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J.M. Smucker

810 hedge funds and large institutions have $10.3B invested in J.M. Smucker in 2018 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 292 increasing their positions, 268 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.72% more ownership

Funds ownership: 80.53%84.25% (+3.7%)

9% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 85

9% more repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 268

0% more funds holding

Funds holding: 809810 (+1)

9% less capital invested

Capital invested by funds: $11.3B → $10.3B (-$1.05B)

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

47% less call options, than puts

Call options by funds: $111M | Put options by funds: $211M

Holders
810
Holders Change
+1
Holders Change %
+0.12%
% of All Funds
18.54%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.18%
New
93
Increased
292
Reduced
268
Closed
85
Calls
$111M
Puts
$211M
Net Calls
-$99.5M
Net Calls Change
-$125M
Name Holding Trade Value Shares
Change
Change in
Stake
Wolverine Trading
351
Wolverine Trading
Illinois
$1.03M
CS
352
Candriam SCA
Luxembourg
$1.02M
CAPTRUST Financial Advisors
353
CAPTRUST Financial Advisors
North Carolina
$1.01M +$71.2K +634 +7%
MCC
354
Malaga Cove Capital
California
$999K
Los Angeles Capital Management
355
Los Angeles Capital Management
California
$997K +$723K +6,440 +227%
PA
356
Probity Advisors
Texas
$995K +$57K +508 +6%
SWP
357
Stratos Wealth Partners
Ohio
$989K -$116K -1,033 -10%
TCM
358
Teza Capital Management
Illinois
$955K -$150K -1,333 -13%
PIA
359
Piedmont Investment Advisors
North Carolina
$950K +$992K +8,836 New
JG
360
Jefferies Group
New York
$946K +$988K +8,800 New
ABP
361
Arthur B. Page
$929K -$70.2K -625 -7%
RJT
362
Raymond James Trust
Florida
$929K +$15.2K +135 +2%
NIMI
363
Natixis Investment Managers International
France
$919K +$961K +8,555 New
FAAS
364
First Allied Advisory Services
California
$918K +$594K +5,293 +163%
BWAM
365
Boyd Watterson Asset Management
Ohio
$895K
RP
366
Rowlandmiller & Partners
Georgia
$881K +$61.8K +550 +7%
HAIM
367
Hunter Associates Investment Management
Pennsylvania
$878K +$44.9K +400 +5%
CIP
368
Convergence Investment Partners
Florida
$876K +$880K +7,834 +2,503%
CA
369
Commerzbank Aktiengesellschaft
Germany
$868K -$344K -3,066 -28%
NCM
370
Novare Capital Management
North Carolina
$867K -$21.9K -195 -2%
LWM
371
Lenox Wealth Management
Ohio
$858K -$32.7K -291 -4%
TCOV
372
Trust Company of Vermont
Vermont
$850K +$54.6K +486 +7%
SMDAM
373
Sumitomo Mitsui DS Asset Management
Japan
$846K +$9.32K +83 +1%
HIM
374
Hermes Investment Management
United Kingdom
$837K -$59K -525 -6%
HB
375
Homrich & Berg
Georgia
$828K +$275K +2,452 +47%

SJM Hedge Fund Activity: Q2 2018 in Review

810 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2018, worth a combined $10.3B — down 9.3% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new SJM positions and 85 closed out — a net gain of 8 holders — while 292 added to existing stakes and 268 trimmed.

The largest buyer was Vanguard Group, adding an estimated $105M. The largest seller was PNC Financial Services Group, cutting an estimated $78.5M.

  • 810 institutional investors held J.M. Smucker (SJM) as of Q2 2018, up from 809 in Q1 2018.
  • Funds reported $10.3B of J.M. Smucker stock for Q2 2018, down 9.3% quarter-over-quarter.
  • 93 funds opened new J.M. Smucker positions in Q2 2018 and 85 closed out, a net change of +8 holders.
  • The largest J.M. Smucker buyer in Q2 2018 was Vanguard Group, an estimated $105M added.
  • The largest J.M. Smucker seller in Q2 2018 was PNC Financial Services Group, an estimated $78.5M sold.

Based on aggregated 13F filings for Q2 2018.