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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

265 hedge funds and large institutions have $937M invested in Sumitomo Mitsui Financial in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 120 increasing their positions, 77 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
–
Holders Change %
0%
% of All Funds
4.18%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
28
Increased
120
Reduced
77
Closed
28
Calls
$1.15M
Puts
$136K
Net Calls
+$1.02M
Net Calls Change
+$132K

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$64.6M
2
Natixis Advisors
2
Natixis Advisors
Massachusetts
$18.4M
3
Citadel Advisors
3
Citadel Advisors
Florida
$9.15M
4
Invesco
4
Invesco
Georgia
$33.3M
5
Goldman Sachs
5
Goldman Sachs
New York
$102M

Top Sellers

1
SC
1
Samlyn Capital
New York
$0
2
Marshall Wace
2
Marshall Wace
United Kingdom
$11.1M
3
CIM
3
Cowen Investment Management
New York
$38.3M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$3.76M
5
XC
5
XY Capital
Hong Kong
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IC
176
IEQ Capital
California
$127K +$39.7K +4,612 +45%
NP
177
Nilsine Partners
Colorado
$125K +$125K +14,591 New
FA
178
FDx Advisors
Illinois
$123K -$57.9K -6,725 -32%
State Street
179
State Street
Massachusetts
$122K -$78.6K -8,963 -39%
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$120K +$19.9K +2,306 +20%
HIA
181
Harbor Investment Advisory
Maryland
$117K – – –
KeyBank National Association
182
KeyBank National Association
Ohio
$117K +$4.09K +476 +4%
HNB
183
Huntington National Bank
Ohio
$116K +$2.71K +315 +2%
LC
184
Lindbrook Capital
California
$112K -$4.12K -479 -4%
Citigroup
185
Citigroup
New York
$112K +$2.43K +283 +2%
Commonwealth Equity Services
186
Commonwealth Equity Services
Massachusetts
$111K +$22.6K +2,628 +26%
IWP
187
Icon Wealth Partners
Texas
$107K – – –
Neuberger Berman Group
188
Neuberger Berman Group
New York
$107K +$15.9K +1,847 +17%
PFO
189
Pathstone Family Office
New Jersey
$106K +$11.8K +1,353 +13%
Balyasny Asset Management
190
Balyasny Asset Management
Illinois
$102K -$3.08K -358 -3%
BPA
191
Beacon Pointe Advisors
California
$99.3K -$2.81K -327 -3%
KP
192
Keel Point
Alabama
$99.1K -$23.4K -2,720 -19%
AAS
193
Avantax Advisory Services
Texas
$98.9K -$877 -102 -0.9%
II
194
Inspire Investing
Idaho
$98.3K +$2.29K +266 +2%
FCH
195
Freestone Capital Holdings
Washington
$96.5K -$14K -1,626 -13%
FAFN
196
First Affirmative Financial Network
Colorado
$96.5K +$96.5K +11,220 New
AC
197
AXQ Capital
New Jersey
$93.4K +$93.4K +10,856 New
BSW
198
Buckingham Strategic Wealth
Missouri
$87.7K +$87.7K +10,198 New
SCA
199
Snowden Capital Advisors
New York
$87.2K -$241 -28 -0.3%
SMA
200
Seven Mile Advisory
New Jersey
$86.1K +$86.1K +10,017 New
6 7
8
9 10