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J.M. Smucker

798 hedge funds and large institutions have $10.3B invested in J.M. Smucker in 2019 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 253 increasing their positions, 303 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more call options, than puts

Call options by funds: $76.8M | Put options by funds: $74.1M

2% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 83

0.25% less ownership

Funds ownership: 79.23%78.99% (-0.25%)

2% less capital invested

Capital invested by funds: $10.5B → $10.3B (-$165M)

1% less funds holding

Funds holding: 808798 (-10)

17% less repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 303

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
798
Holders Change
-10
Holders Change %
-1.24%
% of All Funds
17.33%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
85
Increased
253
Reduced
303
Closed
83
Calls
$76.8M
Puts
$74.1M
Net Calls
+$2.66M
Net Calls Change
-$42.4M
Name Holding Trade Value Shares
Change
Change in
Stake
LSERS
426
Louisiana State Employees Retirement System
Louisiana
$651K -$36.6K -300 -5%
CA
427
Cetera Advisors
Colorado
$651K -$9.52K -78 -1%
LIA
428
LS Investment Advisors
Michigan
$646K +$10.9K +89 +2%
FIM
429
Freedom Investment Management
Connecticut
$640K -$18.9K -155 -3%
SW
430
SVB Wealth
Massachusetts
$634K -$177K -1,450 -21%
MF
431
Magnetar Financial
Illinois
$627K +$665K +5,447 New
II
432
Inspire Investing
Idaho
$619K -$10.9K -89 -2%
FWIA
433
Fort Washington Investment Advisors
Ohio
$614K -$2.39M -19,560 -79%
BOS
434
Bingham Osborn & Scarborough
California
$613K +$4.4K +36 +0.7%
Acadian Asset Management
435
Acadian Asset Management
Massachusetts
$613K +$623K +5,100 +2,339%
KRS
436
Kentucky Retirement Systems
Kentucky
$610K +$39.4K +323 +6%
SMC
437
Smith, Moore & Co
Missouri
$609K -$36.5K -299 -5%
BFIM
438
Beese Fulmer Investment Management
Ohio
$603K -$12.2K -100 -2%
ECM
439
Everence Capital Management
Indiana
$597K
SC
440
Sawyer & Company
Massachusetts
$596K -$42.7K -350 -6%
Thrivent Financial for Lutherans
441
Thrivent Financial for Lutherans
Minnesota
$590K +$5.62K +46 +0.9%
OAM
442
Occidental Asset Management
California
$584K +$102K +832 +20%
NICM
443
Neo Ivy Capital Management
New York
$582K +$617K +5,050 New
GLA
444
Great Lakes Advisors
Illinois
$578K -$27.5K -225 -4%
FNFDCM
445
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$577K
HCM
446
Hodges Capital Management
Texas
$576K +$140K +1,150 +30%
PT
447
Plimoth Trust
Massachusetts
$573K -$139K -1,140 -19%
CBU
448
CIBC Bank USA
Illinois
$572K +$977 +8 +0.2%
JIP
449
Jaffetilchin Investment Partners
Florida
$572K +$606K +4,962 New
RJT
450
Raymond James Trust
Florida
$571K -$14.8K -121 -2%

SJM Hedge Fund Activity: Q2 2019 in Review

798 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2019, worth a combined $10.3B — down 1.6% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new SJM positions and 83 closed out — a net gain of 2 holders — while 253 added to existing stakes and 303 trimmed.

The largest buyer was Nuveen, adding an estimated $71.8M. The largest seller was Citadel Advisors, cutting an estimated $88M.

  • 798 institutional investors held J.M. Smucker (SJM) as of Q2 2019, down from 808 in Q1 2019.
  • Funds reported $10.3B of J.M. Smucker stock for Q2 2019, down 1.6% quarter-over-quarter.
  • 85 funds opened new J.M. Smucker positions in Q2 2019 and 83 closed out, a net change of +2 holders.
  • The largest J.M. Smucker buyer in Q2 2019 was Nuveen, an estimated $71.8M added.
  • The largest J.M. Smucker seller in Q2 2019 was Citadel Advisors, an estimated $88M sold.

Based on aggregated 13F filings for Q2 2019.