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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

332 hedge funds and large institutions have $1.16B invested in Sumitomo Mitsui Financial in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 144 increasing their positions, 104 reducing their positions, and 32 closing their positions.

Holders
332
Holders Change
+9
Holders Change %
+2.79%
% of All Funds
4.8%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
43
Increased
144
Reduced
104
Closed
32
Calls
$44.7M
Puts
$115K
Net Calls
+$44.6M
Net Calls Change
-$3.06M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$206M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$63.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$17.3M
4
Bank of America
4
Bank of America
North Carolina
$20.8M
5
BIMC
5
Benson Investment Management Company
Virginia
$5.18M

Top Sellers

1
GAM
1
Groupama Asset Management
France
$0
2
CIM
2
Cowen Investment Management
New York
$0
3
Millennium Management
3
Millennium Management
New York
$212K
4
CAC
4
Cowen and Company
New York
$19.7M
5
Wells Fargo
5
Wells Fargo
California
$41.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$206M 16,316,220 +2,848,854 +21%
Goldman Sachs
2
Goldman Sachs
New York
$142M 11,225,154 -99,416 -0.9%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$90.9M 7,193,840 +342,604 +5%
BlackRock
4
BlackRock
New York
$87.3M 6,909,813 +80,384 +1%
CCMG
5
Clark Capital Management Group
Pennsylvania
$63.5M 5,029,021 +671,080 +15%
Wells Fargo
6
Wells Fargo
California
$41.4M 3,280,759 -863,511 -21%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$36.2M 2,865,791 -65,614 -2%
Northern Trust
8
Northern Trust
Illinois
$35.4M 2,804,584 -122 -0%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$21.9M 1,732,738 +294,105 +20%
Bank of America
10
Bank of America
North Carolina
$20.8M 1,646,700 +469,539 +40%
Renaissance Technologies
11
Renaissance Technologies
New York
$20.6M 1,634,570 +106,100 +7%
CAC
12
Cowen and Company
New York
$19.7M 1,560,230 -1,240,500 -44%
American Century Companies
13
American Century Companies
Missouri
$18.2M 1,444,549 +99,680 +7%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$17.3M 1,369,950 +517,179 +61%
Invesco
15
Invesco
Georgia
$17.1M 1,355,602 +98,703 +8%
AHC
16
Anderson Hoagland & Co
Missouri
$11M 850,885 -8,037 -0.9%
OSAM
17
O'Shaughnessy Asset Management
Connecticut
$7.98M 607,148 +22,828 +4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$7.49M 593,478 +25,908 +5%
Natixis Advisors
19
Natixis Advisors
Massachusetts
$7.41M 586,732 -1,958 -0.3%
CIBC World Market
20
CIBC World Market
Ontario, Canada
$7.09M 561,193 -14,743 -3%
QCM
21
Quantinno Capital Management
New York
$6.9M 546,173 +103,810 +23%
UBS Group
22
UBS Group
Switzerland
$6.7M 530,786 +173,212 +48%
Franklin Resources
23
Franklin Resources
California
$6.54M 497,165 +17,120 +4%
CGH
24
Crossmark Global Holdings
Texas
$6.24M 493,977 +87,993 +22%
CIBC Asset Management
25
CIBC Asset Management
Ontario, Canada
$6.05M 485,342 -127,123 -21%
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