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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

306 hedge funds and large institutions have $1.04B invested in Sumitomo Mitsui Financial in 2023 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 99 increasing their positions, 103 reducing their positions, and 32 closing their positions.

Holders
306
Holders Change
+34
Holders Change %
+12.5%
% of All Funds
4.49%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
73
Increased
99
Reduced
103
Closed
32
Calls
$1.65M
Puts
$349K
Net Calls
+$1.3M
Net Calls Change
-$12.2M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$259M
2
Millennium Management
2
Millennium Management
New York
$31.2M
3
Jane Street
3
Jane Street
New York
$15.6M
4
OMC
4
Old Mission Capital
Illinois
$6.27M
5
GS
5
GTS Securities
New York
$5.12M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$813K
2
Natixis Advisors
2
Natixis Advisors
Massachusetts
$5.87M
3
Bank of America
3
Bank of America
North Carolina
$12.8M
4
CFM
4
Capricorn Fund Managers
United Kingdom
$0
5
Wells Fargo
5
Wells Fargo
California
$41.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$259M 26,764,902 +14,504,443 +118%
Goldman Sachs
2
Goldman Sachs
New York
$107M 11,033,220 -675,479 -6%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$68M 7,027,485 +66,577 +1%
BlackRock
4
BlackRock
New York
$64.3M 6,644,207 +231,786 +4%
Wells Fargo
5
Wells Fargo
California
$41.3M 4,270,062 -773,184 -15%
CIM
6
Cowen Investment Management
New York
$40.2M 4,151,575 -1,000 -0%
Northern Trust
7
Northern Trust
Illinois
$32.9M 3,394,454 -81,548 -2%
Millennium Management
8
Millennium Management
New York
$31.2M 3,227,685 +3,028,831 +1,523%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$27.1M 2,799,584 +445,413 +19%
Invesco
10
Invesco
Georgia
$24.1M 2,490,505 -698,989 -22%
Renaissance Technologies
11
Renaissance Technologies
New York
$16.6M 1,716,070 -251,200 -13%
Jane Street
12
Jane Street
New York
$15.6M 1,611,597 +1,382,136 +602%
Bank of America
13
Bank of America
North Carolina
$12.8M 1,323,238 -1,570,634 -54%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$11.8M 1,222,036 -705,691 -37%
American Century Companies
15
American Century Companies
Missouri
$11.7M 1,209,292 +72,017 +6%
CCM
16
Causeway Capital Management
California
$9.57M 988,309 -44,767 -4%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$8.95M 924,444 -422,433 -31%
AHC
18
Anderson Hoagland & Co
Missouri
$8.18M 830,747 +2,110 +0.3%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$8.05M 831,270 -18,732 -2%
CIBC World Market
20
CIBC World Market
Ontario, Canada
$7.7M 795,650 -6,382 -0.8%
XC
21
XY Capital
Hong Kong
$7.4M 763,968 +85,984 +13%
CIBC Asset Management
22
CIBC Asset Management
Ontario, Canada
$6.38M 659,201 -47,659 -7%
OMC
23
Old Mission Capital
Illinois
$6.27M 647,389 +647,389 New
Natixis Advisors
24
Natixis Advisors
Massachusetts
$5.87M 606,621 -1,612,157 -73%
Franklin Resources
25
Franklin Resources
California
$5.68M 586,662 -15,014 -2%
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