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J.M. Smucker

810 hedge funds and large institutions have $10.3B invested in J.M. Smucker in 2018 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 292 increasing their positions, 268 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.72% more ownership

Funds ownership: 80.53%84.25% (+3.7%)

9% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 85

9% more repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 268

0% more funds holding

Funds holding: 809810 (+1)

9% less capital invested

Capital invested by funds: $11.3B → $10.3B (-$1.05B)

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

47% less call options, than puts

Call options by funds: $111M | Put options by funds: $211M

Holders
810
Holders Change
+1
Holders Change %
+0.12%
% of All Funds
18.54%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.18%
New
93
Increased
292
Reduced
268
Closed
85
Calls
$111M
Puts
$211M
Net Calls
-$99.5M
Net Calls Change
-$125M
Name Holding Trade Value Shares
Change
Change in
Stake
STB
251
S&T Bank
Pennsylvania
$2.27M -$72.3K -644 -3%
BDS
252
Banco de Sabadell
Florida
$2.26M +$624K +5,555 +36%
CIBC Private Wealth Group
253
CIBC Private Wealth Group
Georgia
$2.25M +$900K +8,014 +62%
LA
254
LVW Advisors
New York
$2.21M +$198K +1,766 +9%
CIC
255
Carnegie Investment Counsel
Ohio
$2.2M -$147K -1,307 -6%
URS
256
Utah Retirement Systems
Utah
$2.19M
MCP
257
Martin Capital Partners
Oregon
$2.16M -$154K -1,368 -6%
Public Employees Retirement Association of Colorado
258
Public Employees Retirement Association of Colorado
Colorado
$2.16M -$8.98K -80 -0.4%
DILIC
259
Dai-ichi Life Insurance Company
Japan
$2.15M
HIMCH
260
Hartford Investment Management Co (HIMCO)
Connecticut
$2.15M -$1.73M -15,392 -43%
RCYC
261
Richard C. Young & Co
Rhode Island
$2.15M +$273K +2,432 +14%
LOAMS
262
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.05M -$488K -4,348 -19%
MOACM
263
Mutual of America Capital Management
New York
$2.02M +$27.4K +244 +1%
DCM
264
Dupont Capital Management
Delaware
$2M +$646K +5,751 +45%
NSEDCP
265
NJ State Employees Deferred Compensation Plan
New Jersey
$1.98M
MSL
266
Mackay Shields LLC
New York
$1.98M -$82.5K -735 -4%
SIM
267
Sigma Investment Management
Oregon
$1.95M
MSV
268
MN Services Vermogensbeheer
Netherlands
$1.95M
Nomura Asset Management
269
Nomura Asset Management
Japan
$1.92M -$11.8K -105 -0.6%
IA
270
IndexIQ Advisors
New York
$1.92M -$466K -4,152 -19%
HFS
271
HL Financial Services
Kentucky
$1.9M +$295K +2,625 +17%
Aristotle Capital Management
272
Aristotle Capital Management
California
$1.89M
DnB Asset Management
273
DnB Asset Management
Norway
$1.88M -$6.34M -56,500 -76%
JIR
274
James Investment Research
Ohio
$1.86M +$1.95M +17,340 New
FP
275
Factorial Partners
New York
$1.86M +$1.94M +17,300 New

SJM Hedge Fund Activity: Q2 2018 in Review

810 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2018, worth a combined $10.3B — down 9.3% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new SJM positions and 85 closed out — a net gain of 8 holders — while 292 added to existing stakes and 268 trimmed.

The largest buyer was Vanguard Group, adding an estimated $105M. The largest seller was PNC Financial Services Group, cutting an estimated $78.5M.

  • 810 institutional investors held J.M. Smucker (SJM) as of Q2 2018, up from 809 in Q1 2018.
  • Funds reported $10.3B of J.M. Smucker stock for Q2 2018, down 9.3% quarter-over-quarter.
  • 93 funds opened new J.M. Smucker positions in Q2 2018 and 85 closed out, a net change of +8 holders.
  • The largest J.M. Smucker buyer in Q2 2018 was Vanguard Group, an estimated $105M added.
  • The largest J.M. Smucker seller in Q2 2018 was PNC Financial Services Group, an estimated $78.5M sold.

Based on aggregated 13F filings for Q2 2018.