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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
VIA
276
Vident Investment Advisory
Georgia
$1.72M -$525K -4,712 -23%
AI
277
Atria Investments
North Carolina
$1.72M -$327K -2,933 -16%
BCIM
278
British Columbia Investment Management
British Columbia, Canada
$1.71M -$880K -7,896 -34%
Mackenzie Financial
279
Mackenzie Financial
Ontario, Canada
$1.71M +$93.4K +838 +6%
AB
280
Amalgamated Bank
New York
$1.7M -$34.9K -313 -2%
SYBT
281
Stock Yards Bank & Trust
Kentucky
$1.7M -$99.4K -892 -5%
Wealthfront Advisers
282
Wealthfront Advisers
California
$1.69M -$156K -1,401 -8%
CFMC
283
Curbstone Financial Management Corp
New Hampshire
$1.67M +$33.4K +300 +2%
DC
284
Davenport & Co
Virginia
$1.64M +$80.6K +723 +5%
Janney Montgomery Scott
285
Janney Montgomery Scott
Pennsylvania
$1.64M +$3.9K +35 +0.2%
Wolverine Trading
286
Wolverine Trading
Illinois
$1.63M -$804K -7,212 -32%
Aristotle Capital Management
287
Aristotle Capital Management
California
$1.61M
CGH
288
Crossmark Global Holdings
Texas
$1.61M +$52K +467 +3%
CB
289
Commerce Bank
Missouri
$1.6M +$16.7K +150 +1%
TCOV
290
Trust Company of Vermont
Vermont
$1.59M +$262K +2,351 +19%
TCM
291
Teza Capital Management
Illinois
$1.58M +$1.33M +11,966 +506%
Schroder Investment Management Group
292
Schroder Investment Management Group
United Kingdom
$1.52M -$759K -6,814 -33%
NEI
293
Northwest & Ethical Investments
Ontario, Canada
$1.52M
ODCM
294
Old Dominion Capital Management
Virginia
$1.5M -$22.3K -200 -1%
LCP
295
Legacy Capital Partners
Wisconsin
$1.49M -$239K -2,145 -14%
Natixis Advisors
296
Natixis Advisors
Massachusetts
$1.46M +$1.47M +13,226 New
CIA
297
Cascade Investment Advisors
Oregon
$1.45M +$51.3K +460 +4%
FTIOP
298
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.45M +$5.35K +48 +0.4%
II
299
IFM Investors
Australia
$1.45M +$593K +5,317 +68%
SCA
300
Sage Capital Advisors
South Dakota
$1.44M -$162K -1,457 -10%

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.