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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

346 hedge funds and large institutions have $1.49B invested in Sumitomo Mitsui Financial in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 149 increasing their positions, 100 reducing their positions, and 28 closing their positions.

Holders
346
Holders Change
+14
Holders Change %
+4.22%
% of All Funds
4.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
48
Increased
149
Reduced
100
Closed
28
Calls
$50.6M
Puts
$395K
Net Calls
+$50.2M
Net Calls Change
+$5.56M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$343M
2
Northern Trust
2
Northern Trust
Illinois
$72.9M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$92.5M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$121M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$10.8M

Top Sellers

1
CAC
1
Cowen and Company
New York
$0
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$5.93M
3
Wells Fargo
3
Wells Fargo
California
$30.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$14.7M
5
Invesco
5
Invesco
Georgia
$14.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$343M 23,697,823 +7,381,603 +45%
Goldman Sachs
2
Goldman Sachs
New York
$163M 11,217,749 -7,405 -0.1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$121M 8,383,293 +1,189,453 +17%
BlackRock
4
BlackRock
New York
$101M 6,964,935 +55,122 +0.8%
CCMG
5
Clark Capital Management Group
Pennsylvania
$92.5M 6,384,308 +1,355,287 +27%
Northern Trust
6
Northern Trust
Illinois
$72.9M 5,029,497 +2,224,913 +79%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$42M 2,899,574 +33,783 +1%
Wells Fargo
8
Wells Fargo
California
$30.2M 2,080,805 -1,199,954 -37%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$26.1M 1,803,684 +70,946 +4%
Bank of America
10
Bank of America
North Carolina
$25.7M 1,776,384 +129,684 +8%
Renaissance Technologies
11
Renaissance Technologies
New York
$23.3M 1,610,670 -23,900 -1%
American Century Companies
12
American Century Companies
Missouri
$22M 1,515,323 +70,774 +5%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$14.7M 1,015,206 -354,744 -26%
Invesco
14
Invesco
Georgia
$14.7M 1,013,936 -341,666 -25%
Natixis Advisors
15
Natixis Advisors
Massachusetts
$13M 900,374 +313,642 +53%
AHC
16
Anderson Hoagland & Co
Missouri
$12.3M 840,100 -10,785 -1%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$10.8M 745,849 +434,728 +140%
UBS Group
18
UBS Group
Switzerland
$9.65M 666,134 +135,348 +25%
OSAM
19
O'Shaughnessy Asset Management
Connecticut
$8.61M 594,358 -12,790 -2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$8.42M 581,102 -12,376 -2%
Allspring Global Investments
21
Allspring Global Investments
North Carolina
$8.3M 576,485 +249,543 +76%
QCM
22
Quantinno Capital Management
New York
$8.16M 563,464 +17,291 +3%
CIBC World Market
23
CIBC World Market
Ontario, Canada
$8.12M 560,340 -853 -0.2%
CGH
24
Crossmark Global Holdings
Texas
$7.22M 498,398 +4,421 +0.9%
Franklin Resources
25
Franklin Resources
California
$7.13M 492,268 -4,897 -1%
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