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J.M. Smucker

810 hedge funds and large institutions have $10.3B invested in J.M. Smucker in 2018 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 292 increasing their positions, 268 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.72% more ownership

Funds ownership: 80.53%84.25% (+3.7%)

9% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 85

9% more repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 268

0% more funds holding

Funds holding: 809810 (+1)

9% less capital invested

Capital invested by funds: $11.3B → $10.3B (-$1.05B)

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

47% less call options, than puts

Call options by funds: $111M | Put options by funds: $211M

Holders
810
Holders Change
+1
Holders Change %
+0.12%
% of All Funds
18.54%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.18%
New
93
Increased
292
Reduced
268
Closed
85
Calls
$111M
Puts
$211M
Net Calls
-$99.5M
Net Calls Change
-$125M
Name Holding Trade Value Shares
Change
Change in
Stake
MYLI
476
Meiji Yasuda Life Insurance
Japan
$477K +$39.3K +350 +9%
BOH
477
Bank of Hawaii
Hawaii
$461K +$42.3K +377 +10%
UB
478
UMB Bank
Missouri
$456K -$348K -3,103 -42%
CA
479
Cetera Advisors
Colorado
$452K -$16.8K -150 -3%
PT
480
Plimoth Trust
Massachusetts
$450K +$204K +1,820 +77%
HVIA
481
Hudson Valley Investment Advisors
New York
$446K +$2.02K +18 +0.4%
PI
482
Pettee Investors
Connecticut
$443K
APFBOT
483
Amica Pension Fund Board of Trustees
Rhode Island
$442K
JFGIW
484
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$436K -$674 -6 -0.1%
MF
485
Magnetar Financial
Illinois
$433K +$453K +4,032 New
BAAM
486
Baker Avenue Asset Management
California
$432K +$12.6K +112 +3%
ET
487
Equitable Trust
Tennessee
$432K +$451K +4,017 New
GWM
488
Geneos Wealth Management
Colorado
$431K -$19.7K -175 -4%
UFG
489
United Fire Group
Iowa
$430K
RB
490
Rodgers Brothers
Pennsylvania
$430K +$16.5K +147 +4%
Connor, Clark & Lunn Investment Management (CC&L)
491
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$430K +$449K +4,000 New
SSG
492
Summit Securities Group
New York
$430K +$449K +4,000 New
EWM
493
Evercore Wealth Management
New York
$429K -$64.6K -575 -13%
MYIA
494
Mount Yale Investment Advisors
Colorado
$429K -$6.18K -55 -1%
MLIC
495
Mandatum Life Insurance Company
Finland
$415K +$10.8K +96 +3%
AMCA
496
Arthur M. Cohen & Associates
Illinois
$407K
MLL
497
Moody Lynn & Lieberson
Massachusetts
$407K
Daiwa Securities Group
498
Daiwa Securities Group
Japan
$403K
CFB
499
Cullen/Frost Bankers
Texas
$401K +$47.3K +421 +13%
TAM
500
Trillium Asset Management
Massachusetts
$400K

SJM Hedge Fund Activity: Q2 2018 in Review

810 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2018, worth a combined $10.3B — down 9.3% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new SJM positions and 85 closed out — a net gain of 8 holders — while 292 added to existing stakes and 268 trimmed.

The largest buyer was Vanguard Group, adding an estimated $105M. The largest seller was PNC Financial Services Group, cutting an estimated $78.5M.

  • 810 institutional investors held J.M. Smucker (SJM) as of Q2 2018, up from 809 in Q1 2018.
  • Funds reported $10.3B of J.M. Smucker stock for Q2 2018, down 9.3% quarter-over-quarter.
  • 93 funds opened new J.M. Smucker positions in Q2 2018 and 85 closed out, a net change of +8 holders.
  • The largest J.M. Smucker buyer in Q2 2018 was Vanguard Group, an estimated $105M added.
  • The largest J.M. Smucker seller in Q2 2018 was PNC Financial Services Group, an estimated $78.5M sold.

Based on aggregated 13F filings for Q2 2018.