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J.M. Smucker

842 hedge funds and large institutions have $12.1B invested in J.M. Smucker in 2021 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 301 increasing their positions, 282 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 62

11% more call options, than puts

Call options by funds: $45.1M | Put options by funds: $40.7M

1% more funds holding

Funds holding: 831842 (+11)

7% more repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 282

1% more capital invested

Capital invested by funds: $12B → $12.1B (+$172M)

0.05% more ownership

Funds ownership: 87.6%87.64% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
842
Holders Change
+11
Holders Change %
+1.32%
% of All Funds
14.66%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
81
Increased
301
Reduced
282
Closed
62
Calls
$45.1M
Puts
$40.7M
Net Calls
+$4.37M
Net Calls Change
-$20.7M
Name Holding Trade Value Shares
Change
Change in
Stake
ODCM
401
Old Dominion Capital Management
Virginia
$872K -$9.96K -75 -1%
WAM
402
Weiss Asset Management
Massachusetts
$871K +$893K +6,722 New
BEAM
403
Baker Ellis Asset Management
Washington
$866K +$66.4K +500 +8%
CI Investments Inc
404
CI Investments Inc
Ontario, Canada
$863K +$748K +5,630 +544%
JF
405
Jump Financial
Illinois
$853K +$330K +2,484 +61%
GWM
406
Greenwich Wealth Management
Connecticut
$851K -$51.8K -390 -6%
SFA
407
Sequoia Financial Advisors
Ohio
$836K -$103K -776 -11%
HWAM
408
Hennion & Walsh Asset Management
New Jersey
$832K +$17K +128 +2%
FLPIM
409
F.L. Putnam Investment Management
Massachusetts
$830K -$60.3K -454 -7%
SPC
410
Sigma Planning Corp
Michigan
$829K +$6.51K +49 +0.8%
KRS
411
Kentucky Retirement Systems
Kentucky
$827K +$1.99K +15 +0.2%
SC
412
Schulhoff & Co
Ohio
$819K
DWA
413
Douglass Winthrop Advisors
New York
$816K +$45.7K +344 +6%
Fuller & Thaler Asset Management
414
Fuller & Thaler Asset Management
California
$805K +$346K +2,605 +72%
PGFC
415
Peapack-Gladstone Financial Corp
New Jersey
$800K -$34.5K -260 -4%
DBRC
416
D.B. Root & Company
Pennsylvania
$797K +$35.7K +269 +5%
NNP
417
Nachman Norwood & Parrott
South Carolina
$795K +$1.06K +8 +0.1%
SCM
418
Stevens Capital Management
Pennsylvania
$789K +$808K +6,086 New
TMAM
419
Tokio Marine Asset Management
Japan
$782K -$120K -905 -13%
GWM
420
Geneos Wealth Management
Colorado
$782K -$80.1K -603 -9%
Daiwa Securities Group
421
Daiwa Securities Group
Japan
$778K +$14.5K +109 +2%
IMPI
422
Ilmarinen Mutual Pension Insurance
Finland
$777K +$797K +6,000 New
OIA
423
OneDigital Investment Advisors
Kansas
$766K -$1.46K -11 -0.2%
YIH
424
Y-Intercept (HK)
Hong Kong
$766K +$493K +3,715 +169%
MFA
425
Mayflower Financial Advisors
Massachusetts
$750K +$33.7K +254 +5%

SJM Hedge Fund Activity: Q2 2021 in Review

842 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2021, worth a combined $12.1B — up 1.4% from $12B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new SJM positions and 62 closed out — a net gain of 19 holders — while 301 added to existing stakes and 282 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $70M. The largest seller was American Century Companies, cutting an estimated $86.4M.

  • 842 institutional investors held J.M. Smucker (SJM) as of Q2 2021, up from 831 in Q1 2021.
  • Funds reported $12.1B of J.M. Smucker stock for Q2 2021, up 1.4% quarter-over-quarter.
  • 81 funds opened new J.M. Smucker positions in Q2 2021 and 62 closed out, a net change of +19 holders.
  • The largest J.M. Smucker buyer in Q2 2021 was Morgan Stanley, an estimated $70M added.
  • The largest J.M. Smucker seller in Q2 2021 was American Century Companies, an estimated $86.4M sold.

Based on aggregated 13F filings for Q2 2021.