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J.M. Smucker

798 hedge funds and large institutions have $10.3B invested in J.M. Smucker in 2019 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 253 increasing their positions, 303 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more call options, than puts

Call options by funds: $76.8M | Put options by funds: $74.1M

2% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 83

0.25% less ownership

Funds ownership: 79.23%78.99% (-0.25%)

2% less capital invested

Capital invested by funds: $10.5B → $10.3B (-$165M)

1% less funds holding

Funds holding: 808798 (-10)

17% less repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 303

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
798
Holders Change
-10
Holders Change %
-1.24%
% of All Funds
17.33%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
85
Increased
253
Reduced
303
Closed
83
Calls
$76.8M
Puts
$74.1M
Net Calls
+$2.66M
Net Calls Change
-$42.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PAA
276
Peregrine Asset Advisers
Oregon
$2.17M +$2.3M +18,819 New
EGM
277
Engineers Gate Manager
New York
$2.16M +$2.29M +18,773 New
CBOA
278
Commonwealth Bank of Australia
Australia
$2.16M -$4.03K -33 -0.2%
Nisa Investment Advisors
279
Nisa Investment Advisors
Missouri
$2.13M +$264K +2,165 +13%
AI
280
Atria Investments
North Carolina
$2.13M +$1.61M +13,213 +246%
NSEDCP
281
NJ State Employees Deferred Compensation Plan
New Jersey
$2.12M
BCM
282
Brookstone Capital Management
Illinois
$2.08M +$2.2M +18,013 New
TFA
283
Toth Financial Advisory
Virginia
$2.06M +$356K +2,913 +19%
GH
284
GAM Holding
Switzerland
$2.03M -$2.07M -16,913 -49%
MLICM
285
Metropolitan Life Insurance Company (MetLife)
New York
$1.97M +$132K +1,080 +7%
Wealthfront Advisers
286
Wealthfront Advisers
California
$1.94M +$91.2K +747 +5%
SFA
287
Sequoia Financial Advisors
Ohio
$1.93M +$149K +1,218 +8%
AIM
288
Achmea Investment Management
Netherlands
$1.93M +$533K +4,366 +35%
NFG
289
Next Financial Group
Texas
$1.93M +$2.01M +16,434 +5,954%
Verition Fund Management
290
Verition Fund Management
Connecticut
$1.92M +$1.16M +9,465 +131%
SSWM
291
Sheets Smith Wealth Management
North Carolina
$1.9M -$36.6K -300 -2%
NAM
292
Nissay Asset Management
Japan
$1.9M +$655K +5,365 +48%
SYBT
293
Stock Yards Bank & Trust
Kentucky
$1.88M -$60.9K -499 -3%
MSA
294
Mason Street Advisors
Wisconsin
$1.87M -$855 -7 -0%
Neuberger Berman Group
295
Neuberger Berman Group
New York
$1.86M -$389K -3,183 -16%
NB
296
Norinchukin Bank
Japan
$1.85M -$678K -5,553 -26%
Public Employees Retirement Association of Colorado
297
Public Employees Retirement Association of Colorado
Colorado
$1.84M
JMPWA
298
JP Morgan Private Wealth Advisors
California
$1.84M -$189K -1,546 -9%
CA
299
Commerzbank Aktiengesellschaft
Germany
$1.84M -$12.3K -101 -0.6%
PSP
300
Principal Street Partners
Tennessee
$1.83M -$4.11M -33,693 -68%

SJM Hedge Fund Activity: Q2 2019 in Review

798 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2019, worth a combined $10.3B — down 1.6% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new SJM positions and 83 closed out — a net gain of 2 holders — while 253 added to existing stakes and 303 trimmed.

The largest buyer was Nuveen, adding an estimated $71.8M. The largest seller was Citadel Advisors, cutting an estimated $88M.

  • 798 institutional investors held J.M. Smucker (SJM) as of Q2 2019, down from 808 in Q1 2019.
  • Funds reported $10.3B of J.M. Smucker stock for Q2 2019, down 1.6% quarter-over-quarter.
  • 85 funds opened new J.M. Smucker positions in Q2 2019 and 83 closed out, a net change of +2 holders.
  • The largest J.M. Smucker buyer in Q2 2019 was Nuveen, an estimated $71.8M added.
  • The largest J.M. Smucker seller in Q2 2019 was Citadel Advisors, an estimated $88M sold.

Based on aggregated 13F filings for Q2 2019.