We are live on ! Find out more
SJM icon

J.M. Smucker

831 hedge funds and large institutions have $12B invested in J.M. Smucker in 2021 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 301 increasing their positions, 276 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 69

41% more call options, than puts

Call options by funds: $86.7M | Put options by funds: $61.6M

10% more capital invested

Capital invested by funds: $10.8B → $12B (+$1.12B)

4.75% more ownership

Funds ownership: 82.85%87.6% (+4.8%)

4% more funds holding

Funds holding: 801831 (+30)

9% more repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 276

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
831
Holders Change
+30
Holders Change %
+3.75%
% of All Funds
14.59%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
103
Increased
301
Reduced
276
Closed
69
Calls
$86.7M
Puts
$61.6M
Net Calls
+$25.1M
Net Calls Change
+$47.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CCIA
426
Campbell & Co Investment Adviser
Maryland
$734K +$685K +5,800 New
Pzena Investment Management
427
Pzena Investment Management
New York
$725K +$677K +5,733 New
AIM
428
Aigen Investment Management
New York
$709K +$661K +5,602 New
AIP
429
Ameritas Investment Partners
Nebraska
$702K -$27.4K -232 -4%
MFA
430
Mayflower Financial Advisors
Massachusetts
$701K +$82.6K +700 +14%
Rockefeller Capital Management
431
Rockefeller Capital Management
New York
$698K -$35.6K -302 -5%
Schroder Investment Management Group
432
Schroder Investment Management Group
United Kingdom
$695K -$1.2M -10,155 -65%
SWP
433
Stratos Wealth Partners
Ohio
$683K -$64.3K -545 -9%
RP
434
Rowlandmiller & Partners
Georgia
$676K -$115K -975 -15%
PCM
435
Prelude Capital Management
New York
$673K +$628K +5,318 New
First Manhattan
436
First Manhattan
New York
$663K -$2.36K -20 -0.4%
PWM
437
Perigon Wealth Management
California
$661K +$335K +2,836 +119%
DLHL
438
Donald L. Hagan LLC
Florida
$657K -$22.1K -187 -3%
SMC
439
Smith, Moore & Co
Missouri
$648K +$47.2K +400 +8%
RCM
440
Radnor Capital Management
Pennsylvania
$640K -$649K -5,500 -52%
FNFDCM
441
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$633K
NMIMC
442
Northwestern Mutual Investment Management Company
Wisconsin
$628K -$153K -1,294 -21%
SFSG
443
Sound Financial Strategies Group
Mississippi
$628K -$13.2K -112 -2%
CAM
444
Congress Asset Management
Massachusetts
$622K
Brown Advisory
445
Brown Advisory
Maryland
$619K -$46.3K -392 -7%
JAG
446
Journey Advisory Group
Kentucky
$608K -$4.6K -39 -0.8%
RG
447
Rathbones Group
United Kingdom
$607K -$82.6K -700 -13%
HL
448
HeadInvest LLC
Maine
$607K
Thrivent Financial for Lutherans
449
Thrivent Financial for Lutherans
Minnesota
$604K -$26.1K -221 -4%
APP
450
Alpha Paradigm Partners
Illinois
$582K +$543K +4,600 New