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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
UBS AM
26
UBS AM
Illinois
$61.4M +$10.5M +94,520 +20%
Goldman Sachs
27
Goldman Sachs
New York
$60.3M -$6.22M -55,841 -9%
Swiss National Bank
28
Swiss National Bank
Switzerland
$58.8M +$3.73M +33,495 +7%
First Trust Advisors
29
First Trust Advisors
Illinois
$56.2M +$8.59M +77,090 +18%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$53.4M +$157K +1,413 +0.3%
D.E. Shaw & Co
31
D.E. Shaw & Co
New York
$48.4M +$45.1M +404,982 +1,171%
PCM
32
Polaris Capital Management
Massachusetts
$44M +$4.01M +36,000 +10%
AQR Capital Management
33
AQR Capital Management
Connecticut
$43.2M +$32.5M +291,929 +289%
Morgan Stanley
34
Morgan Stanley
New York
$42.7M -$11.4M -102,096 -21%
AllianceBernstein
35
AllianceBernstein
Tennessee
$37.8M +$11.1M +99,944 +41%
Russell Investments Group
36
Russell Investments Group
United Kingdom
$37.6M +$4.14M +37,105 +12%
AAMU
37
Amundi Asset Management US
Massachusetts
$37.4M -$3.94M -35,389 -9%
Axa
38
Axa
France
$36.9M +$5.71M +51,249 +18%
Deutsche Bank
39
Deutsche Bank
Germany
$36.5M -$16.3M -146,250 -31%
Man Group
40
Man Group
United Kingdom
$36.1M +$19.1M +170,949 +108%
Renaissance Technologies
41
Renaissance Technologies
New York
$36.1M +$20.4M +183,077 +126%
Robeco Institutional Asset Management
42
Robeco Institutional Asset Management
Netherlands
$35.3M -$6.89M -61,787 -16%
TSW
43
Thompson Siegel & Walmsley
Virginia
$35M +$4.86M +43,627 +16%
N
44
Nuveen
North Carolina
$33.7M -$31.7M -284,415 -48%
Prudential Financial
45
Prudential Financial
New Jersey
$33.6M -$45.6M -409,059 -57%
CS
46
Credit Suisse
Switzerland
$33.4M +$3.84M +34,496 +13%
Janus Henderson Group
47
Janus Henderson Group
United Kingdom
$32.5M +$21.1M +189,080 +177%
BCM
48
Becker Capital Management
Oregon
$32.1M +$4.35M +39,048 +15%
MAM
49
Martingale Asset Management
Massachusetts
$31.1M +$12.5M +111,882 +66%
T
50
TOBAM
France
$30.8M -$2.52M -22,576 -7%

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.