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J.M. Smucker

798 hedge funds and large institutions have $10.3B invested in J.M. Smucker in 2019 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 253 increasing their positions, 303 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more call options, than puts

Call options by funds: $76.8M | Put options by funds: $74.1M

2% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 83

0.25% less ownership

Funds ownership: 79.23%78.99% (-0.25%)

2% less capital invested

Capital invested by funds: $10.5B → $10.3B (-$165M)

1% less funds holding

Funds holding: 808798 (-10)

17% less repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 303

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
798
Holders Change
-10
Holders Change %
-1.24%
% of All Funds
17.33%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
85
Increased
253
Reduced
303
Closed
83
Calls
$76.8M
Puts
$74.1M
Net Calls
+$2.66M
Net Calls Change
-$42.4M
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$68.1M +$71.8M +588,362 +22,638%
American Century Companies
27
American Century Companies
Missouri
$66.6M -$499K -4,084 -0.7%
Charles Schwab
28
Charles Schwab
California
$61.2M +$1.53M +12,555 +2%
Swiss National Bank
29
Swiss National Bank
Switzerland
$57.7M -$1.49M -12,200 -2%
Morgan Stanley
30
Morgan Stanley
New York
$56.5M +$6.82M +55,816 +13%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$55.7M +$4.46M +36,557 +8%
Deutsche Bank
32
Deutsche Bank
Germany
$55M -$44.5M -364,270 -43%
UBS AM
33
UBS AM
Illinois
$53.4M -$925K -7,575 -2%
First Trust Advisors
34
First Trust Advisors
Illinois
$50M -$17.4M -142,499 -25%
AAMU
35
Amundi Asset Management US
Massachusetts
$44.3M +$1.86M +15,200 +4%
Robeco Institutional Asset Management
36
Robeco Institutional Asset Management
Netherlands
$44.1M +$23.4M +191,644 +100%
PCM
37
Polaris Capital Management
Massachusetts
$42M
Barclays
38
Barclays
United Kingdom
$36M -$7.05M -57,741 -16%
Russell Investments Group
39
Russell Investments Group
United Kingdom
$35.1M +$6.89M +56,439 +23%
Citadel Advisors
40
Citadel Advisors
Florida
$34.9M -$88M -720,469 -70%
T
41
TOBAM
France
$34.8M +$4.41M +36,105 +14%
Lord, Abbett & Co
42
Lord, Abbett & Co
New Jersey
$34.8M -$3.25M -26,600 -8%
WCM
43
Wedge Capital Management
North Carolina
$33.7M -$10.4M -85,527 -23%
Axa
44
Axa
France
$32.8M +$854K +6,995 +3%
UBS Group
45
UBS Group
Switzerland
$32.4M -$6.44M -52,723 -16%
TSW
46
Thompson Siegel & Walmsley
Virginia
$31.6M -$16.8M -137,521 -33%
JIC
47
Johnson Investment Counsel
Ohio
$31.1M -$289K -2,365 -0.9%
CS
48
Credit Suisse
Switzerland
$31M +$7.69M +62,984 +31%
Nordea Investment Management
49
Nordea Investment Management
Sweden
$30.3M +$20.5M +167,803 +177%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$30M -$635K -5,200 -2%

SJM Hedge Fund Activity: Q2 2019 in Review

798 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2019, worth a combined $10.3B — down 1.6% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new SJM positions and 83 closed out — a net gain of 2 holders — while 253 added to existing stakes and 303 trimmed.

The largest buyer was Nuveen, adding an estimated $71.8M. The largest seller was Citadel Advisors, cutting an estimated $88M.

  • 798 institutional investors held J.M. Smucker (SJM) as of Q2 2019, down from 808 in Q1 2019.
  • Funds reported $10.3B of J.M. Smucker stock for Q2 2019, down 1.6% quarter-over-quarter.
  • 85 funds opened new J.M. Smucker positions in Q2 2019 and 83 closed out, a net change of +2 holders.
  • The largest J.M. Smucker buyer in Q2 2019 was Nuveen, an estimated $71.8M added.
  • The largest J.M. Smucker seller in Q2 2019 was Citadel Advisors, an estimated $88M sold.

Based on aggregated 13F filings for Q2 2019.