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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
BCWM
301
Bartlett & Co Wealth Management
Ohio
$1.86M -$1.14M -8,553 -37%
P
302
Pitcairn
Pennsylvania
$1.85M +$38K +286 +2%
ZIM
303
Zacks Investment Management
Illinois
$1.85M +$157K +1,180 +9%
Capital Fund Management (CFM)
304
Capital Fund Management (CFM)
France
$1.85M +$1.89M +14,257 New
Impax Asset Management Group
305
Impax Asset Management Group
United Kingdom
$1.85M -$133 -1 -0%
SCA
306
Sage Capital Advisors
South Dakota
$1.84M +$157K +1,182 +9%
TW
307
Transform Wealth
Colorado
$1.84M +$1.4M +10,558 +290%
AAM
308
Advisors Asset Management
Colorado
$1.82M +$1.01M +7,616 +119%
SAM
309
Shell Asset Management
Netherlands
$1.81M +$94.7K +713 +5%
COPPSERS
310
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.78M +$3.19K +24 +0.2%
II
311
Inspire Investing
Idaho
$1.74M +$423K +3,184 +31%
FL
312
Fort LP
Maryland
$1.74M -$138K -1,038 -7%
CFMC
313
Curbstone Financial Management Corp
New Hampshire
$1.73M -$19.9K -150 -1%
RFA
314
Reilly Financial Advisors
California
$1.73M +$20.7K +156 +1%
Assenagon Asset Management
315
Assenagon Asset Management
Luxembourg
$1.73M +$62.2K +468 +4%
Aristotle Capital Management
316
Aristotle Capital Management
California
$1.73M -$39.8K -300 -2%
MLICM
317
Metropolitan Life Insurance Company (MetLife)
New York
$1.72M -$39.3K -296 -2%
JWBC
318
J.W. Burns & Co
New York
$1.71M -$122K -920 -7%
KWM
319
Kingsview Wealth Management
Oregon
$1.71M +$209K +1,573 +14%
Fifth Third Bancorp
320
Fifth Third Bancorp
Ohio
$1.68M +$187K +1,410 +12%
AC
321
Arjuna Capital
North Carolina
$1.64M +$1.68M +12,641 New
OTPPB
322
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.63M +$671K +5,050 +67%
SAM
323
Silvercrest Asset Management
New York
$1.63M -$97.5K -734 -6%
WBC
324
Westpac Banking Corp
Australia
$1.62M +$97.6K +735 +6%
Rockefeller Capital Management
325
Rockefeller Capital Management
New York
$1.54M +$844K +6,356 +115%

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.