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J.M. Smucker

741 hedge funds and large institutions have $9.93B invested in J.M. Smucker in 2019 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 260 increasing their positions, 277 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $68.6M | Put options by funds: $61.4M

0.23% more ownership

Funds ownership: 78.99%79.22% (+0.23%)

4% less capital invested

Capital invested by funds: $10.3B → $9.93B (-$396M)

6% less repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 277

7% less funds holding

Funds holding: 798741 (-57)

54% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 102

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
741
Holders Change
-57
Holders Change %
-7.14%
% of All Funds
16.25%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
47
Increased
260
Reduced
277
Closed
102
Calls
$68.6M
Puts
$61.4M
Net Calls
+$7.23M
Net Calls Change
+$4.57M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Fund Management (CFM)
476
Capital Fund Management (CFM)
France
$337K -$363K -3,259 -52%
DBRC
477
D.B. Root & Company
Pennsylvania
$333K +$11.1K +100 +3%
BFS
478
Bradley Foster & Sargent
Connecticut
$332K -$21K -188 -6%
KCM
479
Kornitzer Capital Management
Kansas
$330K +$2.23K +20 +0.7%
RGC
480
Roberts, Glore & Co
Illinois
$328K
KA
481
Kintegral Advisory
New York
$326K
BI
482
Bredin Investment
Delaware
$316K
NBG
483
Nancy B. Gardiner
$314K
HTC
484
Haverford Trust Company
Pennsylvania
$313K +$41.9K +376 +15%
NSIM
485
North Star Investment Management
Illinois
$312K -$6.02K -54 -2%
N
486
Natixis
France
$308K -$1.17M -10,507 -79%
Fiera Capital (Canada)
487
Fiera Capital (Canada)
Quebec, Canada
$304K +$71.4K +641 +30%
FNT
488
First National Trust
Pennsylvania
$302K -$88K -790 -22%
LC
489
LCNB Corp
Ohio
$301K +$40.7K +365 +15%
WSTAM
490
Wilbanks Smith & Thomas Asset Management
Virginia
$299K -$22.3K -200 -7%
LWCFA
491
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$299K -$2.79K -25 -0.9%
SC
492
Saybrook Capital
North Carolina
$297K
WI
493
Wedgewood Investors
Pennsylvania
$297K
KRSITF
494
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$296K +$35.6K +319 +13%
PFS
495
Physicians Financial Services
North Carolina
$293K
KCM
496
Kanawha Capital Management
Virginia
$290K +$13.2K +118 +5%
CIM
497
Contravisory Investment Management
Massachusetts
$289K -$2.9K -26 -1%
FCI
498
Financial Counselors Inc
Kansas
$289K +$223 +2 +0.1%
MIP
499
Marietta Investment Partners
Wisconsin
$284K
ATPW
500
Ashton Thomas Private Wealth
Arizona
$284K +$18.3K +164 +7%

SJM Hedge Fund Activity: Q3 2019 in Review

741 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q3 2019, worth a combined $9.93B — down 3.8% from $10.3B a quarter earlier.

Sellers outnumbered buyers: 102 funds closed out of SJM and 47 opened new positions — a net loss of 55 holders — while 277 trimmed existing stakes and 260 added.

The largest buyer was Fidelity Investments, adding an estimated $68.1M. The largest seller was Millennium Management, cutting an estimated $66.1M.

  • 741 institutional investors held J.M. Smucker (SJM) as of Q3 2019, down from 798 in Q2 2019.
  • Funds reported $9.93B of J.M. Smucker stock for Q3 2019, down 3.8% quarter-over-quarter.
  • 47 funds opened new J.M. Smucker positions in Q3 2019 and 102 closed out, a net change of -55 holders.
  • The largest J.M. Smucker buyer in Q3 2019 was Fidelity Investments, an estimated $68.1M added.
  • The largest J.M. Smucker seller in Q3 2019 was Millennium Management, an estimated $66.1M sold.

Based on aggregated 13F filings for Q3 2019.