J.M. Smucker
801 hedge funds and large institutions have $10.8B invested in J.M. Smucker in 2020 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 289 increasing their positions, 265 reducing their positions, and 69 closing their positions.
51% more first-time investments, than exits
New positions opened: 104 | Existing positions closed: 69
3% more funds holding
Funds holding: 779 → 801 (+22)
9% more repeat investments, than reductions
Existing positions increased: 289 | Existing positions reduced: 265
0.06% more ownership
Funds ownership: 82.79% → 82.85% (+0.06%)
1% less capital invested
Capital invested by funds: $10.9B → $10.8B (-$56.8M)
40% less call options, than puts
Call options by funds: $34.9M | Put options by funds: $57.7M
43% less funds holding in top 10
Funds holding in top 10: 7 → 4 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIG
American International Group
New York
|
+$152M |
| 2 |
APG Asset Management
Amsterdam,
Netherlands
|
+$24.7M |
| 3 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$20.2M |
| 4 |
GLA
Great Lakes Advisors
Chicago,
Illinois
|
+$19.9M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Select Equity Group
New York
|
-$121M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$37.2M |
| 3 |
State Street
Boston,
Massachusetts
|
-$30.7M |
| 4 |
LSV Asset Management
Chicago,
Illinois
|
-$29.6M |
| 5 |
Renaissance Technologies
New York
|
-$28.6M |
SJM Hedge Fund Activity: Q4 2020 in Review
801 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q4 2020, worth a combined $10.8B — down 0.52% from $10.9B a quarter earlier.
Buyers outnumbered sellers: 104 funds opened new SJM positions and 69 closed out — a net gain of 35 holders — while 289 added to existing stakes and 265 trimmed.
The largest buyer was American International Group, adding an estimated $152M. The largest seller was Select Equity Group, exiting entirely with an estimated $121M sold.
- 801 institutional investors held J.M. Smucker (SJM) as of Q4 2020, up from 779 in Q3 2020.
- Funds reported $10.8B of J.M. Smucker stock for Q4 2020, down 0.52% quarter-over-quarter.
- 104 funds opened new J.M. Smucker positions in Q4 2020 and 69 closed out, a net change of +35 holders.
- The largest J.M. Smucker buyer in Q4 2020 was American International Group, an estimated $152M added.
- The largest J.M. Smucker seller in Q4 2020 was Select Equity Group, an estimated $121M sold.
Based on aggregated 13F filings for Q4 2020.