SMFG icon

Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

332 hedge funds and large institutions have $1.16B invested in Sumitomo Mitsui Financial in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 144 increasing their positions, 104 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
+9
Holders Change %
+2.79%
% of All Funds
4.8%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
43
Increased
144
Reduced
104
Closed
32
Calls
$44.7M
Puts
$115K
Net Calls
+$44.6M
Net Calls Change
-$3.06M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$206M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$63.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$17.3M
4
Bank of America
4
Bank of America
North Carolina
$20.8M
5
BIMC
5
Benson Investment Management Company
Virginia
$5.18M

Top Sellers

1
GAM
1
Groupama Asset Management
France
$0
2
CIM
2
Cowen Investment Management
New York
$0
3
Millennium Management
3
Millennium Management
New York
$212K
4
CAC
4
Cowen and Company
New York
$19.7M
5
Wells Fargo
5
Wells Fargo
California
$41.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
176
Smartleaf Asset Management
Massachusetts
$281K +$96.3K +7,914 +52%
VF
177
Virtu Financial
New York
$279K +$279K +22,069 New
SCP
178
Sivia Capital Partners
California
$269K -$7.33K -580 -3%
FAFN
179
First Affirmative Financial Network
Colorado
$269K +$25.2K +1,995 +10%
WRPWM
180
Werba Rubin Papier Wealth Management
California
$266K +$12.6K +1,001 +5%
DWM
181
Drive Wealth Management
Utah
$266K +$2.34K +185 +0.9%
PCIA
182
Prime Capital Investment Advisors
Kansas
$265K +$4.99K +395 +2%
Wealth Enhancement Advisory Services
183
Wealth Enhancement Advisory Services
Minnesota
$265K +$8.83K +699 +3%
KeyBank National Association
184
KeyBank National Association
Ohio
$258K +$3.18K +252 +1%
CAG
185
Csenge Advisory Group
Florida
$257K +$23.4K +1,788 +10%
AAS
186
Avantax Advisory Services
Texas
$257K +$14.9K +1,183 +6%
Barclays
187
Barclays
United Kingdom
$253K – – –
GI
188
GAMMA Investing
California
$236K +$41.7K +3,299 +21%
Pzena Investment Management
189
Pzena Investment Management
New York
$235K -$43.5K -3,441 -16%
Marshall Wace
190
Marshall Wace
United Kingdom
$235K +$235K +18,592 New
LC
191
Lindbrook Capital
California
$232K +$5.38K +426 +2%
SMA
192
Sage Mountain Advisors
Georgia
$231K +$594 +47 +0.3%
BWP
193
BSW Wealth Partners
Colorado
$223K -$40.5K -3,204 -15%
BFG
194
Bleakley Financial Group
New Jersey
$221K -$5.47M -432,985 -96%
Lido Advisors
195
Lido Advisors
California
$216K +$33.6K +2,657 +18%
SA
196
Shilanski & Associates
Alaska
$215K -$3.32K -263 -2%
JFG
197
Jefferies Financial Group
New York
$215K -$185K -14,637 -46%
Carson Wealth (CWM LLC)
198
Carson Wealth (CWM LLC)
Nebraska
$214K -$2.71K -215 -1%
Millennium Management
199
Millennium Management
New York
$212K -$37.2M -2,945,439 -99%
KP
200
Keel Point
Alabama
$212K -$3.54K -280 -2%
6 7
8
9 10