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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

346 hedge funds and large institutions have $1.49B invested in Sumitomo Mitsui Financial in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 149 increasing their positions, 100 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+14
Holders Change %
+4.22%
% of All Funds
4.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
48
Increased
149
Reduced
100
Closed
28
Calls
$50.6M
Puts
$395K
Net Calls
+$50.2M
Net Calls Change
+$5.56M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$343M
2
Northern Trust
Northern Trust
Illinois
$72.9M
3
CCMG
Clark Capital Management Group
Pennsylvania
$92.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$121M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$10.8M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$5.93M
2
Wells Fargo
Wells Fargo
California
$30.2M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$14.7M
4
Invesco
Invesco
Georgia
$14.7M
5
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$2.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCIA
176
Prime Capital Investment Advisors
Kansas
$300K -$4.03K -278 -1%
SCP
177
Sivia Capital Partners
California
$298K -$9.98K -689 -3%
SW
178
SVB Wealth
Massachusetts
$297K +$297K +20,494 New
CCM
179
Coldstream Capital Management
Washington
$294K +$77.8K +5,371 +36%
KeyBank National Association
180
KeyBank National Association
Ohio
$290K -$6.17K -426 -2%
GRP
181
Global Retirement Partners
California
$289K +$162K +11,166 +127%
SMA
182
Sage Mountain Advisors
Georgia
$287K +$21.5K +1,485 +8%
GIC
183
Generali Investments CEE
Czech Republic
$287K +$287K +19,800 New
SC
184
Savant Capital
Illinois
$287K +$127K +8,778 +80%
Pzena Investment Management
185
Pzena Investment Management
New York
$284K +$14.5K +1,004 +5%
WRPWM
186
Werba Rubin Papier Wealth Management
California
$283K -$22K -1,520 -7%
CAPTRUST Financial Advisors
187
CAPTRUST Financial Advisors
North Carolina
$282K -$355K -24,525 -56%
LC
188
Lindbrook Capital
California
$280K +$13.7K +948 +5%
GC
189
Guggenheim Capital
Illinois
$277K +$54.3K +3,746 +24%
BWP
190
BSW Wealth Partners
Colorado
$273K +$17K +1,170 +7%
AssetMark Inc
191
AssetMark Inc
California
$272K +$145K +10,003 +114%
Lido Advisors
192
Lido Advisors
California
$269K +$21.4K +1,480 +9%
JFG
193
Jefferies Financial Group
New York
$265K +$18.7K +1,290 +8%
CCG
194
Catalina Capital Group
California
$255K +$19.6K +1,356 +8%
SC
195
Syon Capital
California
$253K +$89.9K +6,207 +55%
BFG
196
Bleakley Financial Group
New Jersey
$250K -$2.65K -183 -1%
Verition Fund Management
197
Verition Fund Management
Connecticut
$243K +$243K +16,738 New
Carson Wealth (CWM LLC)
198
Carson Wealth (CWM LLC)
Nebraska
$240K -$6.01K -414 -2%
MOS
199
MGO One Seven
Ohio
$239K +$77.6K +5,352 +48%
CA
200
Claro Advisors
Massachusetts
$238K -$4.59K -317 -2%
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8
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