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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

323 hedge funds and large institutions have $1.58B invested in Sumitomo Mitsui Financial in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 138 increasing their positions, 103 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
+13
Holders Change %
+4.19%
% of All Funds
4.7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
42
Increased
138
Reduced
103
Closed
26
Calls
$47.8M
Puts
$89K
Net Calls
+$47.7M
Net Calls Change
+$47.7M

Top Buyers

1
GAM
Groupama Asset Management
France
$301M
2
Morgan Stanley
Morgan Stanley
New York
$181M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$8.26M
4
Goldman Sachs
Goldman Sachs
New York
$152M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$5.37M

Top Sellers

1
Invesco
Invesco
Georgia
$16.9M
2
B
Bailard
California
$0
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$7.61M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$1.78M
5
Millennium Management
Millennium Management
New York
$39.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$230K +$19.5K +1,456 +9%
CA
202
Claro Advisors
Massachusetts
$226K +$2.05K +153 +0.9%
AIA
203
Alera Investment Advisors
Illinois
$226K +$226K +16,826 New
SA
204
Sanctuary Advisors
Indiana
$222K +$222K +19,760 New
CCG
205
Catalina Capital Group
California
$221K +$2.68K +200 +1%
KP
206
Keel Point
Alabama
$218K +$48.7K +3,819 +29%
AWM
207
Apollon Wealth Management
South Carolina
$213K +$13.1K +980 +7%
WI
208
WrapManager Inc
California
$208K -$39.3K -2,933 -16%
GI
209
GAMMA Investing
California
$206K +$43K +3,206 +26%
SWP
210
Stratos Wealth Partners
Ohio
$206K +$5.93K +442 +3%
VFA
211
Valeo Financial Advisors
Indiana
$204K +$1.19K +89 +0.6%
SC
212
Savant Capital
Illinois
$203K +$203K +15,127 New
WPC
213
Wedmont Private Capital
Pennsylvania
$203K +$26.3K +1,924 +15%
SAM
214
Smartleaf Asset Management
Massachusetts
$198K +$23.2K +1,782 +13%
Lido Advisors
215
Lido Advisors
California
$194K +$194K +14,433 New
CC
216
Centiva Capital
New York
$192K +$30.1K +2,246 +19%
State Street
217
State Street
Massachusetts
$189K – – –
PCS
218
Personal CFO Solutions
New Jersey
$189K +$5.91K +441 +3%
HAG
219
HighPoint Advisor Group
Illinois
$188K +$9.43K +691 +5%
BTI
220
Blue Trust Inc
Georgia
$188K +$128K +10,833 +212%
CH
221
Cromwell Holdings
Wyoming
$186K +$186K +13,841 New
CGL
222
Clarius Group LLC
Washington
$185K -$86.8K -6,470 -32%
WS
223
Wedbush Securities
California
$185K -$8.2K -612 -4%
RCAG
224
Rehmann Capital Advisory Group
Michigan
$182K -$469 -35 -0.3%
Tudor Investment Corp
225
Tudor Investment Corp
Connecticut
$178K -$1.71M -127,864 -91%
7 8
9
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