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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

323 hedge funds and large institutions have $1.58B invested in Sumitomo Mitsui Financial in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 138 increasing their positions, 103 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
+13
Holders Change %
+4.19%
% of All Funds
4.7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
42
Increased
138
Reduced
103
Closed
26
Calls
$47.8M
Puts
$89K
Net Calls
+$47.7M
Net Calls Change
+$47.7M

Top Buyers

1
GAM
Groupama Asset Management
France
$301M
2
Morgan Stanley
Morgan Stanley
New York
$181M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$8.26M
4
Goldman Sachs
Goldman Sachs
New York
$152M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$5.37M

Top Sellers

1
Invesco
Invesco
Georgia
$16.9M
2
B
Bailard
California
$0
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$7.61M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$1.78M
5
Millennium Management
Millennium Management
New York
$39.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHP
151
Cable Hill Partners
Oregon
$472K +$14.3K +1,065 +3%
SIA
152
Schechter Investment Advisors
Michigan
$471K +$20.7K +1,546 +5%
Allspring Global Investments
153
Allspring Global Investments
North Carolina
$464K +$212K +15,812 +84%
CGA
154
Channing Global Advisors
Florida
$442K -$241 -18 -0.1%
GA
155
Gateway Advisory
New Jersey
$435K -$33.1K -2,471 -7%
Capstone Investment Advisors
156
Capstone Investment Advisors
New York
$431K +$136K +10,138 +46%
Citigroup
157
Citigroup
New York
$431K +$119K +8,864 +38%
IWC
158
Integrated Wealth Concepts
Massachusetts
$426K -$42.8K -3,188 -9%
JFG
159
Jefferies Financial Group
New York
$425K – – –
ACA
160
Atlas Capital Advisors
Wyoming
$424K +$56.8K +4,233 +15%
P
161
&Partners
Tennessee
$410K +$410K +30,610 New
VSQM
162
V-Square Quantitative Management
Illinois
$410K – – –
Rockefeller Capital Management
163
Rockefeller Capital Management
New York
$407K +$94.1K +7,065 +30%
PSP
164
Principal Street Partners
Tennessee
$391K – – –
Truist Financial
165
Truist Financial
North Carolina
$390K -$95.1K -7,088 -20%
BCM
166
Barometer Capital Management
Ontario, Canada
$390K -$60.3K -4,500 -13%
GCM
167
Gallacher Capital Management
Colorado
$387K -$6.71K -500 -2%
MG
168
Mather Group
Illinois
$385K -$965 -82 -0.3%
UB
169
UMB Bank
Missouri
$380K -$805 -60 -0.2%
TW
170
Traveka Wealth
California
$369K +$11.5K +859 +3%
LI
171
Louisbourg Investments
New Brunswick, Canada
$357K – – –
WFI
172
West Family Investments
California
$344K +$59.9K +4,470 +21%
SW
173
SVB Wealth
Massachusetts
$342K -$60.4K -4,502 -15%
NA
174
NewEdge Advisors
Louisiana
$327K -$66K -4,920 -17%
BA
175
Bridgewater Advisors
New York
$324K +$324K +23,785 New
5 6
7
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