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J.M. Smucker

831 hedge funds and large institutions have $12B invested in J.M. Smucker in 2021 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 301 increasing their positions, 276 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 69

41% more call options, than puts

Call options by funds: $86.7M | Put options by funds: $61.6M

10% more capital invested

Capital invested by funds: $10.8B → $12B (+$1.12B)

4.75% more ownership

Funds ownership: 82.85%87.6% (+4.8%)

4% more funds holding

Funds holding: 801831 (+30)

9% more repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 276

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
831
Holders Change
+30
Holders Change %
+3.75%
% of All Funds
14.59%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
103
Increased
301
Reduced
276
Closed
69
Calls
$86.7M
Puts
$61.6M
Net Calls
+$25.1M
Net Calls Change
+$47.9M
Name Holding Trade Value Shares
Change
Change in
Stake
WB
476
WesBanco Bank
West Virginia
$494K +$461K +3,908 New
IRF
477
IBM Retirement Fund
New York
$487K -$29.4K -249 -6%
RJT
478
Raymond James Trust
Florida
$486K -$124K -1,053 -22%
PFS
479
Physicians Financial Services
North Carolina
$486K +$112K +950 +33%
VFA
480
Voya Financial Advisors
Connecticut
$484K +$54.7K +463 +14%
HFG
481
Heron Financial Group
New York
$482K +$24.2K +205 +6%
MC
482
Middleton & Co
Massachusetts
$478K -$76.7K -650 -15%
RA
483
RFG Advisory
Alabama
$473K +$11.9K +101 +3%
AG
484
AlphaSimPlex Group
Massachusetts
$472K +$440K +3,728 New
VPIM
485
Vanguard Personalized Indexing Management
California
$462K +$122K +1,035 +40%
TW
486
Transform Wealth
Colorado
$460K -$1.07M -9,061 -71%
GWSG
487
GPS Wealth Strategies Group
Colorado
$460K +$21.6K +183 +5%
FTDI
488
First Trust Direct Indexing
Massachusetts
$459K +$2.71K +23 +0.6%
Fuller & Thaler Asset Management
489
Fuller & Thaler Asset Management
California
$457K +$142K +1,200 +50%
BAM
490
Brave Asset Management
New Jersey
$456K -$41.7K -353 -9%
SAM
491
S.A. Mason
Michigan
$456K +$11.8K +100 +3%
Bessemer Group
492
Bessemer Group
New Jersey
$456K +$22.3K +189 +6%
CCA
493
Conestoga Capital Advisors
Pennsylvania
$454K -$50.8K -430 -11%
RIM
494
Redpoint Investment Management
Australia
$454K
ACM
495
Azimuth Capital Management
Michigan
$450K -$307K -2,600 -42%
1IA
496
1834 Investment Advisors
Wisconsin
$448K -$144K -1,219 -26%
MSR
497
Main Street Research
Connecticut
$448K
AAM
498
AMI Asset Management
California
$447K +$28.9K +245 +7%
OQS
499
Occudo Quantitative Strategies
Florida
$445K +$46.4K +393 +13%
SF
500
Synovus Financial
Georgia
$433K +$28.7K +243 +8%