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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
IIA
401
ICW Investment Advisors
Arizona
$594K -$9.21K -82 -1%
ECM
402
Everence Capital Management
Indiana
$590K
ECM
403
ExodusPoint Capital Management
New York
$587K -$1.1M -9,757 -64%
CCG
404
Cypress Capital Group
Florida
$582K +$618K +5,500 New
FLPIM
405
F.L. Putnam Investment Management
Massachusetts
$581K +$144K +1,279 +30%
CA
406
Cetera Advisors
Colorado
$578K +$37.8K +336 +7%
BBVA
407
Banco Bilbao Vizcaya Argentaria
Spain
$578K +$614K +5,467 New
HSA
408
HBK Sorce Advisory
Pennsylvania
$574K -$76.9K -684 -11%
PGFC
409
Peapack-Gladstone Financial Corp
New Jersey
$574K -$40.3K -359 -6%
Daiwa Securities Group
410
Daiwa Securities Group
Japan
$571K
SLF
411
Sun Life Financial
Ontario, Canada
$571K +$4.83K +43 +0.8%
Brown Advisory
412
Brown Advisory
Maryland
$562K +$26.7K +238 +5%
First Manhattan
413
First Manhattan
New York
$558K -$337 -3 -0.1%
Thrivent Financial for Lutherans
414
Thrivent Financial for Lutherans
Minnesota
$558K +$8.43K +75 +1%
SPC
415
Sigma Planning Corp
Michigan
$554K +$150K +1,334 +34%
RBA
416
Richard Bernstein Advisors
New York
$545K -$3.44M -30,648 -86%
RGC
417
Roberts, Glore & Co
Illinois
$542K -$27K -240 -4%
LCP
418
Legacy Capital Partners
Wisconsin
$533K -$513K -4,564 -48%
ISWM
419
Independent Solutions Wealth Management
New York
$530K -$167K -1,484 -23%
FNFDCM
420
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$530K
SMC
421
Smith, Moore & Co
Missouri
$519K +$112 +1 +0%
LSERS
422
Louisiana State Employees Retirement System
Louisiana
$518K
PAG
423
Private Advisor Group
New Jersey
$513K +$35.8K +319 +7%
CHAM
424
Clear Harbor Asset Management
Connecticut
$512K
HL
425
HeadInvest LLC
Maine
$508K

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.