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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

272 hedge funds and large institutions have $985M invested in Sumitomo Mitsui Financial in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 107 increasing their positions, 97 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
+7
Holders Change %
+2.64%
% of All Funds
4.34%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
30
Increased
107
Reduced
97
Closed
22
Calls
$13.6M
Puts
$140K
Net Calls
+$13.5M
Net Calls Change
+$12.5M

Top Buyers

1
CFM
Capricorn Fund Managers
United Kingdom
$9.07M
2
XC
XY Capital
Hong Kong
$6.68M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$68.6M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$7.78M
5
AHC
Anderson Hoagland & Co
Missouri
$8.16M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
$49M
2
CAC
Cowen and Company
New York
$0
3
Marshall Wace
Marshall Wace
United Kingdom
$139K
4
Jane Street
Jane Street
New York
$2.26M
5
Citadel Advisors
Citadel Advisors
Florida
$2.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
KP
201
Keel Point
Alabama
$106K -$7.09K -720 -6%
SCA
202
Snowden Capital Advisors
New York
$105K +$4.97K +505 +5%
BPA
203
Beacon Pointe Advisors
California
$105K -$9.22K -936 -8%
LFA
204
Legacy Financial Advisors
Kentucky
$103K +$103K +10,443 New
BSW
205
Buckingham Strategic Wealth
Missouri
$102K +$1.5K +152 +1%
WPC
206
Wedmont Private Capital
Pennsylvania
$99.6K +$99.6K +10,167 New
SMA
207
Seven Mile Advisory
New Jersey
$99.2K +$571 +58 +0.6%
NS
208
NBC Securities
Alabama
$96K +$96K +9,754 New
Allspring Global Investments
209
Allspring Global Investments
North Carolina
$83.7K – – –
PAM
210
Paradigm Asset Management
New York
$81.8K +$19.7K +2,000 +32%
BTI
211
Blue Trust Inc
Georgia
$77K +$35.7K +4,129 +86%
MHR
212
Matthew Hamilton Rosenberg
$64.3K – – –
GWS
213
Glassman Wealth Services
Virginia
$58.9K +$5.91K +600 +11%
AssetMark Inc
214
AssetMark Inc
California
$57.1K – – –
IA
215
IFP Advisors
Florida
$56.6K +$1.5K +152 +3%
PFBT
216
Parkside Financial Bank & Trust
Missouri
$51.8K +$48.3K +4,902 +1,393%
HCP
217
Hexagon Capital Partners
Arkansas
$48.5K -$3.05K -310 -6%
Axa
218
Axa
France
$45.3K -$1.87K -190 -4%
TRCT
219
Tower Research Capital (TRC)
New York
$42.1K +$10.1K +1,029 +32%
SPIA
220
Steward Partners Investment Advisory
New York
$36.7K – – –
FMII
221
Farmers & Merchants Investments Inc
Nebraska
$35K – – –
TPCW
222
TD Private Client Wealth
New York
$31.2K -$8.85K -898 -22%
GRP
223
Global Retirement Partners
California
$27.2K +$11.7K +1,228 +75%
PCM
224
Perritt Capital Management
Illinois
$24.6K – – –
Group One Trading
225
Group One Trading
Illinois
$22.6K +$22.6K +2,299 New
7 8
9
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