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J.M. Smucker

755 hedge funds and large institutions have $9.91B invested in J.M. Smucker in 2020 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 258 increasing their positions, 255 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.86% more ownership

Funds ownership: 79.29%82.15% (+2.9%)

4% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 91

1% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 255

0% less funds holding

Funds holding: 757755 (-2)

1% less capital invested

Capital invested by funds: $10B → $9.91B (-$107M)

14% less call options, than puts

Call options by funds: $35.9M | Put options by funds: $41.7M

63% less funds holding in top 10

Funds holding in top 10: 83 (-5)

Holders
755
Holders Change
-2
Holders Change %
-0.26%
% of All Funds
15.48%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.06%
New
95
Increased
258
Reduced
255
Closed
91
Calls
$35.9M
Puts
$41.7M
Net Calls
-$5.78M
Net Calls Change
-$9.05M
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
276
Neuberger Berman Group
New York
$1.54M -$48.5K -432 -3%
Fifth Third Bancorp
277
Fifth Third Bancorp
Ohio
$1.5M +$12.5K +111 +0.8%
SCA
278
Sage Capital Advisors
South Dakota
$1.5M -$7.3K -65 -0.5%
SYBT
279
Stock Yards Bank & Trust
Kentucky
$1.46M
SAM
280
Silvercrest Asset Management
New York
$1.44M -$45.2K -402 -3%
Aristotle Capital Management
281
Aristotle Capital Management
California
$1.44M +$1.24K +11 +0.1%
WBC
282
Westpac Banking Corp
Australia
$1.42M -$616K -5,484 -29%
AWCI
283
Alpine Woods Capital Investors
New York
$1.37M +$1.45M +12,914 New
DILIC
284
Dai-ichi Life Insurance Company
Japan
$1.36M +$97.9K +871 +7%
CFMC
285
Curbstone Financial Management Corp
New Hampshire
$1.35M
EI
286
EDMP Inc
Florida
$1.33M +$17.1K +152 +1%
NAM
287
Nissay Asset Management
Japan
$1.31M +$93.2K +829 +7%
HIMCH
288
Hartford Investment Management Co (HIMCO)
Connecticut
$1.31M -$3.39M -30,193 -71%
ZCM
289
Ziegler Capital Management
Illinois
$1.3M -$174K -1,546 -11%
Wealthfront Advisers
290
Wealthfront Advisers
California
$1.29M -$98.9K -880 -7%
LIA
291
LS Investment Advisors
Michigan
$1.29M +$879K +7,822 +180%
DC
292
Davenport & Co
Virginia
$1.27M -$54.9K -489 -4%
Public Sector Pension Investment Board (PSP Investments)
293
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.26M +$62.6K +557 +5%
CWM
294
CIBC World Markets
New York
$1.26M +$322K +2,869 +32%
CAPTRUST Financial Advisors
295
CAPTRUST Financial Advisors
North Carolina
$1.26M +$86.5K +770 +7%
AOWM
296
Alpha Omega Wealth Management
Virginia
$1.25M
FM
297
Foster & Motley
Ohio
$1.24M +$56.1K +499 +4%
BG
298
Bahl & Gaynor
Ohio
$1.24M
LS
299
Livforsakringsbolaget Skandia
Sweden
$1.23M +$989K +8,800 +313%
CIA
300
Cascade Investment Advisors
Oregon
$1.22M +$27K +240 +2%

SJM Hedge Fund Activity: Q2 2020 in Review

755 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2020, worth a combined $9.91B — down 1.1% from $10B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new SJM positions and 91 closed out — a net gain of 4 holders — while 258 added to existing stakes and 255 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $103M. The largest seller was Fidelity Investments, cutting an estimated $154M.

  • 755 institutional investors held J.M. Smucker (SJM) as of Q2 2020, down from 757 in Q1 2020.
  • Funds reported $9.91B of J.M. Smucker stock for Q2 2020, down 1.1% quarter-over-quarter.
  • 95 funds opened new J.M. Smucker positions in Q2 2020 and 91 closed out, a net change of +4 holders.
  • The largest J.M. Smucker buyer in Q2 2020 was Renaissance Technologies, an estimated $103M added.
  • The largest J.M. Smucker seller in Q2 2020 was Fidelity Investments, an estimated $154M sold.

Based on aggregated 13F filings for Q2 2020.