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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
IA
401
IFP Advisors
Florida
$723K +$77.3K +688 +11%
LSERS
402
Louisiana State Employees Retirement System
Louisiana
$720K -$22.5K -200 -3%
WBC
403
Westpac Banking Corp
Australia
$719K
CCM
404
Catawba Capital Management
Virginia
$701K -$13.7K -122 -2%
OC
405
Oppenheimer & Co
New York
$700K +$47.4K +422 +7%
O
406
OppenheimerFunds
New York
$697K +$114K +1,016 +19%
GAM
407
Griffin Asset Management
New York
$696K -$345K -3,069 -32%
WCM
408
Wedge Capital Management
North Carolina
$693K -$29.8M -265,658 -98%
VFA
409
Voya Financial Advisors
Connecticut
$679K +$1.35K +12 +0.2%
BNP Paribas Asset Management
410
BNP Paribas Asset Management
France
$675K +$62.8K +559 +10%
SC
411
Schulhoff & Co
Ohio
$674K -$6.06K -54 -0.9%
LMAM
412
Legg Mason Asset Management
Japan
$667K +$696K +6,200 New
Public Sector Pension Investment Board (PSP Investments)
413
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$661K
WSFS
414
Wilmington Savings Fund Society
Delaware
$660K -$70.2K -625 -9%
SC
415
Sawyer & Company
Massachusetts
$659K
RA
416
Rational Advisors
New York
$653K +$477K +4,250 +234%
CHAM
417
Clear Harbor Asset Management
Connecticut
$651K -$1.91K -17 -0.3%
RFC
418
Regions Financial Corp
Alabama
$645K +$13.8K +123 +2%
FDCC
419
Foster Dykema Cabot & Co
Massachusetts
$644K
MML Investors Services
420
MML Investors Services
Massachusetts
$643K +$419K +3,730 +165%
DIA
421
Dean Investment Associates
Ohio
$640K +$668K +5,950 New
CCA
422
Conestoga Capital Advisors
Pennsylvania
$639K +$23.6K +210 +4%
FC
423
Fayerweather Charles
$628K -$14K -125 -2%
BFIM
424
Beese Fulmer Investment Management
Ohio
$627K -$185K -1,650 -22%
Balyasny Asset Management
425
Balyasny Asset Management
Illinois
$624K +$651K +5,802 New

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.