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J.M. Smucker

798 hedge funds and large institutions have $10.3B invested in J.M. Smucker in 2019 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 253 increasing their positions, 303 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more call options, than puts

Call options by funds: $76.8M | Put options by funds: $74.1M

2% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 83

0.25% less ownership

Funds ownership: 79.23%78.99% (-0.25%)

2% less capital invested

Capital invested by funds: $10.5B → $10.3B (-$165M)

1% less funds holding

Funds holding: 808798 (-10)

17% less repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 303

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
798
Holders Change
-10
Holders Change %
-1.24%
% of All Funds
17.33%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
85
Increased
253
Reduced
303
Closed
83
Calls
$76.8M
Puts
$74.1M
Net Calls
+$2.66M
Net Calls Change
-$42.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
476
Daiwa Securities Group
Japan
$495K
OC
477
Oppenheimer & Co
New York
$492K -$12.3K -101 -2%
GIA
478
Gateway Investment Advisers
Ohio
$482K -$21.2K -174 -4%
PAG
479
Private Advisor Group
New Jersey
$480K +$16.2K +133 +3%
HF
480
HRT Financial
New York
$478K -$468K -3,836 -48%
OSIA
481
O'Shares Investment Advisers
Massachusetts
$478K +$29.1K +238 +6%
CIM
482
CIM Investment Management
Pennsylvania
$465K +$20.8K +170 +4%
WG
483
Winton Group
United Kingdom
$464K +$492K +4,028 New
UFG
484
United Fire Group
Iowa
$461K
RMDI
485
R.M. Davis Inc
Maine
$451K -$85.5K -700 -15%
QT
486
Quantamental Technologies
New York
$448K +$402K +3,289 +552%
GWM
487
Geneos Wealth Management
Colorado
$444K +$35.3K +289 +8%
AW
488
Alpha Windward
Massachusetts
$440K -$128K -1,047 -21%
ACM
489
Alethea Capital Management
Washington
$439K -$1.1M -8,986 -70%
PHK
490
Point72 Hong Kong
Hong Kong
$423K +$226K +1,850 +102%
WJA
491
Williams Jones & Associates
New York
$418K -$13.9K -114 -3%
MA
492
Mutual Advisors
Nebraska
$415K +$440K +3,600 New
DSC
493
Duncker Streett & Co
Missouri
$412K
PSC
494
Prentiss Smith & Co
Vermont
$412K
DIA
495
Dana Investment Advisors
Wisconsin
$409K -$39.8K -326 -8%
MSR
496
Main Street Research
Connecticut
$408K
FNT
497
First National Trust
Pennsylvania
$407K
V
498
Veritable
Delaware
$405K -$3.42K -28 -0.8%
OIWM
499
OptiFour Integrated Wealth Management
Virginia
$405K +$429K +3,513 New
Truist Financial
500
Truist Financial
North Carolina
$398K +$422K +3,458 New

SJM Hedge Fund Activity: Q2 2019 in Review

798 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2019, worth a combined $10.3B — down 1.6% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new SJM positions and 83 closed out — a net gain of 2 holders — while 253 added to existing stakes and 303 trimmed.

The largest buyer was Nuveen, adding an estimated $71.8M. The largest seller was Citadel Advisors, cutting an estimated $88M.

  • 798 institutional investors held J.M. Smucker (SJM) as of Q2 2019, down from 808 in Q1 2019.
  • Funds reported $10.3B of J.M. Smucker stock for Q2 2019, down 1.6% quarter-over-quarter.
  • 85 funds opened new J.M. Smucker positions in Q2 2019 and 83 closed out, a net change of +2 holders.
  • The largest J.M. Smucker buyer in Q2 2019 was Nuveen, an estimated $71.8M added.
  • The largest J.M. Smucker seller in Q2 2019 was Citadel Advisors, an estimated $88M sold.

Based on aggregated 13F filings for Q2 2019.