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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
GIA
501
Gargoyle Investment Advisor
New Jersey
$398K +$67.4K +600 +19%
SA
502
SL Advisors
New Jersey
$393K -$156K -1,389 -28%
FI
503
FormulaFolio Investments
Michigan
$391K +$408K +3,635 New
VFA
504
Valeo Financial Advisors
Indiana
$389K -$138K -1,233 -26%
CI
505
Cigna Investments
Connecticut
$388K -$56.1K -500 -12%
D.E. Shaw & Co
506
D.E. Shaw & Co
New York
$387K +$404K +3,600 New
DSC
507
Duncker Streett & Co
Missouri
$385K -$5.61K -50 -1%
MSR
508
Main Street Research
Connecticut
$380K
II
509
Inspire Investing
Idaho
$380K +$63.7K +567 +19%
Mariner
510
Mariner
Kansas
$377K +$153K +1,359 +63%
AA
511
ALPS Advisors
Colorado
$375K -$18.4K -164 -4%
CHA
512
Cedar Hill Associates
Illinois
$373K -$91.5K -815 -19%
GXMC
513
Global X Management Company
New York
$372K -$70.7K -630 -15%
N
514
Nuveen
North Carolina
$368K -$30.2K -269 -7%
B
515
Barings
North Carolina
$360K +$161K +1,430 +75%
DP
516
Dearborn Partners
Illinois
$352K -$55.6K -495 -13%
NSIM
517
North Star Investment Management
Illinois
$350K
ECM
518
ETrade Capital Management
Virginia
$350K +$148K +1,316 +68%
CC
519
Courier Capital
New York
$344K +$5.28K +47 +1%
FT
520
Fiduciary Trust
Massachusetts
$343K -$10.1K -90 -3%
CWM
521
Cornerstone Wealth Management
Missouri
$341K +$4.03M +35,876 New
TAM
522
Tocqueville Asset Management
New York
$339K -$22.5K -200 -6%
EA
523
Edge Advisors
Georgia
$335K
PTC
524
Petrus Trust Company
Texas
$334K +$348K +3,103 New
BFS
525
Bradley Foster & Sargent
Connecticut
$331K

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.