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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

225 hedge funds and large institutions have $862M invested in Sumitomo Mitsui Financial in 2021 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 94 increasing their positions, 67 reducing their positions, and 23 closing their positions.

Holders
225
Holders Change
-4
Holders Change %
-1.75%
% of All Funds
3.93%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
22
Increased
94
Reduced
67
Closed
23
Calls
$298K
Puts
$1.13M
Net Calls
-$833K
Net Calls Change
-$5.61M

Top Buyers

1
WHG
1
Westwood Holdings Group
Texas
$18.2M
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$7.12M
3
Morgan Stanley
3
Morgan Stanley
New York
$58.8M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$36.5M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$4.35M

Top Sellers

1
LP
1
LMR Partners
United Kingdom
$6.12M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$36.1M
3
Northern Trust
3
Northern Trust
Illinois
$41.6M
4
Goldman Sachs
4
Goldman Sachs
New York
$41.9M
5
Citigroup
5
Citigroup
New York
$11.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Lazard Asset Management
1
Lazard Asset Management
New York
$89.4M 12,973,231 -168,572 -1%
PPA
2
Parametric Portfolio Associates
Washington
$74.7M 10,836,426 +570,208 +6%
CIM
3
Cowen Investment Management
New York
$71.4M 10,360,600 -25,000 -0.2%
Morgan Stanley
4
Morgan Stanley
New York
$58.8M 8,531,266 +789,643 +10%
BlackRock
5
BlackRock
New York
$54.8M 7,953,177 +12,844 +0.2%
Goldman Sachs
6
Goldman Sachs
New York
$41.9M 6,087,332 -1,116,547 -15%
CAC
7
Cowen and Company
New York
$41.6M 6,036,605 -305,000 -5%
Northern Trust
8
Northern Trust
Illinois
$41.6M 6,036,187 -1,145,994 -16%
Wells Fargo
9
Wells Fargo
California
$38.9M 5,642,884 -665,994 -11%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$36.5M 5,303,009 +721,149 +16%
Renaissance Technologies
11
Renaissance Technologies
New York
$36.1M 5,232,770 -1,251,800 -19%
Bank of America
12
Bank of America
North Carolina
$35M 5,073,571 +563,807 +13%
WHG
13
Westwood Holdings Group
Texas
$18.2M 2,634,905 +2,634,905 New
CCM
14
Causeway Capital Management
California
$15.7M 2,280,336 +37,204 +2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$13.4M 1,944,948 +20,073 +1%
CGH
16
Crossmark Global Holdings
Texas
$12.4M 1,802,942 +1,170 +0.1%
Citigroup
17
Citigroup
New York
$11.2M 1,622,077 -1,032,883 -39%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$10.6M 1,543,112 +419,638 +37%
Natixis Advisors
19
Natixis Advisors
Massachusetts
$9.85M 1,429,242 +87,054 +6%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$7.75M 1,124,887 +210,902 +23%
US Bancorp
21
US Bancorp
Minnesota
$7.71M 1,118,899 -121,574 -10%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$7.12M 1,034,013 +1,034,013 New
LP
23
LMR Partners
United Kingdom
$6.12M 887,791 -1,251,287 -58%
CIBC World Market
24
CIBC World Market
Ontario, Canada
$5.69M 826,222 -15,106 -2%
Franklin Resources
25
Franklin Resources
California
$5.39M 782,671 -360,947 -32%
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