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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

310 hedge funds and large institutions have $1.12B invested in Sumitomo Mitsui Financial in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 131 increasing their positions, 93 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
+4
Holders Change %
+1.31%
% of All Funds
4.49%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
46
Increased
131
Reduced
93
Closed
38
Calls
$295K
Puts
$377K
Net Calls
-$82K
Net Calls Change
-$1.38M

Top Buyers

1
CCMG
Clark Capital Management Group
Pennsylvania
$49.7M
2
CAC
Cowen and Company
New York
$33M
3
Citadel Advisors
Citadel Advisors
Florida
$7.94M
4
B
Bailard
California
$5.59M
5
SW
Simplicity Wealth
New Jersey
$5.36M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$143M
2
Jane Street
Jane Street
New York
$1.13M
3
CCM
Causeway Capital Management
California
$240K
4
CIM
Cowen Investment Management
New York
$38.9M
5
XC
XY Capital
Hong Kong
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FAFN
201
First Affirmative Financial Network
Colorado
$199K +$17.2K +1,462 +9%
CA
202
Claro Advisors
Massachusetts
$197K +$11.1K +943 +6%
KeyBank National Association
203
KeyBank National Association
Ohio
$193K +$23.3K +1,980 +14%
CCG
204
Catalina Capital Group
California
$192K +$192K +16,286 New
Carson Wealth (CWM LLC)
205
Carson Wealth (CWM LLC)
Nebraska
$185K +$19.2K +1,633 +12%
SWP
206
Stratos Wealth Partners
Ohio
$176K +$176K +14,916 New
AWM
207
Apollon Wealth Management
South Carolina
$175K +$883 +75 +0.5%
VFA
208
Valeo Financial Advisors
Indiana
$172K – – –
WS
209
Wedbush Securities
California
$170K +$170K +14,421 New
State Street
210
State Street
Massachusetts
$164K – – –
PCS
211
Personal CFO Solutions
New Jersey
$160K -$24K -2,042 -13%
RCAG
212
Rehmann Capital Advisory Group
Michigan
$160K -$20.9K -1,774 -12%
SAM
213
Smartleaf Asset Management
Massachusetts
$158K -$29K -2,459 -16%
RFC
214
Regions Financial Corp
Alabama
$157K -$321K -27,248 -67%
KP
215
Keel Point
Alabama
$156K +$16.7K +1,416 +12%
ACC
216
Acorn Creek Capital
Colorado
$156K -$577 -49 -0.4%
PMA
217
Prudent Man Advisors
Illinois
$153K -$33.7K -2,861 -18%
BBA
218
Baader Bank Aktiengesellschaft
Germany
$153K +$153K +13,000 New
HAG
219
HighPoint Advisor Group
Illinois
$153K +$13.6K +1,161 +10%
WPC
220
Wedmont Private Capital
Pennsylvania
$150K +$2.51K +216 +2%
CP
221
Canopy Partners
Ohio
$144K +$144K +12,230 New
GI
222
GAMMA Investing
California
$143K +$23.7K +2,014 +20%
CC
223
Centiva Capital
New York
$142K +$142K +12,070 New
HWM
224
HB Wealth Management
Georgia
$138K +$138K +11,758 New
EI
225
Ellevest Inc
New York
$133K +$13.9K +1,182 +12%
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