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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

201 hedge funds and large institutions have $750M invested in Sumitomo Mitsui Financial in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 81 increasing their positions, 66 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
-21
Holders Change %
-9.46%
% of All Funds
4.07%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
23
Increased
81
Reduced
66
Closed
41
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
+$184K

Top Buyers

1
CGH
Crossmark Global Holdings
Texas
$10.5M
2
AG
Aperio Group
California
$44.5M
3
Goldman Sachs
Goldman Sachs
New York
$40.9M
4
CIBC World Market
CIBC World Market
Ontario, Canada
$4.86M
5
BCI
Brinker Capital Investments
Pennsylvania
$2.01M

Top Sellers

1
TAM
Todd Asset Management
Kentucky
$0
2
LP
LMR Partners
United Kingdom
$27.9M
3
TRSOTSOK
Teachers Retirement System of the State of Kentucky
Kentucky
$0
4
Lazard Asset Management
Lazard Asset Management
New York
$73.6M
5
US Bancorp
US Bancorp
Minnesota
$8.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
176
Washington Trust
Rhode Island
$6K -$180 -32 -3%
ME
177
McIlrath & Eck
Washington
$6K – – –
Northwestern Mutual Wealth Management
178
Northwestern Mutual Wealth Management
Wisconsin
$6K +$6K +1,139 New
SFS
179
Sowell Financial Services
Arkansas
$5K – – –
GAM
180
Gemmer Asset Management
California
$5K +$1.8K +335 +56%
CFD
181
Creative Financial Designs
Indiana
$4K +$3.14K +576 +362%
FHC
182
First Horizon Corporation
Tennessee
$4K +$4K +771 New
BlackRock
183
BlackRock
New York
$4K +$4K +789 New
ABC
184
Associated Banc-Corp
Wisconsin
$3K – – –
HWA
185
HHM Wealth Advisors
Tennessee
$3K – – –
GWS
186
Glassman Wealth Services
Virginia
$3K +$1.61K +299 +115%
DAM
187
Delta Asset Management
Tennessee
$2K – – –
LWA
188
Lenox Wealth Advisors
New York
$2K – – –
WB
189
West Bancorporation
Iowa
$2K – – –
CA
190
Crewe Advisors
Utah
$2K +$2K +304 New
PB
191
Pinnacle Bancorp
Nebraska
$1K -$75K -6,077 -99%
FHA
192
Flagship Harbor Advisors
Massachusetts
$1K -$9.88K -1,985 -91%
EW
193
Evoke Wealth
California
$1K -$16 -4 -2%
BWM
194
BerganKDV Wealth Management
Minnesota
$1K – – –
RG
195
Retirement Group
California
$1K – – –
FCA
196
FinTrust Capital Advisors
South Carolina
$6 – – –
TAM
197
Todd Asset Management
Kentucky
– -$8.19M -1,457,992 Closed
TRSOTSOK
198
Teachers Retirement System of the State of Kentucky
Kentucky
– -$5.08M -903,300 Closed
AIA
199
Avalon Investment & Advisory
Texas
– -$1.44M -256,237 Closed
CS
200
Credit Suisse
Switzerland
– -$1.43M -254,860 Closed
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