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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

332 hedge funds and large institutions have $1.16B invested in Sumitomo Mitsui Financial in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 144 increasing their positions, 104 reducing their positions, and 32 closing their positions.

Holders
332
Holders Change
+9
Holders Change %
+2.79%
% of All Funds
4.8%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
43
Increased
144
Reduced
104
Closed
32
Calls
$44.7M
Puts
$115K
Net Calls
+$44.6M
Net Calls Change
-$3.06M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$206M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$63.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$17.3M
4
Bank of America
4
Bank of America
North Carolina
$20.8M
5
BIMC
5
Benson Investment Management Company
Virginia
$5.18M

Top Sellers

1
GAM
1
Groupama Asset Management
France
$0
2
CIM
2
Cowen Investment Management
New York
$0
3
Millennium Management
3
Millennium Management
New York
$212K
4
CAC
4
Cowen and Company
New York
$19.7M
5
Wells Fargo
5
Wells Fargo
California
$41.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
151
Integrated Wealth Concepts
Massachusetts
$401K +$76 +6 +0%
ACA
152
Atlas Capital Advisors
Wyoming
$397K -$1.95K -154 -0.5%
PSP
153
Principal Street Partners
Tennessee
$391K – – –
CIP
154
Capital Insight Partners
Arizona
$388K +$388K +30,742 New
VSQM
155
V-Square Quantitative Management
Illinois
$386K – – –
BCM
156
Barometer Capital Management
Ontario, Canada
$367K – – –
Qube Research & Technologies (QRT)
157
Qube Research & Technologies (QRT)
United Kingdom
$362K -$1.55M -122,751 -81%
SCM
158
Shelton Capital Management
Colorado
$361K +$361K +28,607 New
Truist Financial
159
Truist Financial
North Carolina
$360K -$7.31K -579 -2%
GCM
160
Gallacher Capital Management
Colorado
$360K -$5.09K -403 -1%
UB
161
UMB Bank
Missouri
$354K -$3.85K -305 -1%
TW
162
Traveka Wealth
California
$348K +$126 +10 +0%
Squarepoint
163
Squarepoint
New York
$347K +$347K +27,451 New
Schroder Investment Management Group
164
Schroder Investment Management Group
United Kingdom
$341K -$204K -17,106 -37%
WFI
165
West Family Investments
California
$340K +$15.4K +1,220 +5%
LI
166
Louisbourg Investments
New Brunswick, Canada
$337K – – –
William Blair & Company
167
William Blair & Company
Illinois
$330K +$330K +26,146 New
NWAG
168
Net Worth Advisory Group
Utah
$320K +$320K +25,351 New
WPW
169
Waldron Private Wealth
Pennsylvania
$309K +$309K +38,868 New
PAG
170
Private Advisor Group
New Jersey
$307K +$15.6K +1,238 +5%
EL
171
EWA LLC
Pennsylvania
$306K -$672 -47 -0.2%
BA
172
Bridgewater Advisors
New York
$304K +$1.03K +81 +0.3%
FOA
173
Five Oceans Advisors
California
$289K – – –
Envestnet Portfolio Solutions
174
Envestnet Portfolio Solutions
Illinois
$288K +$44.6K +3,530 +18%
SI
175
Seeds Investor
New York
$283K +$21.3K +1,688 +8%
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7
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