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J.M. Smucker
SJM

Overview Fund Activity

766 hedge funds and large institutions have $9.53B invested in J.M. Smucker in 2019 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 239 increasing their positions, 281 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
766
Holders Change
+26
Holders Change %
+3.51%
% of All Funds
15.13%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
111
Increased
239
Reduced
281
Closed
76
Calls
$42.9M
Puts
$61.7M
Net Calls
-$18.8M
Net Calls Change
-$26M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$117M
2
Stifel Financial
Stifel Financial
Missouri
$157M
3
State Street
State Street
Massachusetts
$860M
4
AQR Capital Management
AQR Capital Management
Connecticut
$75.1M
5
CIP
Champlain Investment Partners
Vermont
$196M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$294M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$57M
3
Bank of America
Bank of America
North Carolina
$77.9M
4
UIM
USS Investment Management
United Kingdom
$0
5
Fidelity International
Fidelity International
Bermuda
$1K
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
501
Avantax Advisory Services
Texas
$291K +$291K +2,812 New
WSTAM
502
Wilbanks Smith & Thomas Asset Management
Virginia
$283K – – –
SC
503
Saybrook Capital
North Carolina
$281K – – –
WI
504
Wedgewood Investors
Pennsylvania
$281K – – –
KRSITF
505
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$281K +$1.14K +11 +0.4%
AP
506
Advisor Partners
California
$281K +$25.9K +248 +10%
Arrowstreet Capital
507
Arrowstreet Capital
Massachusetts
$281K +$281K +2,700 New
DSC
508
Duncker Streett & Co
Missouri
$280K -$58.9K -566 -17%
PFS
509
Physicians Financial Services
North Carolina
$278K – – –
FNBT
510
FineMark National Bank & Trust
Florida
$277K +$83.3K +801 +43%
V
511
Veritable
Delaware
$274K -$69.5K -667 -20%
MA
512
MANA Advisors
New York
$274K +$274K +2,633 New
PCS
513
Personal CFO Solutions
New Jersey
$272K -$48.8K -474 -15%
MIP
514
Marietta Investment Partners
Wisconsin
$268K – – –
B
515
Barings
North Carolina
$267K +$66K +640 +33%
CAS
516
Cascadia Advisory Services
Oregon
$267K +$267K +2,566 New
TI
517
Truepoint Inc
Ohio
$264K -$2.18K -21 -0.8%
FCI
518
Financial Counselors Inc
Kansas
$263K -$10.7K -103 -4%
CFA
519
Carroll Financial Associates
North Carolina
$263K +$4.26K +41 +2%
CDH
520
Charles D. Hyman
$263K +$7.51K +72 +3%
AIC
521
Archer Investment Corporation
Indiana
$261K +$52.1K +501 +25%
MA
522
Mutual Advisors
Nebraska
$261K +$261K +2,506 New
Fuller & Thaler Asset Management
523
Fuller & Thaler Asset Management
California
$260K +$26K +250 +11%
Two Sigma Advisers
524
Two Sigma Advisers
New York
$260K +$260K +2,500 New
CFGS
525
Concourse Financial Group Securities
Alabama
$258K +$176K +1,692 +216%
19 20
21
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