We are live on ! Find out more
SJM icon

J.M. Smucker

741 hedge funds and large institutions have $9.93B invested in J.M. Smucker in 2019 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 260 increasing their positions, 277 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $68.6M | Put options by funds: $61.4M

0.23% more ownership

Funds ownership: 78.99%79.22% (+0.23%)

4% less capital invested

Capital invested by funds: $10.3B → $9.93B (-$396M)

6% less repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 277

7% less funds holding

Funds holding: 798741 (-57)

54% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 102

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
741
Holders Change
-57
Holders Change %
-7.14%
% of All Funds
16.25%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
47
Increased
260
Reduced
277
Closed
102
Calls
$68.6M
Puts
$61.4M
Net Calls
+$7.23M
Net Calls Change
+$4.57M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Nova Scotia
226
Bank of Nova Scotia
Ontario, Canada
$2.56M +$153K +1,370 +6%
LA
227
LVW Advisors
New York
$2.55M -$62.4K -560 -2%
SI
228
Stephens Inc
Arkansas
$2.54M +$71.8K +644 +3%
MHIM
229
MacNealy Hoover Investment Management
Ohio
$2.52M -$61.3K -550 -2%
OTPPB
230
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.49M -$312K -2,797 -11%
CIBC World Market
231
CIBC World Market
Ontario, Canada
$2.48M +$69K +619 +3%
Citadel Advisors
232
Citadel Advisors
Florida
$2.46M -$31.3M -280,422 -93%
DADC
233
D.A. Davidson & Co
Montana
$2.45M -$112K -1,007 -4%
Public Sector Pension Investment Board (PSP Investments)
234
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.42M +$798K +7,158 +48%
Millennium Management
235
Millennium Management
New York
$2.42M -$66.1M -592,988 -96%
TPSF
236
Texas Permanent School Fund
Texas
$2.34M -$77.1K -692 -3%
ERSOT
237
Employees Retirement System of Texas
Texas
$2.33M +$1.69M +15,150 +253%
WFG
238
Wills Financial Group
Virginia
$2.32M -$2.23K -20 -0.1%
Mitsubishi UFJ Asset Management
239
Mitsubishi UFJ Asset Management
Japan
$2.3M +$95K +852 +4%
SFI
240
Susquehanna Fundamental Investments
Pennsylvania
$2.3M +$2.33M +20,900 New
URS
241
Utah Retirement Systems
Utah
$2.29M +$11.1K +100 +0.5%
SCM
242
Sterling Capital Management
North Carolina
$2.27M
QI
243
QS Investors
New York
$2.26M +$43.2K +388 +2%
Holocene Advisors
244
Holocene Advisors
New York
$2.19M +$2.22M +19,897 New
MOACM
245
Mutual of America Capital Management
New York
$2.18M +$7.8K +70 +0.4%
BG
246
Bahl & Gaynor
Ohio
$2.17M +$41.8K +375 +2%
BFEC
247
Benjamin F. Edwards & Company
Missouri
$2.17M +$50K +449 +2%
Nisa Investment Advisors
248
Nisa Investment Advisors
Missouri
$2.14M +$110K +985 +5%
MSL
249
Mackay Shields LLC
New York
$2.12M -$8.36M -75,050 -80%
Mercer Global Advisors
250
Mercer Global Advisors
Colorado
$2.09M +$8.14K +73 +0.4%

SJM Hedge Fund Activity: Q3 2019 in Review

741 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q3 2019, worth a combined $9.93B — down 3.8% from $10.3B a quarter earlier.

Sellers outnumbered buyers: 102 funds closed out of SJM and 47 opened new positions — a net loss of 55 holders — while 277 trimmed existing stakes and 260 added.

The largest buyer was Fidelity Investments, adding an estimated $68.1M. The largest seller was Millennium Management, cutting an estimated $66.1M.

  • 741 institutional investors held J.M. Smucker (SJM) as of Q3 2019, down from 798 in Q2 2019.
  • Funds reported $9.93B of J.M. Smucker stock for Q3 2019, down 3.8% quarter-over-quarter.
  • 47 funds opened new J.M. Smucker positions in Q3 2019 and 102 closed out, a net change of -55 holders.
  • The largest J.M. Smucker buyer in Q3 2019 was Fidelity Investments, an estimated $68.1M added.
  • The largest J.M. Smucker seller in Q3 2019 was Millennium Management, an estimated $66.1M sold.

Based on aggregated 13F filings for Q3 2019.