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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

235 hedge funds and large institutions have $800M invested in Sumitomo Mitsui Financial in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 108 increasing their positions, 54 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+10
Holders Change %
+4.44%
% of All Funds
4.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
33
Increased
108
Reduced
54
Closed
21
Calls
$43K
Puts
$1.14M
Net Calls
-$1.09M
Net Calls Change
-$260K

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$55.1M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$7.97M
3
Citadel Advisors
Citadel Advisors
Florida
$3.54M
4
OSAM
O'Shaughnessy Asset Management
Connecticut
$6.56M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$6.44M

Top Sellers

1
Northern Trust
Northern Trust
Illinois
$30.9M
2
Renaissance Technologies
Renaissance Technologies
New York
$30.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$30.9M
4
LP
LMR Partners
United Kingdom
$0
5
Federated Hermes
Federated Hermes
Pennsylvania
$144K
Name Holding Trade Value Shares
Change 		Shares
Change %
JFA
201
JNBA Financial Advisors
Minnesota
$12K – – –
HNB
202
Huntington National Bank
Ohio
$12K +$12K +1,713 +171,300%
CFA
203
Carroll Financial Associates
North Carolina
$11K +$677 +103 +7%
FHA
204
First Horizon Advisors
Tennessee
$10K -$6.46K -1,005 -39%
APWA
205
Atlas Private Wealth Advisors
New Jersey
$10K – – –
SWM
206
Spire Wealth Management
Virginia
$10K – – –
FDCDDQ
207
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.39K – – –
VCM
208
Vigilant Capital Management
Maine
$9K +$9K +1,227 New
HI
209
Harbour Investments
Wisconsin
$8K +$2.07K +313 +35%
WT
210
Washington Trust
Rhode Island
$7K – – –
GAM
211
Gemmer Asset Management
California
$7K – – –
ME
212
McIlrath & Eck
Washington
$7K – – –
Northwestern Mutual Wealth Management
213
Northwestern Mutual Wealth Management
Wisconsin
$7K +$1.7K +262 +32%
PB
214
Pinnacle Bancorp
Nebraska
$6K -$14.9K -1,983 -71%
FCA
215
FinTrust Capital Advisors
South Carolina
$6K – – –
BIA
216
Bell Investment Advisors
California
$6K +$6K +805 New
EFSCE
217
Enterprise Financial Services Corp (EFSC)
Missouri
$5K -$40.6K -5,630 -89%
BMD
218
Better Money Decisions
New Mexico
$5K – – –
CFD
219
Creative Financial Designs
Indiana
$4K – – –
CFA
220
Cahill Financial Advisors
Minnesota
$3K +$3K +400 New
CFGS
221
Concourse Financial Group Securities
Alabama
$3K +$3K +423 New
EVM
222
Eaton Vance Management
Massachusetts
$2K -$75 -1,674 -4%
NFG
223
Next Financial Group
Texas
$2K – – –
IA
224
IFP Advisors
Florida
$2K – – –
BWL
225
Bogart Wealth LLC
Virginia
$2K – – –
7 8
9
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