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Sumitomo Mitsui Financial

265 hedge funds and large institutions have $873M invested in Sumitomo Mitsui Financial in 2023 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 97 increasing their positions, 101 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+6
Holders Change %
+2.32%
% of All Funds
4.24%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
39
Increased
97
Reduced
101
Closed
29
Calls
$1.16M
Puts
$277K
Net Calls
+$886K
Net Calls Change
+$668K
Name Holding Trade Value Shares
Change
Shares
Change %
CGL
176
Clarius Group LLC
Washington
$133K +$20.1K +2,512 +18%
VAS
177
Vestmark Advisory Solutions
Massachusetts
$124K -$71.7K -8,957 -37%
KP
178
Keel Point
Alabama
$114K +$1.18K +148 +1%
HIA
179
Harbor Investment Advisory
Maryland
$109K -$64.7K -8,090 -37%
Prudential Financial
180
Prudential Financial
New Jersey
$109K +$17.2K +2,152 +19%
DWM
181
Drive Wealth Management
Utah
$109K -$3.43K -429 -3%
LC
182
Lindbrook Capital
California
$108K -$14.4K -1,806 -12%
HNB
183
Huntington National Bank
Ohio
$105K -$49.2K -6,155 -32%
KeyBank National Association
184
KeyBank National Association
Ohio
$105K -$19.1K -2,391 -15%
FCH
185
Freestone Capital Holdings
Washington
$103K +$1.88K +235 +2%
TFCP
186
Twin Focus Capital Partners
Massachusetts
$103K
Citigroup
187
Citigroup
New York
$102K +$9.2K +1,150 +10%
P
188
Pitcairn
Pennsylvania
$102K +$102K +12,702 New
IWP
189
Icon Wealth Partners
Texas
$99.7K +$99.7K +12,463 New
Balyasny Asset Management
190
Balyasny Asset Management
Illinois
$97.6K -$26K -3,254 -21%
BPA
191
Beacon Pointe Advisors
California
$95K +$95K +11,879 New
CC
192
Centiva Capital
New York
$93.3K +$93.3K +11,659 New
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$93K -$2.25K -281 -2%
AAS
194
Avantax Advisory Services
Texas
$92.8K +$92.8K +11,605 New
EGM
195
Engineers Gate Manager
New York
$91.7K -$3.3K -413 -3%
BTI
196
Blue Trust Inc
Georgia
$91K -$41.2K -5,117 -31%
II
197
Inspire Investing
Idaho
$89.3K -$28.4K -3,553 -24%
PFO
198
Pathstone Family Office
New Jersey
$86K -$904K -113,022 -91%
Neuberger Berman Group
199
Neuberger Berman Group
New York
$84.6K +$84.6K +10,576 New
IC
200
IEQ Capital
California
$81.5K -$27.2K -3,405 -25%