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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

323 hedge funds and large institutions have $1.58B invested in Sumitomo Mitsui Financial in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 138 increasing their positions, 103 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
+13
Holders Change %
+4.19%
% of All Funds
4.7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
42
Increased
138
Reduced
103
Closed
26
Calls
$47.8M
Puts
$89K
Net Calls
+$47.7M
Net Calls Change
+$47.7M

Top Buyers

1
GAM
Groupama Asset Management
France
$301M
2
Morgan Stanley
Morgan Stanley
New York
$181M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$8.26M
4
Goldman Sachs
Goldman Sachs
New York
$152M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$5.37M

Top Sellers

1
Invesco
Invesco
Georgia
$16.9M
2
B
Bailard
California
$0
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$7.61M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$1.78M
5
Millennium Management
Millennium Management
New York
$39.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
176
Private Advisor Group
New Jersey
$309K +$26.9K +2,003 +10%
FOA
177
Five Oceans Advisors
California
$307K +$40.4K +3,010 +15%
EL
178
EWA LLC
Pennsylvania
$304K +$341 +24 +0.1%
Pzena Investment Management
179
Pzena Investment Management
New York
$296K -$9.16K -683 -3%
SCP
180
Sivia Capital Partners
California
$293K +$2.95K +220 +1%
DAS
181
Diversify Advisory Services
Utah
$281K -$460K -33,501 -62%
BWP
182
BSW Wealth Partners
Colorado
$280K +$37.8K +2,820 +16%
DWM
183
Drive Wealth Management
Utah
$279K +$5.66K +422 +2%
SI
184
Seeds Investor
New York
$278K +$35K +2,607 +14%
PCIA
185
Prime Capital Investment Advisors
Kansas
$277K -$2.58K -192 -0.9%
Wealth Enhancement Advisory Services
186
Wealth Enhancement Advisory Services
Minnesota
$271K +$12.9K +963 +5%
KeyBank National Association
187
KeyBank National Association
Ohio
$271K +$50.5K +3,766 +23%
WRPWM
188
Werba Rubin Papier Wealth Management
California
$269K -$13.1K -976 -5%
Barclays
189
Barclays
United Kingdom
$268K – – –
RJFSA
190
Raymond James Financial Services Advisors
Florida
$259K -$56.6K -4,222 -18%
FAFN
191
First Affirmative Financial Network
Colorado
$258K +$31.1K +2,321 +14%
Envestnet Portfolio Solutions
192
Envestnet Portfolio Solutions
Illinois
$258K -$28.9K -2,157 -10%
AAS
193
Avantax Advisory Services
Texas
$257K +$257K +19,129 New
NRC
194
New Republic Capital
North Carolina
$251K +$10.8K +807 +5%
CCM
195
Causeway Capital Management
California
$249K -$23.8K -1,775 -9%
BHPW
196
Beverly Hills Private Wealth
California
$248K +$1.45K +108 +0.6%
SMA
197
Sage Mountain Advisors
Georgia
$245K +$245K +18,277 New
LC
198
Lindbrook Capital
California
$241K +$8.06K +601 +3%
CAG
199
Csenge Advisory Group
Florida
$239K +$7.99K +596 +3%
SA
200
Shilanski & Associates
Alaska
$232K -$2.58K -192 -1%
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8
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