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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
IA
501
Icon Advisers
Colorado
$392K +$415K +3,400 New
MIS
502
Morningstar Investment Services
Illinois
$390K -$24.4K -200 -6%
KFS
503
Kurt F. Somerville
$388K -$229K -1,875 -36%
AWA
504
ARS Wealth Advisors
Florida
$387K +$21.4K +175 +5%
FAM
505
Formidable Asset Management
Ohio
$376K +$413K +3,381 New
BEAM
506
Baker Ellis Asset Management
Washington
$373K -$2.81K -23 -0.7%
BFS
507
Bradley Foster & Sargent
Connecticut
$369K -$6.47K -53 -2%
FI
508
FormulaFolio Investments
Michigan
$369K -$1.34K -11 -0.3%
MAFM
509
Mid Atlantic Financial Management
Pennsylvania
$368K +$977 +8 +0.3%
FDS
510
First Dallas Securities
Texas
$365K +$12.2K +100 +3%
FL
511
Fort LP
Maryland
$358K +$270K +2,214 +247%
CI
512
Cigna Investments
Connecticut
$356K -$12.2K -100 -3%
FC
513
Fayerweather Charles
$352K -$67.2K -550 -15%
JT
514
Jump Trading
Illinois
$351K +$372K +3,050 New
DT
515
Diversified Trust
Tennessee
$345K +$18.3K +150 +5%
ACA
516
Atlas Capital Advisors
Wyoming
$345K +$289K +2,363 +376%
KCM
517
Kornitzer Capital Management
Kansas
$343K -$12.2K -100 -3%
RGC
518
Roberts, Glore & Co
Illinois
$343K
KA
519
Kintegral Advisory
New York
$341K
TNB
520
Thomasville National Bank
Georgia
$339K -$698K -5,713 -66%
WSTAM
521
Wilbanks Smith & Thomas Asset Management
Virginia
$337K -$3.79K -31 -1%
DBRC
522
D.B. Root & Company
Pennsylvania
$337K +$6.35K +52 +2%
FLPIM
523
F.L. Putnam Investment Management
Massachusetts
$335K +$24.1K +197 +7%
FNBT
524
FineMark National Bank & Trust
Florida
$334K +$354K +2,899 New
NSIM
525
North Star Investment Management
Illinois
$333K

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.