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J.M. Smucker

842 hedge funds and large institutions have $12.1B invested in J.M. Smucker in 2021 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 301 increasing their positions, 282 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 62

11% more call options, than puts

Call options by funds: $45.1M | Put options by funds: $40.7M

1% more funds holding

Funds holding: 831842 (+11)

7% more repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 282

1% more capital invested

Capital invested by funds: $12B → $12.1B (+$172M)

0.05% more ownership

Funds ownership: 87.6%87.64% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
842
Holders Change
+11
Holders Change %
+1.32%
% of All Funds
14.66%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
81
Increased
301
Reduced
282
Closed
62
Calls
$45.1M
Puts
$40.7M
Net Calls
+$4.37M
Net Calls Change
-$20.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Voloridge Investment Management
251
Voloridge Investment Management
Florida
$2.69M +$1.6M +12,031 +137%
DCP
252
Distillate Capital Partners
Illinois
$2.67M +$271K +2,042 +11%
GIBU
253
Gulf International Bank (UK)
United Kingdom
$2.66M -$13.3K -100 -0.5%
BFEC
254
Benjamin F. Edwards & Company
Missouri
$2.65M +$64.5K +486 +2%
DADC
255
D.A. Davidson & Co
Montana
$2.63M -$3.72K -28 -0.1%
URS
256
Utah Retirement Systems
Utah
$2.62M -$120K -900 -4%
BCIM
257
British Columbia Investment Management
British Columbia, Canada
$2.62M +$203K +1,532 +8%
JIC
258
Johnson Investment Counsel
Ohio
$2.59M +$119K +897 +5%
Natixis Advisors
259
Natixis Advisors
Massachusetts
$2.58M -$38.9K -293 -1%
SG Americas Securities
260
SG Americas Securities
New York
$2.53M +$1.59K +12 +0.1%
Public Sector Pension Investment Board (PSP Investments)
261
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.49M +$1.13M +8,477 +79%
SPIA
262
Steward Partners Investment Advisory
New York
$2.48M -$587K -4,419 -19%
Janney Montgomery Scott
263
Janney Montgomery Scott
Pennsylvania
$2.48M +$17.4K +131 +0.7%
Schroder Investment Management Group
264
Schroder Investment Management Group
United Kingdom
$2.46M +$1.79M +13,508 +246%
BBVA
265
Banco Bilbao Vizcaya Argentaria
Spain
$2.41M +$360K +2,713 +17%
DSAM
266
Dock Street Asset Management
Florida
$2.4M +$2.47M +18,565 New
SFS
267
Sowell Financial Services
Arkansas
$2.4M +$153K +1,150 +7%
JMPWA
268
JP Morgan Private Wealth Advisors
California
$2.38M +$674K +5,072 +38%
TCM
269
Twin Capital Management
Pennsylvania
$2.38M +$331K +2,490 +16%
TPSF
270
Texas Permanent School Fund
Texas
$2.36M -$12.6K -95 -0.5%
Cambridge Investment Research Advisors
271
Cambridge Investment Research Advisors
Iowa
$2.33M +$169K +1,274 +8%
FCMC
272
Founders Capital Management (Connecticut)
Connecticut
$2.3M -$15.1K -114 -0.6%
MSL
273
Mackay Shields LLC
New York
$2.24M -$128K -967 -5%
HIMCH
274
Hartford Investment Management Co (HIMCO)
Connecticut
$2.21M +$130K +978 +6%
MPM
275
Meritage Portfolio Management
Kansas
$2.19M -$930K -7,005 -29%

SJM Hedge Fund Activity: Q2 2021 in Review

842 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2021, worth a combined $12.1B — up 1.4% from $12B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new SJM positions and 62 closed out — a net gain of 19 holders — while 301 added to existing stakes and 282 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $70M. The largest seller was American Century Companies, cutting an estimated $86.4M.

  • 842 institutional investors held J.M. Smucker (SJM) as of Q2 2021, up from 831 in Q1 2021.
  • Funds reported $12.1B of J.M. Smucker stock for Q2 2021, up 1.4% quarter-over-quarter.
  • 81 funds opened new J.M. Smucker positions in Q2 2021 and 62 closed out, a net change of +19 holders.
  • The largest J.M. Smucker buyer in Q2 2021 was Morgan Stanley, an estimated $70M added.
  • The largest J.M. Smucker seller in Q2 2021 was American Century Companies, an estimated $86.4M sold.

Based on aggregated 13F filings for Q2 2021.