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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
KWM
501
Kingsview Wealth Management
Oregon
$283K +$287K +2,575 New
TI
502
Truepoint Inc
Ohio
$282K -$5.01K -45 -2%
OC
503
Oppenheimer & Co
New York
$276K -$196K -1,759 -41%
CFA
504
Carroll Financial Associates
North Carolina
$273K +$1.67K +15 +0.6%
CDH
505
Charles D. Hyman
$270K
BTW
506
Boston Trust Walden
Massachusetts
$268K
AP
507
Advisor Partners
California
$268K +$29.5K +265 +12%
CCIA
508
Campbell & Co Investment Adviser
Maryland
$266K +$269K +2,416 New
PAM
509
Palisade Asset Management
Minnesota
$264K
SS
510
Sunbelt Securities
Texas
$261K +$265K +2,382 New
FDS
511
First Dallas Securities
Texas
$260K -$89.2K -800 -25%
P
512
Pitcairn
Pennsylvania
$259K +$30.1K +270 +13%
FFBTD
513
First Financial Bank - Trust Division
Ohio
$258K -$111 -1 -0%
MLL
514
Moody Lynn & Lieberson
Massachusetts
$252K -$1.34K -12 -0.5%
USAA
515
United Services Automobile Association
Texas
$249K -$9.76M -87,593 -97%
TNB
516
Thomasville National Bank
Georgia
$249K -$74.7K -670 -23%
FC
517
Fayerweather Charles
$248K -$89.2K -800 -26%
Fuller & Thaler Asset Management
518
Fuller & Thaler Asset Management
California
$248K
MSS
519
Mitchell Sinkler & Starr
Pennsylvania
$247K -$41.8K -375 -14%
RWA
520
Ropes Wealth Advisors
Massachusetts
$245K +$33.3K +299 +16%
IA
521
IFP Advisors
Florida
$242K +$249K +2,237 New
GC
522
Gratus Capital
Georgia
$241K
IHL
523
Investment House LLC
California
$239K -$5.57K -50 -2%
CTA
524
Colonial Trust Advisors
South Carolina
$237K -$1.78K -16 -0.7%
ST
525
Smithfield Trust
Pennsylvania
$236K

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.