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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

310 hedge funds and large institutions have $1.12B invested in Sumitomo Mitsui Financial in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 131 increasing their positions, 93 reducing their positions, and 38 closing their positions.

Holders
310
Holders Change
+4
Holders Change %
+1.31%
% of All Funds
4.49%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
46
Increased
131
Reduced
93
Closed
38
Calls
$295K
Puts
$377K
Net Calls
-$82K
Net Calls Change
-$1.38M

Top Buyers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$49.7M
2
CAC
2
Cowen and Company
New York
$33M
3
Citadel Advisors
3
Citadel Advisors
Florida
$7.94M
4
B
4
Bailard
California
$5.59M
5
SW
5
Simplicity Wealth
New Jersey
$5.36M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$143M
2
Jane Street
2
Jane Street
New York
$1.13M
3
CCM
3
Causeway Capital Management
California
$240K
4
CIM
4
Cowen Investment Management
New York
$38.9M
5
XC
5
XY Capital
Hong Kong
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$143M 12,123,428 -14,641,474 -55%
Goldman Sachs
2
Goldman Sachs
New York
$128M 10,915,210 -118,010 -1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$83M 7,050,938 +23,453 +0.3%
BlackRock
4
BlackRock
New York
$77.9M 6,621,399 -22,808 -0.3%
Wells Fargo
5
Wells Fargo
California
$50.3M 4,276,194 +6,132 +0.1%
CCMG
6
Clark Capital Management Group
Pennsylvania
$49.7M 4,222,423 +4,222,423 New
CIM
7
Cowen Investment Management
New York
$38.9M 3,301,575 -850,000 -20%
Millennium Management
8
Millennium Management
New York
$37.8M 3,214,755 -12,930 -0.4%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$34.7M 2,951,743 +152,159 +5%
Northern Trust
10
Northern Trust
Illinois
$34M 2,890,646 -503,808 -15%
CAC
11
Cowen and Company
New York
$33M 2,800,730 +2,800,730 New
Invesco
12
Invesco
Georgia
$22.1M 1,874,028 -616,477 -25%
Renaissance Technologies
13
Renaissance Technologies
New York
$18.4M 1,566,970 -149,100 -9%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$18.4M 1,563,278 +341,242 +28%
Bank of America
15
Bank of America
North Carolina
$15.6M 1,323,126 -112 -0%
American Century Companies
16
American Century Companies
Missouri
$15M 1,275,724 +66,432 +5%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$11M 931,410 +6,966 +0.8%
AHC
18
Anderson Hoagland & Co
Missouri
$9.92M 859,561 +28,814 +3%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$9.84M 835,904 +4,634 +0.6%
Citadel Advisors
20
Citadel Advisors
Florida
$7.94M 674,952 +585,645 +656%
CIBC Asset Management
21
CIBC Asset Management
Ontario, Canada
$7.52M 639,223 -19,978 -3%
CIBC World Market
22
CIBC World Market
Ontario, Canada
$6.82M 579,357 -216,293 -27%
Franklin Resources
23
Franklin Resources
California
$6.58M 559,472 -27,190 -5%
Natixis Advisors
24
Natixis Advisors
Massachusetts
$6.47M 549,278 -57,343 -9%
MWM
25
Moran Wealth Management
Florida
$6.22M 528,313 +1,787 +0.3%
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