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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

225 hedge funds and large institutions have $862M invested in Sumitomo Mitsui Financial in 2021 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 94 increasing their positions, 67 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
-4
Holders Change %
-1.75%
% of All Funds
3.93%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
22
Increased
94
Reduced
67
Closed
23
Calls
$298K
Puts
$1.13M
Net Calls
-$833K
Net Calls Change
-$5.61M

Top Buyers

1
WHG
1
Westwood Holdings Group
Texas
$18.2M
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$7.12M
3
Morgan Stanley
3
Morgan Stanley
New York
$58.8M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$36.5M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$4.35M

Top Sellers

1
LP
1
LMR Partners
United Kingdom
$6.12M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$36.1M
3
Northern Trust
3
Northern Trust
Illinois
$41.6M
4
Goldman Sachs
4
Goldman Sachs
New York
$41.9M
5
Citigroup
5
Citigroup
New York
$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
176
Arkadios Wealth Advisors
Georgia
$25K +$108 +16 +0.4%
APA
177
American Portfolios Advisors
New York
$23.5K – – –
TAIM
178
TD Ameritrade Investment Management
Nebraska
$20K -$12.5K -1,812 -38%
PFGIA
179
Patriot Financial Group Insurance Agency
Massachusetts
$20K -$5.15K -740 -20%
AF
180
Advisornet Financial
Minnesota
$20K – – –
PB
181
Pinnacle Bancorp
Nebraska
$19K – – –
FRA
182
Front Row Advisors
California
$18K – – –
CCA
183
Column Capital Advisors
Indiana
$17K -$713 -104 -4%
FHA
184
First Horizon Advisors
Tennessee
$17K +$13.8K +2,076 +428%
ETI
185
Enterprise Trust & Investment
California
$14K – – –
Carson Wealth (CWM LLC)
186
Carson Wealth (CWM LLC)
Nebraska
$13K – – –
EBA
187
Eagle Bay Advisors
New York
$13K +$13K +1,692 New
JFA
188
JNBA Financial Advisors
Minnesota
$12K – – –
SL
189
Savior LLC
Massachusetts
$11K – – –
GWS
190
Glassman Wealth Services
Virginia
$11K +$55 +8 +0.5%
LWCFA
191
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11K +$11K +1,534 New
SWM
192
Spire Wealth Management
Virginia
$10K -$4.12K -615 -29%
CFA
193
Carroll Financial Associates
North Carolina
$10K – – –
APWA
194
Atlas Private Wealth Advisors
New Jersey
$10K +$9.93K +1,400 +14,000%
FDCDDQ
195
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.23K – – –
Fifth Third Bancorp
196
Fifth Third Bancorp
Ohio
$8K -$5.56K -778 -41%
ME
197
McIlrath & Eck
Washington
$7K – – –
WT
198
Washington Trust
Rhode Island
$7K – – –
ASN
199
Advisory Services Network
Georgia
$7K +$7K +965 New
GRP
200
Global Retirement Partners
California
$7K +$7K +1,004 New
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8
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