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J.M. Smucker

810 hedge funds and large institutions have $10.3B invested in J.M. Smucker in 2018 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 292 increasing their positions, 268 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.72% more ownership

Funds ownership: 80.53%84.25% (+3.7%)

9% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 85

9% more repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 268

0% more funds holding

Funds holding: 809810 (+1)

9% less capital invested

Capital invested by funds: $11.3B → $10.3B (-$1.05B)

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

47% less call options, than puts

Call options by funds: $111M | Put options by funds: $211M

Holders
810
Holders Change
+1
Holders Change %
+0.12%
% of All Funds
18.54%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.18%
New
93
Increased
292
Reduced
268
Closed
85
Calls
$111M
Puts
$211M
Net Calls
-$99.5M
Net Calls Change
-$125M
Name Holding Trade Value Shares
Change
Change in
Stake
NME
451
Notis-McConarty Edward
$541K +$11.2K +100 +2%
AAM
452
Autus Asset Management
Arizona
$538K -$112K -1,000 -17%
QOP
453
Quinn Opportunity Partners
Virginia
$537K +$561K +5,000 New
PNC
454
Park National Corp
Ohio
$534K -$2.25K -20 -0.4%
PSUF
455
People's United Financial
Connecticut
$532K +$555K +4,944 New
GIA
456
Gateway Investment Advisers
Ohio
$524K -$57.9K -516 -10%
SM
457
Sciencast Management
New Jersey
$524K +$537K +4,782 New
KRS
458
Kentucky Retirement Systems
Kentucky
$518K -$124K -1,105 -19%
HL
459
HeadInvest LLC
Maine
$516K
EOJOAM
460
E. Ohman J:or Asset Management
Sweden
$516K +$180K +1,600 +50%
WSCM
461
Wellington Shields Capital Management
New York
$515K -$2.84M -25,301 -84%
Thrivent Financial for Lutherans
462
Thrivent Financial for Lutherans
Minnesota
$513K +$3.37K +30 +0.6%
WAM
463
Wealthspire Advisors (Maryland)
Maryland
$512K +$65K +579 +14%
SC
464
SRB Corp
Massachusetts
$510K +$346K +3,081 +185%
V
465
Veritable
Delaware
$507K +$50.1K +446 +10%
PA
466
Pinnacle Associates
New York
$501K -$561 -5 -0.1%
AIP
467
Ameritas Investment Partners
Nebraska
$500K -$21K -187 -4%
SHCM
468
Stokes & Hubbell Capital Management
Louisiana
$500K +$20.9K +186 +4%
TFO
469
Tarbox Family Office
California
$498K -$19.8K -176 -4%
DIA
470
Dana Investment Advisors
Wisconsin
$492K +$54.8K +488 +12%
Holocene Advisors
471
Holocene Advisors
New York
$491K +$513K +4,570 New
NBG
472
Nancy B. Gardiner
$488K -$5.05K -45 -1%
LMGAM
473
Liberty Mutual Group Asset Management
Massachusetts
$488K +$1.57K +14 +0.3%
LNC
474
Lincoln National Corp
Pennsylvania
$488K +$168K +1,492 +49%
MCA
475
Morris Capital Advisors
Pennsylvania
$479K +$500K +4,455 New

SJM Hedge Fund Activity: Q2 2018 in Review

810 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2018, worth a combined $10.3B — down 9.3% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new SJM positions and 85 closed out — a net gain of 8 holders — while 292 added to existing stakes and 268 trimmed.

The largest buyer was Vanguard Group, adding an estimated $105M. The largest seller was PNC Financial Services Group, cutting an estimated $78.5M.

  • 810 institutional investors held J.M. Smucker (SJM) as of Q2 2018, up from 809 in Q1 2018.
  • Funds reported $10.3B of J.M. Smucker stock for Q2 2018, down 9.3% quarter-over-quarter.
  • 93 funds opened new J.M. Smucker positions in Q2 2018 and 85 closed out, a net change of +8 holders.
  • The largest J.M. Smucker buyer in Q2 2018 was Vanguard Group, an estimated $105M added.
  • The largest J.M. Smucker seller in Q2 2018 was PNC Financial Services Group, an estimated $78.5M sold.

Based on aggregated 13F filings for Q2 2018.