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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
PPA
26
Parametric Portfolio Associates
Washington
$65M -$41.2M -367,232 -38%
Legal & General Group
27
Legal & General Group
United Kingdom
$64.2M -$860K -7,660 -1%
Stifel Financial
28
Stifel Financial
Missouri
$62.9M +$2.31M +20,561 +4%
SCP
29
Seizert Capital Partners
Michigan
$62.5M
Bessemer Group
30
Bessemer Group
New Jersey
$62.1M -$16.9M -150,402 -21%
Ameriprise
31
Ameriprise
Minnesota
$59.6M +$6.91M +61,571 +12%
UH
32
Unigestion Holding
Switzerland
$58.6M +$61.2M +545,009 New
Swiss National Bank
33
Swiss National Bank
Switzerland
$54.4M +$1.36M +12,100 +2%
First Trust Advisors
34
First Trust Advisors
Illinois
$51.8M +$17.3M +154,148 +47%
Renaissance Technologies
35
Renaissance Technologies
New York
$51.8M +$54.1M +481,503 New
Millennium Management
36
Millennium Management
New York
$49.6M +$51.8M +461,636 New
Charles Schwab
37
Charles Schwab
California
$49.3M +$1.06M +9,480 +2%
Aberdeen Group
38
Aberdeen Group
United Kingdom
$47.2M +$9.3M +82,840 +23%
Nordea Investment Management
39
Nordea Investment Management
Sweden
$45.4M +$40.5M +360,569 +583%
Morgan Stanley
40
Morgan Stanley
New York
$45.2M -$1.13M -10,043 -2%
MIH
41
Madison Investment Holdings
Wisconsin
$44.8M +$6.81M +60,639 +17%
Lord, Abbett & Co
42
Lord, Abbett & Co
New Jersey
$42.4M +$3.55M +31,600 +9%
SCM
43
Snow Capital Management
Pennsylvania
$41.5M -$1.1M -9,787 -2%
BCM
44
Becker Capital Management
Oregon
$38.9M +$958K +8,531 +2%
JP Morgan Chase
45
JP Morgan Chase
New York
$38.7M +$6.19M +55,083 +18%
DLA
46
Douglas Lane & Associates
New York
$38.1M +$3.35M +29,822 +9%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$38M +$1.89M +16,806 +5%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$36.8M +$2.63M +23,452 +7%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$35.4M +$6.09M +54,264 +20%
Russell Investments Group
50
Russell Investments Group
United Kingdom
$35.2M -$12.4M -110,650 -25%

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.