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Sumitomo Mitsui Financial

272 hedge funds and large institutions have $985M invested in Sumitomo Mitsui Financial in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 107 increasing their positions, 97 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
+7
Holders Change %
+2.64%
% of All Funds
4.34%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
30
Increased
107
Reduced
97
Closed
22
Calls
$13.6M
Puts
$140K
Net Calls
+$13.5M
Net Calls Change
+$12.5M
Name Holding Trade Value Shares
Change
Shares
Change %
Russell Investments Group
176
Russell Investments Group
United Kingdom
$177K -$375K -38,025 -68%
CQS
177
Credential Qtrade Securities
$177K -$10.9K -1,111 -6%
DWM
178
Drive Wealth Management
Utah
$175K +$23.1K +2,343 +15%
NRC
179
New Republic Capital
North Carolina
$173K -$22.7K -2,310 -12%
WFI
180
West Family Investments
California
$173K +$8.96K +910 +5%
PFO
181
Pathstone Family Office
New Jersey
$170K +$50.4K +5,120 +42%
VFA
182
Valeo Financial Advisors
Indiana
$169K -$14K -1,423 -8%
P
183
Pitcairn
Pennsylvania
$164K +$4.94K +501 +3%
SI
184
Stephens Inc
Arkansas
$162K -$10.6K -1,073 -6%
LC
185
Lindbrook Capital
California
$157K +$27.8K +2,822 +22%
KeyBank National Association
186
KeyBank National Association
Ohio
$152K +$17.1K +1,741 +13%
NP
187
Nilsine Partners
Colorado
$148K +$4.23K +429 +3%
FAFN
188
First Affirmative Financial Network
Colorado
$144K +$33.2K +3,373 +30%
Marshall Wace
189
Marshall Wace
United Kingdom
$139K -$12.6M -1,275,034 -99%
Commonwealth Equity Services
190
Commonwealth Equity Services
Massachusetts
$139K +$12.1K +1,235 +10%
Carson Wealth (CWM LLC)
191
Carson Wealth (CWM LLC)
Nebraska
$138K +$1.13K +115 +0.8%
State Street
192
State Street
Massachusetts
$137K
Citigroup
193
Citigroup
New York
$134K +$6.13K +622 +5%
CC
194
Centiva Capital
New York
$130K +$130K +13,174 New
HNB
195
Huntington National Bank
Ohio
$125K -$8.28K -841 -6%
CGL
196
Clarius Group LLC
Washington
$122K +$122K +12,412 New
IWP
197
Icon Wealth Partners
Texas
$122K -$739 -75 -0.6%
AAS
198
Avantax Advisory Services
Texas
$115K +$1.42K +144 +1%
II
199
Inspire Investing
Idaho
$109K -$3.81K -387 -3%
FA
200
FDx Advisors
Illinois
$107K -$33.4K -3,397 -24%