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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

235 hedge funds and large institutions have $800M invested in Sumitomo Mitsui Financial in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 108 increasing their positions, 54 reducing their positions, and 21 closing their positions.

Holders
235
Holders Change
+10
Holders Change %
+4.44%
% of All Funds
4.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
33
Increased
108
Reduced
54
Closed
21
Calls
$43K
Puts
$1.14M
Net Calls
-$1.09M
Net Calls Change
-$260K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$55.1M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$7.97M
3
USCWA
3
U.S. Capital Wealth Advisors
Texas
$3.44M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.54M
5
OSAM
5
O'Shaughnessy Asset Management
Connecticut
$6.56M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$30.9M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$30.1M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$30.9M
4
LP
4
LMR Partners
United Kingdom
$0
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$144K
Name Market Value Shares Shares
Change 		Shares
Change %
Lazard Asset Management
1
Lazard Asset Management
New York
$89.6M 12,776,562 -196,669 -2%
PPA
2
Parametric Portfolio Associates
Washington
$77.9M 11,106,183 +269,757 +2%
Morgan Stanley
3
Morgan Stanley
New York
$60.3M 8,599,207 +67,941 +0.8%
Goldman Sachs
4
Goldman Sachs
New York
$55.1M 7,853,118 +1,765,786 +29%
BlackRock
5
BlackRock
New York
$54.1M 7,720,487 -232,690 -3%
CAC
6
Cowen and Company
New York
$41.9M 5,976,605 -60,000 -1%
Wells Fargo
7
Wells Fargo
California
$39.9M 5,693,782 +50,898 +0.9%
Bank of America
8
Bank of America
North Carolina
$35.3M 5,028,837 -44,734 -0.9%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$30.9M 4,403,223 -899,786 -17%
Northern Trust
10
Northern Trust
Illinois
$30.9M 4,402,725 -1,633,462 -27%
Renaissance Technologies
11
Renaissance Technologies
New York
$30.1M 4,300,470 -932,300 -18%
WHG
12
Westwood Holdings Group
Texas
$17M 2,429,934 -204,971 -8%
CCM
13
Causeway Capital Management
California
$16M 2,288,665 +8,329 +0.4%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$13.6M 1,943,060 -1,888 -0.1%
CGH
15
Crossmark Global Holdings
Texas
$13M 1,857,715 +54,773 +3%
Natixis Advisors
16
Natixis Advisors
Massachusetts
$10.2M 1,458,022 +28,780 +2%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$9.14M 1,303,626 +178,739 +16%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$8.14M 1,161,256 -381,856 -25%
Citigroup
19
Citigroup
New York
$8.09M 1,153,808 -468,269 -29%
Nuveen Asset Management
20
Nuveen Asset Management
Illinois
$7.97M 1,137,502 +1,137,502 New
Franklin Resources
21
Franklin Resources
California
$7.35M 1,047,828 +265,157 +34%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$7M 998,909 -35,104 -3%
OSAM
23
O'Shaughnessy Asset Management
Connecticut
$6.56M 935,888 +448,744 +92%
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
$6.44M 918,885 +390,560 +74%
CIBC World Market
25
CIBC World Market
Ontario, Canada
$5.94M 847,357 +21,135 +3%
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