SMFG icon

Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

265 hedge funds and large institutions have $873M invested in Sumitomo Mitsui Financial in 2023 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 97 increasing their positions, 101 reducing their positions, and 29 closing their positions.

Holders
265
Holders Change
+6
Holders Change %
+2.32%
% of All Funds
4.24%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
39
Increased
97
Reduced
101
Closed
29
Calls
$1.16M
Puts
$277K
Net Calls
+$886K
Net Calls Change
+$668K

Top Buyers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$28.8M
2
SC
2
Samlyn Capital
New York
$20.1M
3
Goldman Sachs
3
Goldman Sachs
New York
$90.3M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$8.18M
5
UBS Group
5
UBS Group
Switzerland
$6.53M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$41.5M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$6.78M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Jane Street
4
Jane Street
New York
$7.01M
5
Morgan Stanley
5
Morgan Stanley
New York
$95.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$95.6M 11,947,024 -1,441,497 -11%
Goldman Sachs
2
Goldman Sachs
New York
$90.3M 11,289,837 +1,387,731 +14%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$50.8M 6,355,224 +774,378 +14%
BlackRock
4
BlackRock
New York
$47.1M 5,887,817 +28,407 +0.5%
CIM
5
Cowen Investment Management
New York
$45.2M 5,643,875 -1,000,000 -15%
Lazard Asset Management
6
Lazard Asset Management
New York
$41.5M 5,182,233 -3,031,650 -37%
Wells Fargo
7
Wells Fargo
California
$41M 5,126,203 -334,750 -6%
Northern Trust
8
Northern Trust
Illinois
$31M 3,872,346 +55,596 +1%
Marshall Wace
9
Marshall Wace
United Kingdom
$28.8M 3,603,781 +2,309,306 +178%
Invesco
10
Invesco
Georgia
$25.2M 3,147,117 -1,435,344 -31%
Bank of America
11
Bank of America
North Carolina
$24M 2,998,785 -185,414 -6%
CAC
12
Cowen and Company
New York
$22.4M 2,800,730 -570,000 -17%
SC
13
Samlyn Capital
New York
$20.1M 2,517,702 +1,818,673 +260%
Renaissance Technologies
14
Renaissance Technologies
New York
$19M 2,369,170 -314,100 -12%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$18.4M 2,305,078 +6,242 +0.3%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$13.5M 2,177,057 +302,550 +16%
CCM
17
Causeway Capital Management
California
$13.3M 1,667,593 +43,857 +3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$12.8M 1,603,760 -149,516 -9%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$9.25M 1,155,821 -82,442 -7%
Federated Hermes
20
Federated Hermes
Pennsylvania
$8.18M 1,022,962 +982,404 +2,422%
CIBC World Market
21
CIBC World Market
Ontario, Canada
$7.91M 988,186 +136,383 +16%
American Century Companies
22
American Century Companies
Missouri
$7.44M 930,188 +119,575 +15%
Jane Street
23
Jane Street
New York
$7.01M 876,792 -1,753,368 -67%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$6.88M 859,885 +327,481 +62%
Voloridge Investment Management
25
Voloridge Investment Management
Florida
$6.79M 848,838 -143,881 -14%
1
2 3 4 5