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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

222 hedge funds and large institutions have $769M invested in Sumitomo Mitsui Financial in 2020 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 73 increasing their positions, 86 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
+3
Holders Change %
+1.37%
% of All Funds
4.56%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
37
Increased
73
Reduced
86
Closed
32
Calls
$3K
Puts
$183K
Net Calls
-$180K
Net Calls Change
-$58K

Top Buyers

1
NMC
Nine Masts Capital
Hong Kong
$26.5M
2
AG
Aperio Group
California
$41.1M
3
Citigroup
Citigroup
New York
$18M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$14.3M
5
PPA
Parametric Portfolio Associates
Washington
$51.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$30M
2
LP
LMR Partners
United Kingdom
$36.4M
3
Fisher Asset Management
Fisher Asset Management
Washington
$1.3M
4
Morgan Stanley
Morgan Stanley
New York
$44.8M
5
CS
Credit Suisse
Switzerland
$1.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
176
Liberty Wealth Management
California
$19K -$9.63K -1,749 -34%
APA
177
American Portfolios Advisors
New York
$16.8K +$1.24K +220 +8%
CCA
178
Column Capital Advisors
Indiana
$14K -$5.5K -1,015 -28%
HNB
179
Huntington National Bank
Ohio
$14K -$1.52K -275 -10%
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$13K – – –
FRA
181
Front Row Advisors
California
$13K – – –
PA
182
Procyon Advisors
Connecticut
$13K +$68 +12 +0.5%
LWM
183
Lenox Wealth Management
Ohio
$13K +$936 +177 +8%
ETI
184
Enterprise Trust & Investment
California
$12K – – –
VFA
185
Valeo Financial Advisors
Indiana
$12K +$574 +102 +5%
FHA
186
Flagship Harbor Advisors
Massachusetts
$12K +$12K +2,186 New
JFA
187
JNBA Financial Advisors
Minnesota
$10K – – –
WT
188
Whittier Trust
California
$10K – – –
SL
189
Savior LLC
Massachusetts
$9K -$1.17K -202 -12%
CFA
190
Carroll Financial Associates
North Carolina
$8K – – –
CAN
191
Cetera Advisor Networks
California
$8K +$8K +1,505 New
GRP
192
Global Retirement Partners
California
$7K -$7.28K -1,385 -51%
FCA
193
FinTrust Capital Advisors
South Carolina
$7K -$5.68K -943 -45%
WT
194
Washington Trust
Rhode Island
$6K -$764 -140 -11%
ME
195
McIlrath & Eck
Washington
$6K – – –
SFS
196
Sowell Financial Services
Arkansas
$5K – – –
FMII
197
Farmers & Merchants Investments Inc
Nebraska
$4K – – –
EWP
198
Engrave Wealth Partners
Texas
$4K – – –
FHA
199
First Horizon Advisors
Tennessee
$3K -$2.23K -469 -43%
GAM
200
Gemmer Asset Management
California
$3K -$1.93K -383 -39%
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