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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
FM
301
Foster & Motley
Ohio
$1.43M -$56.6K -508 -4%
SPIA
302
Steward Partners Investment Advisory
New York
$1.41M +$9.92K +89 +0.7%
FP
303
Factorial Partners
New York
$1.4M +$1.42M +12,700 New
AOWM
304
Alpha Omega Wealth Management
Virginia
$1.39M +$1.46M +13,063 New
CIBC Private Wealth Group
305
CIBC Private Wealth Group
Georgia
$1.38M -$14.2K -127 -1%
SLG
306
Stanley-Laman Group
Pennsylvania
$1.36M -$148K -1,328 -10%
AAM
307
Auxier Asset Management
Oregon
$1.35M
DIA
308
Dean Investment Associates
Ohio
$1.33M +$311K +2,790 +30%
QIM
309
Quantitative Investment Management
Virginia
$1.33M -$5.73M -51,421 -81%
NFG
310
Next Financial Group
Texas
$1.32M -$522K -4,680 -28%
RIM
311
Redpoint Investment Management
Australia
$1.32M -$23.1K -207 -2%
Mariner
312
Mariner
Kansas
$1.31M -$77.7K -697 -6%
CSS
313
Cubist Systematic Strategies
Connecticut
$1.31M -$13.1M -117,581 -91%
SIG
314
Sky Investment Group
Connecticut
$1.3M +$74.6K +669 +6%
WBC
315
Westpac Banking Corp
Australia
$1.3M
SRC
316
Shufro Rose & Co
New York
$1.28M
SAM
317
Securian Asset Management
Minnesota
$1.27M -$22.3K -200 -2%
RIM
318
Regent Investment Management
Kentucky
$1.26M -$103K -920 -7%
QCMC
319
Quantum Capital Management (California)
California
$1.25M +$9.03K +81 +0.7%
CG
320
Cutler Group
California
$1.25M +$294K +2,636 +30%
CANC
321
Culbertson A N & Co
Virginia
$1.24M -$55.7K -500 -4%
Northwestern Mutual Wealth Management
322
Northwestern Mutual Wealth Management
Wisconsin
$1.24M -$6.46K -58 -0.5%
NAM
323
Nissay Asset Management
Japan
$1.24M -$579K -5,193 -32%
WC
324
Westhampton Capital
North Carolina
$1.24M -$12.1K -109 -1%
DekaBank Deutsche Girozentrale
325
DekaBank Deutsche Girozentrale
Germany
$1.24M -$1.05M -9,461 -46%

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.