We are live on ! Find out more
SJM icon

J.M. Smucker

842 hedge funds and large institutions have $12.1B invested in J.M. Smucker in 2021 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 301 increasing their positions, 282 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 62

11% more call options, than puts

Call options by funds: $45.1M | Put options by funds: $40.7M

1% more funds holding

Funds holding: 831842 (+11)

7% more repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 282

1% more capital invested

Capital invested by funds: $12B → $12.1B (+$172M)

0.05% more ownership

Funds ownership: 87.6%87.64% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
842
Holders Change
+11
Holders Change %
+1.32%
% of All Funds
14.66%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
81
Increased
301
Reduced
282
Closed
62
Calls
$45.1M
Puts
$40.7M
Net Calls
+$4.37M
Net Calls Change
-$20.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AP
451
Advisor Partners
California
$607K +$18.6K +140 +3%
SMC
452
Smith, Moore & Co
Missouri
$605K -$59.8K -450 -9%
JAG
453
Journey Advisory Group
Kentucky
$597K -$26.6K -200 -4%
SW
454
SVB Wealth
Massachusetts
$594K +$18.3K +138 +3%
WA
455
Winfield Associates
Ohio
$591K +$3.32K +25 +0.6%
TWP
456
Tempus Wealth Planning
California
$583K +$597K +4,499 New
MML Investors Services
457
MML Investors Services
Massachusetts
$581K -$437K -3,290 -42%
RMCM
458
Reynders McVeigh Capital Management
Massachusetts
$579K -$13.3K -100 -2%
SM
459
Sciencast Management
New Jersey
$569K +$580K +4,367 New
AAS
460
Avantax Advisory Services
Texas
$563K +$217K +1,634 +61%
PA
461
Parallel Advisors
California
$560K +$36.1K +272 +7%
KAS
462
Kestra Advisory Services
Texas
$550K -$12.2K -92 -2%
ZCM
463
Ziegler Capital Management
Illinois
$547K +$9.83K +74 +2%
WJWM
464
Williams Jones Wealth Management
New York
$538K +$797 +6 +0.1%
GWSG
465
GPS Wealth Strategies Group
Colorado
$523K +$52.2K +393 +11%
FHB
466
First Hawaiian Bank
Hawaii
$522K +$282K +2,127 +112%
PNC
467
Park National Corp
Ohio
$521K -$7.7K -58 -1%
KFA
468
Krane Funds Advisors
New York
$519K +$532K +4,008 New
ISWM
469
Independent Solutions Wealth Management
New York
$507K -$13.3K -100 -2%
AIC
470
Archer Investment Corporation
Indiana
$505K -$1.2K -9 -0.2%
RGC
471
Roberts, Glore & Co
Illinois
$505K -$65.9K -496 -11%
DP
472
Dearborn Partners
Illinois
$504K -$16.2K -122 -3%
WB
473
WesBanco Bank
West Virginia
$504K -$2.66K -20 -0.5%
WSFS
474
Wilmington Savings Fund Society
Delaware
$501K -$8.1K -61 -2%
BPA
475
Beacon Pointe Advisors
California
$501K +$305K +2,296 +146%

SJM Hedge Fund Activity: Q2 2021 in Review

842 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2021, worth a combined $12.1B — up 1.4% from $12B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new SJM positions and 62 closed out — a net gain of 19 holders — while 301 added to existing stakes and 282 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $70M. The largest seller was American Century Companies, cutting an estimated $86.4M.

  • 842 institutional investors held J.M. Smucker (SJM) as of Q2 2021, up from 831 in Q1 2021.
  • Funds reported $12.1B of J.M. Smucker stock for Q2 2021, up 1.4% quarter-over-quarter.
  • 81 funds opened new J.M. Smucker positions in Q2 2021 and 62 closed out, a net change of +19 holders.
  • The largest J.M. Smucker buyer in Q2 2021 was Morgan Stanley, an estimated $70M added.
  • The largest J.M. Smucker seller in Q2 2021 was American Century Companies, an estimated $86.4M sold.

Based on aggregated 13F filings for Q2 2021.