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Sumitomo Mitsui Financial

306 hedge funds and large institutions have $1.04B invested in Sumitomo Mitsui Financial in 2023 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 99 increasing their positions, 103 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
+34
Holders Change %
+12.5%
% of All Funds
4.49%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
73
Increased
99
Reduced
103
Closed
32
Calls
$1.65M
Puts
$349K
Net Calls
+$1.3M
Net Calls Change
-$12.2M
Name Holding Trade Value Shares
Change
Shares
Change %
FAFN
201
First Affirmative Financial Network
Colorado
$150K +$8.64K +893 +6%
RCAG
202
Rehmann Capital Advisory Group
Michigan
$149K -$80.2K -8,282 -35%
BTI
203
Blue Trust Inc
Georgia
$147K +$58.6K +5,918 +66%
VFA
204
Valeo Financial Advisors
Indiana
$146K -$19.3K -1,992 -12%
EGM
205
Engineers Gate Manager
New York
$145K +$145K +15,005 New
AWM
206
Apollon Wealth Management
South Carolina
$143K +$143K +14,819 New
TPI
207
Trust Point Inc
Wisconsin
$142K +$142K +14,675 New
Cetera Investment Advisers
208
Cetera Investment Advisers
Illinois
$142K -$144K -14,855 -50%
HAG
209
HighPoint Advisor Group
Illinois
$141K +$141K +11,924 New
KeyBank National Association
210
KeyBank National Association
Ohio
$140K -$9.12K -942 -6%
CC
211
Callan Capital
California
$138K +$138K +14,240 New
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$136K +$270 +28 +0.2%
State Street
213
State Street
Massachusetts
$135K
VI
214
VanderPol Investments
Michigan
$129K +$129K +13,342 New
ACC
215
Acorn Creek Capital
Colorado
$129K +$129K +13,292 New
WPC
216
Wedmont Private Capital
Pennsylvania
$126K +$25.1K +2,517 +25%
BCM
217
Barometer Capital Management
Ontario, Canada
$123K +$123K +12,700 New
GM
218
GeoWealth Management
Illinois
$115K +$115K +11,916 New
KP
219
Keel Point
Alabama
$115K +$10.1K +1,042 +10%
STA
220
Summit Trail Advisors
New York
$114K +$114K +11,819 New
Neuberger Berman Group
221
Neuberger Berman Group
New York
$114K +$114K +11,745 New
FLPIM
222
F.L. Putnam Investment Management
Massachusetts
$108K +$108K +11,175 New
GWMR
223
GC Wealth Management RIA
Massachusetts
$108K +$108K +11,161 New
GI
224
GAMMA Investing
California
$105K +$105K +10,157 New
BSW
225
Buckingham Strategic Wealth
Missouri
$101K +$513 +53 +0.5%