SMFG icon

Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

310 hedge funds and large institutions have $1.12B invested in Sumitomo Mitsui Financial in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 131 increasing their positions, 93 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
+4
Holders Change %
+1.31%
% of All Funds
4.49%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
46
Increased
131
Reduced
93
Closed
38
Calls
$295K
Puts
$377K
Net Calls
-$82K
Net Calls Change
-$1.38M

Top Buyers

1
CCMG
Clark Capital Management Group
Pennsylvania
$49.7M
2
CAC
Cowen and Company
New York
$33M
3
Citadel Advisors
Citadel Advisors
Florida
$7.94M
4
B
Bailard
California
$5.59M
5
SW
Simplicity Wealth
New Jersey
$5.36M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$143M
2
Jane Street
Jane Street
New York
$1.13M
3
CCM
Causeway Capital Management
California
$240K
4
CIM
Cowen Investment Management
New York
$38.9M
5
XC
XY Capital
Hong Kong
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Portfolio Solutions
176
Envestnet Portfolio Solutions
Illinois
$252K +$56.2K +4,776 +29%
WFI
177
West Family Investments
California
$250K +$8.42K +715 +3%
EL
178
EWA LLC
Pennsylvania
$248K -$15.4K -1,331 -6%
WRPWM
179
Werba Rubin Papier Wealth Management
California
$248K +$7.69K +653 +3%
PAG
180
Private Advisor Group
New Jersey
$248K -$47.8K -4,064 -16%
PCIA
181
Prime Capital Investment Advisors
Kansas
$245K -$1.12K -95 -0.5%
DWM
182
Drive Wealth Management
Utah
$240K +$15.9K +1,354 +7%
CCM
183
Causeway Capital Management
California
$240K -$11.4M -967,948 -98%
CGL
184
Clarius Group LLC
Washington
$239K +$23.5K +1,996 +11%
CA
185
Cetera Advisors
Colorado
$235K +$235K +19,975 New
Barclays
186
Barclays
United Kingdom
$235K – – –
FOA
187
Five Oceans Advisors
California
$234K – – –
Arrowstreet Capital
188
Arrowstreet Capital
Massachusetts
$232K +$232K +19,686 New
Wealth Enhancement Advisory Services
189
Wealth Enhancement Advisory Services
Minnesota
$227K -$398K -33,793 -64%
Allspring Global Investments
190
Allspring Global Investments
North Carolina
$221K +$99.4K +8,443 +82%
TPI
191
Trust Point Inc
Wisconsin
$218K +$45K +3,819 +26%
WI
192
WrapManager Inc
California
$217K +$1.45K +123 +0.7%
BHPW
193
Beverly Hills Private Wealth
California
$216K +$10.2K +867 +5%
SI
194
Seeds Investor
New York
$213K +$8.91K +757 +4%
BWP
195
BSW Wealth Partners
Colorado
$212K +$212K +18,029 New
NRC
196
New Republic Capital
North Carolina
$211K – – –
SA
197
Shilanski & Associates
Alaska
$206K +$206K +17,502 New
LC
198
Lindbrook Capital
California
$204K +$13.8K +1,176 +7%
YIH
199
Y-Intercept (HK)
Hong Kong
$202K +$202K +17,202 New
CAG
200
Csenge Advisory Group
Florida
$202K +$202K +17,201 New
6 7
8
9 10