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J.M. Smucker

762 hedge funds and large institutions have $9.98B invested in J.M. Smucker in 2017 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 281 increasing their positions, 273 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 273

0.33% more ownership

Funds ownership: 74.05%74.38% (+0.33%)

5% less funds holding

Funds holding: 805762 (-43)

12% less capital invested

Capital invested by funds: $11.3B → $9.98B (-$1.3B)

15% less call options, than puts

Call options by funds: $37M | Put options by funds: $43.5M

35% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 88

69% less funds holding in top 10

Funds holding in top 10: 165 (-11)

Holders
762
Holders Change
-43
Holders Change %
-5.34%
% of All Funds
19%
Holding in Top 10
5
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-68.75%
% of All Funds
0.12%
New
57
Increased
281
Reduced
273
Closed
88
Calls
$37M
Puts
$43.5M
Net Calls
-$6.54M
Net Calls Change
-$35.4M
Name Holding Trade Value Shares
Change
Change in
Stake
LJHT
476
Laurie J. Hall Trustee
$576K +$239K +1,890 +64%
TFO
477
Tarbox Family Office
California
$568K
BOS
478
Bank of Stockton
California
$561K -$12.6K -100 -2%
SMC
479
Smith, Moore & Co
Missouri
$560K +$75.4K +597 +14%
WA
480
WBH Advisory
Maryland
$559K -$14.2K -112 -2%
Los Angeles Capital Management
481
Los Angeles Capital Management
California
$557K
EWM
482
Evercore Wealth Management
New York
$556K
SPIA
483
Steward Partners Investment Advisory
New York
$556K +$482K +3,817 +433%
TAM
484
Trillium Asset Management
Massachusetts
$555K -$44.5K -352 -7%
Thrivent Financial for Lutherans
485
Thrivent Financial for Lutherans
Minnesota
$555K +$16.4K +130 +3%
SFFS
486
Stonehage Fleming Financial Services
Jersey
$551K
IHL
487
Investment House LLC
California
$548K -$22.7K -180 -4%
NA
488
NewEdge Advisors
Louisiana
$542K +$105K +831 +21%
PCM
489
Prelude Capital Management
New York
$537K +$390K +3,087 +213%
CI
490
Cigna Investments
Connecticut
$536K -$32.5K -257 -5%
RFC
491
Regions Financial Corp
Alabama
$534K +$111K +876 +24%
DIA
492
Denver Investment Advisors
Colorado
$532K -$6.32K -50 -1%
HI
493
Horizon Investments
North Carolina
$511K -$25K -198 -5%
ST
494
Smithfield Trust
Pennsylvania
$508K +$101K +802 +23%
IFAM
495
Institutional & Family Asset Management
Colorado
$504K -$13K -103 -2%
PCMM
496
Private Capital Management (Minnesota)
Minnesota
$503K +$126K +1,000 +31%
AIL
497
AGF Investments LLC
Ontario, Canada
$502K +$32.2K +255 +6%
HB
498
Homrich & Berg
Georgia
$496K +$116K +917 +28%
GWM
499
Geneos Wealth Management
Colorado
$495K -$5.18K -41 -1%
KI
500
Koch Industries
Kansas
$495K +$529K +4,187 New