$824 -70 -0.2%
CC
159
Callan Capital
California
$340K +$172K +14,642 +103%
PSP
160
Principal Street Partners
Tennessee
$338K – – –
UB
161
UMB Bank
Missouri
$334K – – –
CHP
162
Cable Hill Partners
Oregon
$333K – – –
ACA
163
Atlas Capital Advisors
Wyoming
$322K -$7.52K -639 -2%
MG
164
Mather Group
Illinois
$317K +$794 +82 +0.3%
LI
165
Louisbourg Investments
New Brunswick, Canada
$314K – – –
TW
166
Traveka Wealth
California
$314K +$13K +1,107 +4%
Russell Investments Group
167
Russell Investments Group
United Kingdom
$303K +$84.6K +7,192 +39%
HSBC Holdings
168
HSBC Holdings
United Kingdom
$291K +$8.85K +752 +3%
FTUS
169
Flow Traders U.S.
New York
$279K -$333K -28,322 -54%
RJFSA
170
Raymond James Financial Services Advisors
Florida
$277K -$102K -8,680 -27%
Rockefeller Capital Management
171
Rockefeller Capital Management
New York
$276K +$276K +23,484 New
Citigroup
172
Citigroup
New York
$274K +$86.1K +7,315 +46%
Pzena Investment Management
173
Pzena Investment Management
New York
$268K -$4.89K -415 -2%
Capstone Investment Advisors
174
Capstone Investment Advisors
New York
$259K +$259K +22,036 New
SCP
175
Sivia Capital Partners
California
$255K +$8.58K +729 +3%
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7
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