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J.M. Smucker

755 hedge funds and large institutions have $9.91B invested in J.M. Smucker in 2020 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 258 increasing their positions, 255 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.86% more ownership

Funds ownership: 79.29%82.15% (+2.9%)

4% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 91

1% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 255

0% less funds holding

Funds holding: 757755 (-2)

1% less capital invested

Capital invested by funds: $10B → $9.91B (-$107M)

14% less call options, than puts

Call options by funds: $35.9M | Put options by funds: $41.7M

63% less funds holding in top 10

Funds holding in top 10: 83 (-5)

Holders
755
Holders Change
-2
Holders Change %
-0.26%
% of All Funds
15.48%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.06%
New
95
Increased
258
Reduced
255
Closed
91
Calls
$35.9M
Puts
$41.7M
Net Calls
-$5.78M
Net Calls Change
-$9.05M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$75.5M +$12M +106,786 +18%
Two Sigma Advisers
27
Two Sigma Advisers
New York
$74.3M +$71.5M +636,500 +963%
Swiss National Bank
28
Swiss National Bank
Switzerland
$73.3M -$663K -5,900 -0.8%
UBS AM
29
UBS AM
Illinois
$70.6M +$4.85M +43,144 +7%
Charles Schwab
30
Charles Schwab
California
$69.3M -$220K -1,956 -0.3%
Morgan Stanley
31
Morgan Stanley
New York
$67.4M +$12.1M +108,063 +20%
Robeco Institutional Asset Management
32
Robeco Institutional Asset Management
Netherlands
$64.3M +$37.2M +331,009 +120%
Ameriprise
33
Ameriprise
Minnesota
$60.9M +$24.5M +217,857 +61%
Two Sigma Investments
34
Two Sigma Investments
New York
$59.5M +$57.9M +515,544 +1,104%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$56.7M +$3.63M +32,319 +6%
Citadel Advisors
36
Citadel Advisors
Florida
$55.3M +$37.7M +335,215 +179%
Janus Henderson Group
37
Janus Henderson Group
United Kingdom
$55.2M +$17.1M +152,133 +41%
Select Equity Group
38
Select Equity Group
New York
$53.8M +$46.9M +417,561 +460%
First Trust Advisors
39
First Trust Advisors
Illinois
$53M -$5.24M -46,619 -9%
Goldman Sachs
40
Goldman Sachs
New York
$52.1M +$9.27M +82,526 +20%
State of Wisconsin Investment Board
41
State of Wisconsin Investment Board
Wisconsin
$47.5M +$3.97M +35,293 +9%
N
42
Nuveen
North Carolina
$47.1M +$20.3M +180,866 +68%
Wellington Management Group
43
Wellington Management Group
Massachusetts
$42.8M +$740K +6,587 +2%
T
44
TOBAM
France
$40.8M +$7.42M +66,001 +21%
ORIO
45
Old Republic International (ORI)
Illinois
$39M
CS
46
Credit Suisse
Switzerland
$35.9M +$4.45M +39,588 +13%
AAMU
47
Amundi Asset Management US
Massachusetts
$34M -$4.41M -39,289 -11%
MAM
48
Martingale Asset Management
Massachusetts
$33.3M -$167K -1,485 -0.5%
Victory Capital Management
49
Victory Capital Management
Texas
$32.9M -$26.4M -235,246 -43%
Mitsubishi UFJ Trust & Banking
50
Mitsubishi UFJ Trust & Banking
Japan
$32.7M +$15.7M +139,626 +82%

SJM Hedge Fund Activity: Q2 2020 in Review

755 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2020, worth a combined $9.91B — down 1.1% from $10B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new SJM positions and 91 closed out — a net gain of 4 holders — while 258 added to existing stakes and 255 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $103M. The largest seller was Fidelity Investments, cutting an estimated $154M.

  • 755 institutional investors held J.M. Smucker (SJM) as of Q2 2020, down from 757 in Q1 2020.
  • Funds reported $9.91B of J.M. Smucker stock for Q2 2020, down 1.1% quarter-over-quarter.
  • 95 funds opened new J.M. Smucker positions in Q2 2020 and 91 closed out, a net change of +4 holders.
  • The largest J.M. Smucker buyer in Q2 2020 was Renaissance Technologies, an estimated $103M added.
  • The largest J.M. Smucker seller in Q2 2020 was Fidelity Investments, an estimated $154M sold.

Based on aggregated 13F filings for Q2 2020.