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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

332 hedge funds and large institutions have $1.16B invested in Sumitomo Mitsui Financial in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 144 increasing their positions, 104 reducing their positions, and 32 closing their positions.

Holders
332
Holders Change
+9
Holders Change %
+2.79%
% of All Funds
4.8%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
43
Increased
144
Reduced
104
Closed
32
Calls
$44.7M
Puts
$115K
Net Calls
+$44.6M
Net Calls Change
-$3.06M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$206M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$63.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$17.3M
4
Bank of America
4
Bank of America
North Carolina
$20.8M
5
BIMC
5
Benson Investment Management Company
Virginia
$5.18M

Top Sellers

1
GAM
1
Groupama Asset Management
France
$0
2
CIM
2
Cowen Investment Management
New York
$0
3
Millennium Management
3
Millennium Management
New York
$212K
4
CAC
4
Cowen and Company
New York
$19.7M
5
Wells Fargo
5
Wells Fargo
California
$41.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
201
Claro Advisors
Massachusetts
$212K -$1.15K -91 -0.5%
WPC
202
Wedmont Private Capital
Pennsylvania
$209K +$17K +1,312 +9%
KAS
203
Kestra Advisory Services
Texas
$208K -$611K -48,391 -75%
CCG
204
Catalina Capital Group
California
$205K -$2.75K -218 -1%
DAS
205
Diversify Advisory Services
Utah
$204K -$55.3K -4,368 -21%
CCM
206
Causeway Capital Management
California
$204K -$31.2K -2,467 -13%
VFA
207
Valeo Financial Advisors
Indiana
$201K +$9.3K +736 +5%
HAG
208
HighPoint Advisor Group
Illinois
$201K +$23.8K +1,853 +13%
SF
209
Synovus Financial
Georgia
$199K +$199K +15,754 New
IC
210
Iconiq Capital
California
$196K +$196K +15,502 New
NRC
211
New Republic Capital
North Carolina
$194K -$42.3K -3,348 -18%
GC
212
Guggenheim Capital
Illinois
$194K -$316K -25,014 -62%
HSBC Holdings
213
HSBC Holdings
United Kingdom
$193K -$310K -24,591 -62%
AWM
214
Apollon Wealth Management
South Carolina
$193K -$7.76K -614 -4%
RJFSA
215
Raymond James Financial Services Advisors
Florida
$189K -$55.3K -4,382 -23%
CCM
216
Coldstream Capital Management
Washington
$189K +$189K +14,925 New
PCS
217
Personal CFO Solutions
New Jersey
$188K +$10.4K +825 +6%
BHPW
218
Beverly Hills Private Wealth
California
$185K -$48.6K -3,845 -21%
OL
219
Optas LLC
Texas
$180K +$180K +14,249 New
TRCT
220
Tower Research Capital (TRC)
New York
$180K +$57.2K +4,530 +47%
State Street
221
State Street
Massachusetts
$176K – – –
CH
222
Cromwell Holdings
Wyoming
$175K – – –
ACC
223
Acorn Creek Capital
Colorado
$170K +$2.43K +192 +1%
Commonwealth Equity Services
224
Commonwealth Equity Services
Massachusetts
$170K +$20.5K +1,628 +14%
WI
225
WrapManager Inc
California
$169K -$26.9K -2,127 -14%
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