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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
FHB
426
First Hawaiian Bank
Hawaii
$503K -$72.8K -648 -12%
UCFA
427
United Capital Financial Advisors
Texas
$502K -$49.9K -444 -9%
DP
428
Dearborn Partners
Illinois
$499K -$2.02K -18 -0.4%
WA
429
Winfield Associates
Ohio
$496K +$56.2K +500 +12%
AIP
430
Ameritas Investment Partners
Nebraska
$493K -$236K -2,100 -31%
PNC
431
Park National Corp
Ohio
$483K +$12.5K +111 +2%
WAM
432
World Asset Management
Michigan
$482K -$181K -1,613 -26%
AP
433
Advisors Preferred
Maryland
$482K +$515K +4,582 New
WOSD
434
WFA of San Diego
California
$478K +$503K +4,474 New
PP
435
PDT Partners
New York
$476K +$506K +4,500 New
WB
436
WesBanco Bank
West Virginia
$472K +$225 +2 +0%
RJT
437
Raymond James Trust
Florida
$466K -$49K -436 -9%
GWM
438
Geneos Wealth Management
Colorado
$460K +$787 +7 +0.2%
WSFS
439
Wilmington Savings Fund Society
Delaware
$454K
JFGIW
440
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$454K +$475K +4,223 +6,598%
VC
441
Veracity Capital
Georgia
$448K +$476K +4,232 New
BAM
442
Brave Asset Management
New Jersey
$447K
VFA
443
Voya Financial Advisors
Connecticut
$445K -$23.9K -213 -5%
AWM
444
AE Wealth Management
Kansas
$445K +$58.1K +517 +14%
BA
445
Bridgewater Associates
Connecticut
$439K -$237K -2,110 -34%
BCM
446
Brooktree Capital Management
Michigan
$434K
CCA
447
Conestoga Capital Advisors
Pennsylvania
$434K
PG
448
Pendal Group
Australia
$433K +$226K +2,013 +97%
CAG
449
Curtis Advisory Group
California
$423K -$292K -2,600 -39%
UFG
450
United Fire Group
Iowa
$423K

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.