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J.M. Smucker

779 hedge funds and large institutions have $10.9B invested in J.M. Smucker in 2020 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 283 increasing their positions, 257 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

48% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 64

26% more call options, than puts

Call options by funds: $52.2M | Put options by funds: $41.6M

10% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 257

10% more capital invested

Capital invested by funds: $9.91B → $10.9B (+$989M)

3% more funds holding

Funds holding: 755779 (+24)

0.64% more ownership

Funds ownership: 82.15%82.79% (+0.64%)

Holders
779
Holders Change
+24
Holders Change %
+3.18%
% of All Funds
15.72%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.14%
New
95
Increased
283
Reduced
257
Closed
64
Calls
$52.2M
Puts
$41.6M
Net Calls
+$10.7M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$83M +$546K +4,895 +0.7%
PPA
27
Parametric Portfolio Associates
Washington
$82.9M -$1.71M -15,313 -2%
Swiss National Bank
28
Swiss National Bank
Switzerland
$79.2M -$713K -6,400 -0.9%
UBS AM
29
UBS AM
Illinois
$78.9M +$1.68M +15,043 +2%
Two Sigma Investments
30
Two Sigma Investments
New York
$78.4M +$13M +116,494 +21%
Charles Schwab
31
Charles Schwab
California
$73.2M -$2.42M -21,682 -3%
First Trust Advisors
32
First Trust Advisors
Illinois
$72.8M +$14.4M +129,423 +26%
Morgan Stanley
33
Morgan Stanley
New York
$69.3M -$4.04M -36,247 -6%
Robeco Institutional Asset Management
34
Robeco Institutional Asset Management
Netherlands
$69.3M -$820K -7,353 -1%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$60.7M -$1.24M -11,106 -2%
Janus Henderson Group
36
Janus Henderson Group
United Kingdom
$60.1M -$196K -1,757 -0.3%
State of Wisconsin Investment Board
37
State of Wisconsin Investment Board
Wisconsin
$56.3M +$4.38M +39,261 +9%
Goldman Sachs
38
Goldman Sachs
New York
$52.9M -$3.91M -35,084 -7%
T
39
TOBAM
France
$50.6M +$5.84M +52,380 +14%
N
40
Nuveen
North Carolina
$49.2M -$2.14M -19,189 -4%
Ameriprise
41
Ameriprise
Minnesota
$44.6M -$21.2M -190,202 -33%
CS
42
Credit Suisse
Switzerland
$43.4M +$4.08M +36,573 +11%
ORIO
43
Old Republic International (ORI)
Illinois
$42.6M
Citadel Advisors
44
Citadel Advisors
Florida
$40.7M -$19M -170,230 -33%
Wellington Management Group
45
Wellington Management Group
Massachusetts
$39.9M -$6.58M -59,064 -15%
Victory Capital Management
46
Victory Capital Management
Texas
$37.3M +$1.28M +11,460 +4%
MAM
47
Martingale Asset Management
Massachusetts
$37.2M +$808K +7,246 +2%
APG Asset Management
48
APG Asset Management
Netherlands
$36.5M +$5.72M +51,300 +16%
Mitsubishi UFJ Trust & Banking
49
Mitsubishi UFJ Trust & Banking
Japan
$36.1M +$353K +3,163 +1%
TD Asset Management
50
TD Asset Management
Ontario, Canada
$34.7M +$13.1M +117,739 +65%

SJM Hedge Fund Activity: Q3 2020 in Review

779 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q3 2020, worth a combined $10.9B — up 10% from $9.91B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new SJM positions and 64 closed out — a net gain of 31 holders — while 283 added to existing stakes and 257 trimmed.

The largest buyer was Select Equity Group, adding an estimated $60.3M. The largest seller was Nordea Investment Management, cutting an estimated $80.4M.

  • 779 institutional investors held J.M. Smucker (SJM) as of Q3 2020, up from 755 in Q2 2020.
  • Funds reported $10.9B of J.M. Smucker stock for Q3 2020, up 10% quarter-over-quarter.
  • 95 funds opened new J.M. Smucker positions in Q3 2020 and 64 closed out, a net change of +31 holders.
  • The largest J.M. Smucker buyer in Q3 2020 was Select Equity Group, an estimated $60.3M added.
  • The largest J.M. Smucker seller in Q3 2020 was Nordea Investment Management, an estimated $80.4M sold.

Based on aggregated 13F filings for Q3 2020.