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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
HAIM
376
Hunter Associates Investment Management
Pennsylvania
$756K -$123K -1,100 -14%
CAN
377
Cetera Advisor Networks
California
$749K -$31.5K -283 -4%
LP
378
LMR Partners
United Kingdom
$748K +$452K +4,053 +148%
Mirae Asset Global Investments
379
Mirae Asset Global Investments
South Korea
$747K +$8.69K +78 +1%
EWM
380
Evercore Wealth Management
New York
$747K +$756K +6,781 New
VFA
381
Voya Financial Advisors
Connecticut
$745K -$10.6K -95 -1%
DWA
382
Douglass Winthrop Advisors
New York
$721K
EHWM
383
Eads & Heald Wealth Management
Georgia
$690K -$4.46K -40 -0.6%
LTI
384
Laffer Tengler Investments
Tennessee
$688K -$8.03K -72 -1%
PT
385
Plimoth Trust
Massachusetts
$687K +$142K +1,270 +26%
RFC
386
Regions Financial Corp
Alabama
$680K +$44.6K +400 +7%
OAM
387
Occidental Asset Management
California
$679K +$123K +1,102 +22%
SBH
388
Segall Bryant & Hamill
Illinois
$676K -$3.9K -35 -0.6%
ACM
389
Azimuth Capital Management
Michigan
$675K -$111K -1,000 -14%
NNP
390
Nachman Norwood & Parrott
South Carolina
$675K -$1K -9 -0.1%
KLCM
391
KG&L Capital Management
Louisiana
$673K
CCA
392
Conestoga Capital Advisors
Pennsylvania
$660K -$15.6K -140 -2%
DP
393
Dearborn Partners
Illinois
$657K +$20.8K +187 +3%
FDCC
394
Foster Dykema Cabot & Co
Massachusetts
$649K
KRS
395
Kentucky Retirement Systems
Kentucky
$643K +$61K +547 +10%
PGFC
396
Peapack-Gladstone Financial Corp
New Jersey
$642K -$5.46K -49 -0.8%
NICM
397
Neo Ivy Capital Management
New York
$640K +$116K +1,038 +21%
PAG
398
Private Advisor Group
New Jersey
$636K +$189K +1,697 +41%
FIM
399
Freedom Investment Management
Connecticut
$624K +$12.3K +110 +2%
LIA
400
LS Investment Advisors
Michigan
$616K -$334 -3 -0.1%

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.