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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
RG
426
Rathbones Group
United Kingdom
$517K +$301K +2,700 +135%
II
427
Inspire Investing
Idaho
$511K -$81K -727 -14%
CHAM
428
Clear Harbor Asset Management
Connecticut
$508K +$18.4K +165 +4%
PNC
429
Park National Corp
Ohio
$507K -$5.57K -50 -1%
BAM
430
Brave Asset Management
New Jersey
$498K
WA
431
Winfield Associates
Ohio
$491K
LCM
432
Landscape Capital Management
New Jersey
$490K +$496K +4,451 New
BAMF
433
BI Asset Management Fondsmaeglerselskab
Denmark
$489K +$496K +4,449 New
AIL
434
AGF Investments LLC
Ontario, Canada
$487K +$227K +2,036 +85%
TFO
435
Tarbox Family Office
California
$485K +$2.56K +23 +0.5%
NMIMC
436
Northwestern Mutual Investment Management Company
Wisconsin
$478K +$3.23K +29 +0.7%
WSFS
437
Wilmington Savings Fund Society
Delaware
$477K -$5.57K -50 -1%
AAM
438
Autus Asset Management
Arizona
$467K -$44.6K -400 -9%
CIC
439
Carnegie Investment Counsel
Ohio
$454K -$63K -565 -12%
JFGIW
440
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$449K -$652K -5,847 -59%
OSIA
441
O'Shares Investment Advisers
Massachusetts
$443K -$13.4K -120 -3%
PIM
442
Penobscot Investment Management
Massachusetts
$440K -$46.6K -418 -9%
UFG
443
United Fire Group
Iowa
$440K
PCS
444
Personal CFO Solutions
New Jersey
$440K +$347K +3,117 New
SA
445
SL Advisors
New Jersey
$434K -$44.6K -400 -9%
RMDI
446
R.M. Davis Inc
Maine
$431K
ACM
447
Alethea Capital Management
Washington
$419K
Verition Fund Management
448
Verition Fund Management
Connecticut
$417K -$1.44M -12,902 -77%
ISL
449
Ingalls & Snyder LLC
New York
$402K -$73.3K -658 -15%
CIM
450
CIM Investment Management
Pennsylvania
$399K -$45.7K -410 -10%

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.