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J.M. Smucker

842 hedge funds and large institutions have $12.1B invested in J.M. Smucker in 2021 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 301 increasing their positions, 282 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 62

11% more call options, than puts

Call options by funds: $45.1M | Put options by funds: $40.7M

1% more funds holding

Funds holding: 831842 (+11)

7% more repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 282

1% more capital invested

Capital invested by funds: $12B → $12.1B (+$172M)

0.05% more ownership

Funds ownership: 87.6%87.64% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
842
Holders Change
+11
Holders Change %
+1.32%
% of All Funds
14.66%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
81
Increased
301
Reduced
282
Closed
62
Calls
$45.1M
Puts
$40.7M
Net Calls
+$4.37M
Net Calls Change
-$20.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
26
Parametric Portfolio Associates
Washington
$94.4M +$4.33M +32,596 +5%
UBS AM
27
UBS AM
Illinois
$92.3M -$5.09M -38,300 -5%
Bank of America
28
Bank of America
North Carolina
$89.1M -$12M -90,435 -12%
UBS Group
29
UBS Group
Switzerland
$86.8M +$33M +248,603 +59%
Charles Schwab
30
Charles Schwab
California
$73.8M +$2.08M +15,693 +3%
APG Asset Management
31
APG Asset Management
Netherlands
$65.4M -$1.06M -8,000 -1%
Swiss National Bank
32
Swiss National Bank
Switzerland
$57.9M -$32.1M -241,725 -35%
T
33
TOBAM
France
$56M -$1.62M -12,204 -3%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$55.5M -$5M -37,687 -8%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$52.8M -$37.7M -283,727 -41%
TD Asset Management
36
TD Asset Management
Ontario, Canada
$52.7M -$4.92M -37,016 -8%
JP Morgan Chase
37
JP Morgan Chase
New York
$52.3M +$4.43M +33,361 +9%
Ameriprise
38
Ameriprise
Minnesota
$51.3M +$2.33M +17,542 +5%
TIA
39
Tandem Investment Advisors
South Carolina
$48.2M +$3.98M +29,974 +9%
State of Tennessee, Department of Treasury
40
State of Tennessee, Department of Treasury
Tennessee
$46.2M +$44.7M +336,932 +1,729%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$43.1M +$8.48M +63,876 +24%
ORIO
42
Old Republic International (ORI)
Illinois
$40.4M
BTW
43
Boston Trust Walden
Massachusetts
$40M +$3.12M +23,512 +8%
RJA
44
Raymond James & Associates
Florida
$38.3M +$14.8M +111,352 +61%
BNP Paribas Asset Management
45
BNP Paribas Asset Management
France
$37M +$6.19M +46,588 +19%
Victory Capital Management
46
Victory Capital Management
Texas
$36.3M -$8.69M -65,423 -19%
GLA
47
Great Lakes Advisors
Illinois
$36.2M +$1.34M +10,095 +4%
CS
48
Credit Suisse
Switzerland
$36.2M -$12.9M -96,813 -26%
OSAM
49
O'Shaughnessy Asset Management
Connecticut
$34.2M +$31.4M +236,210 +860%
RPI
50
Railway Pension Investments
United Kingdom
$34.1M +$13.3M +100,000 +61%

SJM Hedge Fund Activity: Q2 2021 in Review

842 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2021, worth a combined $12.1B — up 1.4% from $12B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new SJM positions and 62 closed out — a net gain of 19 holders — while 301 added to existing stakes and 282 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $70M. The largest seller was American Century Companies, cutting an estimated $86.4M.

  • 842 institutional investors held J.M. Smucker (SJM) as of Q2 2021, up from 831 in Q1 2021.
  • Funds reported $12.1B of J.M. Smucker stock for Q2 2021, up 1.4% quarter-over-quarter.
  • 81 funds opened new J.M. Smucker positions in Q2 2021 and 62 closed out, a net change of +19 holders.
  • The largest J.M. Smucker buyer in Q2 2021 was Morgan Stanley, an estimated $70M added.
  • The largest J.M. Smucker seller in Q2 2021 was American Century Companies, an estimated $86.4M sold.

Based on aggregated 13F filings for Q2 2021.