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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
WJWM
451
Williams Jones Wealth Management
New York
$399K +$404K +3,625 New
FA
452
FDx Advisors
Illinois
$393K -$708K -6,349 -64%
PSC
453
Prentiss Smith & Co
Vermont
$393K
CPIA
454
Cornell Pochily Investment Advisors
New York
$392K -$12.9K -116 -3%
DIA
455
Dana Investment Advisors
Wisconsin
$392K +$1.67K +15 +0.4%
MSR
456
Main Street Research
Connecticut
$389K
DT
457
Diversified Trust
Tennessee
$382K +$53.5K +480 +16%
SPC
458
Sigma Planning Corp
Michigan
$379K -$136K -1,219 -26%
GWM
459
Geneos Wealth Management
Colorado
$375K -$46.4K -416 -11%
Truist Financial
460
Truist Financial
North Carolina
$374K -$6.13K -55 -2%
PIA
461
Piedmont Investment Advisors
North Carolina
$371K -$5.38M -48,228 -93%
V
462
Veritable
Delaware
$363K -$24K -215 -6%
FHB
463
First Hawaiian Bank
Hawaii
$360K -$138K -1,234 -27%
DSC
464
Duncker Streett & Co
Missouri
$358K -$36.2K -325 -9%
MIS
465
Morningstar Investment Services
Illinois
$358K -$14K -126 -4%
FLPIM
466
F.L. Putnam Investment Management
Massachusetts
$358K +$39K +350 +12%
BEAM
467
Baker Ellis Asset Management
Washington
$357K
Simplex Trading
468
Simplex Trading
Illinois
$354K -$290K -2,601 -45%
CIA
469
CSat Investment Advisory
Michigan
$352K +$56.4K +506 +19%
AWM
470
AE Wealth Management
Kansas
$351K +$356K +3,191 New
CI
471
Cigna Investments
Connecticut
$350K +$11.1K +100 +3%
FI
472
FormulaFolio Investments
Michigan
$347K -$5.35K -48 -2%
Acadian Asset Management
473
Acadian Asset Management
Massachusetts
$346K -$243K -2,177 -41%
MAFM
474
Mid Atlantic Financial Management
Pennsylvania
$345K -$7.36K -66 -2%
WG
475
Winton Group
United Kingdom
$342K -$103K -922 -23%

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.