J.M. Smucker
SJM
808 hedge funds and large institutions have $10.5B invested in J.M. Smucker in 2019 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 272 increasing their positions, 246 reducing their positions, and 65 closing their positions.
91% more first-time investments, than exits
New positions opened: 124 | Existing positions closed: 65
54% more call options, than puts
Call options by funds: $128M | Put options by funds: $83.3M
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
27% more capital invested
Capital invested by funds: $8.28B → $10.5B (+$2.22B)
11% more repeat investments, than reductions
Existing positions increased: 272 | Existing positions reduced: 246
7% more funds holding
Funds holding: 755 → 808 (+53)
1.04% more ownership
Funds ownership: 78.19% → 79.23% (+1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
+$136M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$105M |
| 3 |
Millennium Management
New York
|
+$91.1M |
| 4 |
State Street
Boston,
Massachusetts
|
+$51.9M |
| 5 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
+$39.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$319M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$137M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$87.3M |
| 4 |
BlackRock
New York
|
-$58.9M |
| 5 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$21.1M |
SJM Hedge Fund Activity: Q1 2019 in Review
808 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q1 2019, worth a combined $10.5B — up 27% from $8.28B a quarter earlier.
Buyers outnumbered sellers: 124 funds opened new SJM positions and 65 closed out — a net gain of 59 holders — while 272 added to existing stakes and 246 trimmed.
The largest buyer was LSV Asset Management, adding an estimated $136M. The largest seller was Bank of America, cutting an estimated $319M.
- 808 institutional investors held J.M. Smucker (SJM) as of Q1 2019, up from 755 in Q4 2018.
- Funds reported $10.5B of J.M. Smucker stock for Q1 2019, up 27% quarter-over-quarter.
- 124 funds opened new J.M. Smucker positions in Q1 2019 and 65 closed out, a net change of +59 holders.
- The largest J.M. Smucker buyer in Q1 2019 was LSV Asset Management, an estimated $136M added.
- The largest J.M. Smucker seller in Q1 2019 was Bank of America, an estimated $319M sold.
Based on aggregated 13F filings for Q1 2019.