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J.M. Smucker
SJM

Overview Fund Activity

766 hedge funds and large institutions have $9.53B invested in J.M. Smucker in 2019 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 239 increasing their positions, 281 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
766
Holders Change
+26
Holders Change %
+3.51%
% of All Funds
15.13%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
111
Increased
239
Reduced
281
Closed
76
Calls
$42.9M
Puts
$61.7M
Net Calls
-$18.8M
Net Calls Change
-$26M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$117M
2
Stifel Financial
Stifel Financial
Missouri
$157M
3
State Street
State Street
Massachusetts
$860M
4
AQR Capital Management
AQR Capital Management
Connecticut
$75.1M
5
CIP
Champlain Investment Partners
Vermont
$196M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$294M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$57M
3
Bank of America
Bank of America
North Carolina
$77.9M
4
UIM
USS Investment Management
United Kingdom
$0
5
Fidelity International
Fidelity International
Bermuda
$1K
Name Holding Trade Value Shares
Change 		Shares
Change %
DT
426
Diversified Trust
Tennessee
$509K +$148K +1,418 +41%
SC
427
Sawyer & Company
Massachusetts
$505K -$10.4K -100 -2%
BF
428
BOK Financial
Oklahoma
$503K +$6.46K +62 +1%
TSS
429
Two Sigma Securities
New York
$503K +$503K +4,832 New
HL
430
HeadInvest LLC
Maine
$500K – – –
DP
431
Dearborn Partners
Illinois
$499K -$123K -1,182 -20%
WB
432
WesBanco Bank
West Virginia
$499K -$104 -1 -0%
CHAM
433
Clear Harbor Asset Management
Connecticut
$493K +$12.4K +119 +3%
RG
434
Rathbones Group
United Kingdom
$489K – – –
WSFS
435
Wilmington Savings Fund Society
Delaware
$487K +$35.9K +345 +8%
PAG
436
Private Advisor Group
New Jersey
$479K -$131K -1,260 -21%
FAM
437
Formidable Asset Management
Ohio
$478K +$478K +4,474 New
RJT
438
Raymond James Trust
Florida
$476K -$15.3K -147 -3%
BAM
439
Brave Asset Management
New Jersey
$471K – – –
PNC
440
Park National Corp
Ohio
$469K -$9.99K -96 -2%
NMIMC
441
Northwestern Mutual Investment Management Company
Wisconsin
$461K +$9.16K +88 +2%
FHB
442
First Hawaiian Bank
Hawaii
$461K +$120K +1,153 +35%
TC
443
TwinBeech Capital
New York
$461K +$461K +4,431 New
TFO
444
Tarbox Family Office
California
$456K -$3.02K -29 -0.7%
SAM
445
S.A. Mason
Michigan
$453K +$453K +4,350 New
CCA
446
Conestoga Capital Advisors
Pennsylvania
$439K -$185K -1,779 -30%
OSIA
447
O'Shares Investment Advisers
Massachusetts
$439K +$19K +182 +5%
WA
448
Winfield Associates
Ohio
$436K -$29.2K -280 -6%
CIC
449
Carnegie Investment Counsel
Ohio
$433K +$3.85K +37 +0.9%
GWM
450
Geneos Wealth Management
Colorado
$423K +$68.1K +661 +19%
16 17
18
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