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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
Cambridge Investment Research Advisors
326
Cambridge Investment Research Advisors
Iowa
$1.24M -$134K -1,198 -10%
SCP
327
Seizert Capital Partners
Michigan
$1.21M
RCM
328
Radnor Capital Management
Pennsylvania
$1.2M
FL
329
Fort LP
Maryland
$1.19M +$863K +7,743 +249%
CYG
330
Clean Yield Group
Vermont
$1.19M
GWM
331
Greenwich Wealth Management
Connecticut
$1.16M +$65K +583 +6%
TRSOTSOK
332
Teachers Retirement System of the State of Kentucky
Kentucky
$1.15M
NIT
333
NumerixS Investment Technologies
British Columbia, Canada
$1.12M +$1.03M +9,200 +920%
CPO
334
Cerity Partners OCIO
New York
$1.11M +$44.9K +403 +4%
FTC
335
Farmers Trust Company
Ohio
$1.11M -$7.58K -68 -0.7%
SLI
336
Sumitomo Life Insurance
Japan
$1.1M -$129K -1,155 -10%
HB
337
Homrich & Berg
Georgia
$1.09M +$58.3K +523 +6%
AC
338
Allstate Corporation
Illinois
$1.07M -$5.57K -50 -0.5%
PA
339
Probity Advisors
Texas
$1.06M +$111K +1,000 +12%
TAF
340
Tredje AP-fonden
Sweden
$1.04M +$1.05M +9,440 New
BCM
341
Brookstone Capital Management
Illinois
$1.04M -$957K -8,585 -48%
ARTA
342
A.R.T. Advisors
New York
$1.01M -$2.64M -23,700 -72%
SG Americas Securities
343
SG Americas Securities
New York
$999K -$2.76M -24,735 -73%
Federated Hermes
344
Federated Hermes
Pennsylvania
$981K -$13.9K -125 -1%
EI
345
EDMP Inc
Florida
$976K +$3.79K +34 +0.4%
Creative Planning
346
Creative Planning
Kansas
$974K -$147K -1,316 -13%
NMERB
347
New Mexico Educational Retirement Board
New Mexico
$971K -$55.7K -500 -5%
QC
348
Quadrature Capital
United Kingdom
$965K +$978K +8,772 New
WAM
349
World Asset Management
Michigan
$918K +$17.6K +158 +2%
SAM
350
Shell Asset Management
Netherlands
$907K -$150K -1,344 -14%

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.