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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
RHAM
351
Round Hill Asset Management
California
$852K -$6.18K -55 -0.7%
MYAM
352
Meiji Yasuda Asset Management
Japan
$846K +$898K +7,996 New
ODCM
353
Old Dominion Capital Management
Virginia
$838K -$481K -4,280 -35%
FP
354
Factorial Partners
New York
$836K +$888K +7,900 New
CPO
355
Cerity Partners OCIO
New York
$834K -$27.4K -244 -3%
PSUF
356
People's United Financial
Connecticut
$832K +$10.3K +92 +1%
DT
357
Diversified Trust
Tennessee
$825K +$257K +2,286 +41%
NMERB
358
New Mexico Educational Retirement Board
New Mexico
$817K +$56.2K +500 +7%
OAM
359
Occidental Asset Management
California
$811K -$27K -240 -3%
Federated Hermes
360
Federated Hermes
Pennsylvania
$787K -$5.39K -48 -0.6%
RG
361
Rathbones Group
United Kingdom
$772K -$56.2K -500 -6%
SS
362
Simplicity Solutions
Minnesota
$764K +$333K +2,962 +70%
HI
363
Horizon Investments
North Carolina
$761K -$1.68M -14,982 -67%
SWP
364
Stratos Wealth Partners
Ohio
$738K +$83.2K +740 +12%
GWM
365
Greenwich Wealth Management
Connecticut
$737K -$284K -2,526 -27%
SC
366
Schulhoff & Co
Ohio
$736K
OIA
367
OneDigital Investment Advisors
Kansas
$735K -$12.8K -114 -2%
LMAM
368
Legg Mason Asset Management
Japan
$729K +$497K +4,426 +180%
RP
369
Rowlandmiller & Partners
Georgia
$721K -$20.8K -185 -3%
BF
370
BOK Financial
Oklahoma
$718K +$787 +7 +0.1%
SIM
371
Sentry Investment Management
Wisconsin
$718K +$2.36K +21 +0.3%
PFS
372
Prospera Financial Services
Texas
$712K +$2.47K +22 +0.3%
MML Investors Services
373
MML Investors Services
Massachusetts
$700K -$85.5K -761 -10%
COPPSERS
374
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$690K -$86.1K -766 -11%
GLA
375
Great Lakes Advisors
Illinois
$686K +$2.92K +26 +0.4%

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.