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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

272 hedge funds and large institutions have $985M invested in Sumitomo Mitsui Financial in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 107 increasing their positions, 97 reducing their positions, and 22 closing their positions.

Holders
272
Holders Change
+7
Holders Change %
+2.64%
% of All Funds
4.34%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
30
Increased
107
Reduced
97
Closed
22
Calls
$13.6M
Puts
$140K
Net Calls
+$13.5M
Net Calls Change
+$12.5M

Top Buyers

1
CFM
1
Capricorn Fund Managers
United Kingdom
$9.07M
2
XC
2
XY Capital
Hong Kong
$6.68M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$68.6M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$7.78M
5
RAM
5
Ramirez Asset Management
New York
$3.74M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$49M
2
CAC
2
Cowen and Company
New York
$0
3
Marshall Wace
3
Marshall Wace
United Kingdom
$139K
4
Jane Street
4
Jane Street
New York
$2.26M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.37M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$121M 12,260,459 -30,673 -0.2%
Goldman Sachs
2
Goldman Sachs
New York
$115M 11,708,699 -160,313 -1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$68.6M 6,960,908 +600,360 +9%
BlackRock
4
BlackRock
New York
$63.2M 6,412,421 +170,774 +3%
Wells Fargo
5
Wells Fargo
California
$49.7M 5,043,246 +14,879 +0.3%
Lazard Asset Management
6
Lazard Asset Management
New York
$49M 4,976,246 -2,535,247 -34%
CIM
7
Cowen Investment Management
New York
$40.9M 4,152,575 -299,300 -7%
Northern Trust
8
Northern Trust
Illinois
$34.2M 3,476,002 -392,777 -10%
Invesco
9
Invesco
Georgia
$31.4M 3,189,494 -679,859 -18%
Bank of America
10
Bank of America
North Carolina
$28.5M 2,893,872 -54,258 -2%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$23.2M 2,354,171 +54,066 +2%
Natixis Advisors
12
Natixis Advisors
Massachusetts
$21.9M 2,218,778 +80,733 +4%
Renaissance Technologies
13
Renaissance Technologies
New York
$19.4M 1,967,270 -161,000 -8%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$19M 1,927,727 -17,052 -0.9%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$13.3M 1,346,877 -113,930 -8%
American Century Companies
16
American Century Companies
Missouri
$11.2M 1,137,275 +67,464 +6%
CCM
17
Causeway Capital Management
California
$10.2M 1,033,076 -633,250 -38%
Federated Hermes
18
Federated Hermes
Pennsylvania
$9.5M 964,601 -24,947 -3%
CFM
19
Capricorn Fund Managers
United Kingdom
$9.07M 920,334 +920,334 New
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$8.37M 850,002 -58,487 -6%
AHC
21
Anderson Hoagland & Co
Missouri
$8.16M 828,637 +315,394 +61%
CIBC World Market
22
CIBC World Market
Ontario, Canada
$7.9M 802,032 -6,873 -0.8%
Qube Research & Technologies (QRT)
23
Qube Research & Technologies (QRT)
United Kingdom
$7.78M 789,521 +381,034 +93%
CIBC Asset Management
24
CIBC Asset Management
Ontario, Canada
$6.96M 706,860 -21,625 -3%
XC
25
XY Capital
Hong Kong
$6.68M 677,984 +677,984 New
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