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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
LBC
251
Lowe Brockenbrough & Co
Virginia
$2.09M +$11.3K +101 +0.5%
RMCM
252
Reynders McVeigh Capital Management
Massachusetts
$2.06M -$364K -3,270 -15%
SB
253
Suntrust Banks
Georgia
$2.04M -$237K -2,124 -10%
NSEDCP
254
NJ State Employees Deferred Compensation Plan
New Jersey
$2.02M
CA
255
Commerzbank Aktiengesellschaft
Germany
$2.02M +$267K +2,398 +15%
SFS
256
Sowell Financial Services
Arkansas
$2.02M +$2.04M +18,336 New
JMPWA
257
JP Morgan Private Wealth Advisors
California
$2.01M +$261K +2,338 +15%
TFA
258
Toth Financial Advisory
Virginia
$1.96M -$8.92K -80 -0.4%
Pacer Advisors
259
Pacer Advisors
Pennsylvania
$1.94M +$378K +3,392 +24%
GH
260
GAM Holding
Switzerland
$1.94M
MLICM
261
Metropolitan Life Insurance Company (MetLife)
New York
$1.89M +$10K +90 +0.5%
RB
262
Rodgers Brothers
Pennsylvania
$1.88M +$859K +7,703 +82%
AG
263
Advisor Group
Arizona
$1.86M -$505K -4,532 -21%
AIM
264
Achmea Investment Management
Netherlands
$1.84M
SSWM
265
Sheets Smith Wealth Management
North Carolina
$1.82M
NB
266
Norinchukin Bank
Japan
$1.81M +$47.5K +426 +3%
MSA
267
Mason Street Advisors
Wisconsin
$1.79M +$2.9K +26 +0.2%
PP
268
Paloma Partners
Connecticut
$1.76M +$734K +6,589 +70%
Public Employees Retirement Association of Colorado
269
Public Employees Retirement Association of Colorado
Colorado
$1.76M
SFA
270
Sequoia Financial Advisors
Ohio
$1.76M -$90.5K -812 -5%
CIBC Asset Management
271
CIBC Asset Management
Ontario, Canada
$1.75M +$50.8K +456 +3%
PI
272
PEAK6 Investments
Illinois
$1.74M -$764K -6,857 -30%
CCM
273
Covington Capital Management
California
$1.74M +$5.8K +52 +0.3%
NIPH
274
NN Investment Partners Holdings
Netherlands
$1.73M -$3.41M -30,636 -66%
Neuberger Berman Group
275
Neuberger Berman Group
New York
$1.73M -$52.7K -473 -3%

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.