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J.M. Smucker

755 hedge funds and large institutions have $9.91B invested in J.M. Smucker in 2020 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 258 increasing their positions, 255 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.86% more ownership

Funds ownership: 79.29%82.15% (+2.9%)

4% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 91

1% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 255

0% less funds holding

Funds holding: 757755 (-2)

1% less capital invested

Capital invested by funds: $10B → $9.91B (-$107M)

14% less call options, than puts

Call options by funds: $35.9M | Put options by funds: $41.7M

63% less funds holding in top 10

Funds holding in top 10: 83 (-5)

Holders
755
Holders Change
-2
Holders Change %
-0.26%
% of All Funds
15.48%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.06%
New
95
Increased
258
Reduced
255
Closed
91
Calls
$35.9M
Puts
$41.7M
Net Calls
-$5.78M
Net Calls Change
-$9.05M
Name Holding Trade Value Shares
Change
Change in
Stake
RFC
501
Regions Financial Corp
Alabama
$319K -$19.9K -177 -6%
KCM
502
Kanawha Capital Management
Virginia
$317K
AWM
503
Alterna Wealth Management
Texas
$316K +$335K +2,983 New
EI
504
Ethic Inc
New York
$313K +$88K +783 +36%
OTPPB
505
Ontario Teachers' Pension Plan Board
Ontario, Canada
$309K -$199K -1,773 -38%
PA
506
Parallel Advisors
California
$308K +$92.8K +826 +40%
EOJOAM
507
E. Ohman J:or Asset Management
Sweden
$307K
SRC
508
Shufro Rose & Co
New York
$304K
NBG
509
Nancy B. Gardiner
$301K
KRSITF
510
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$297K -$73.3K -652 -19%
RMDI
511
R.M. Davis Inc
Maine
$293K -$14K -125 -4%
BCM
512
Becker Capital Management
Oregon
$292K -$2.87M -25,555 -90%
HCM
513
Hodges Capital Management
Texas
$291K +$309K +2,752 New
PFS
514
Physicians Financial Services
North Carolina
$287K -$5.62K -50 -2%
WI
515
Wedgewood Investors
Pennsylvania
$286K
FI
516
FormulaFolio Investments
Michigan
$285K -$6.97K -62 -2%
SG Americas Securities
517
SG Americas Securities
New York
$282K -$2.44M -21,705 -89%
CTA
518
Colonial Trust Advisors
South Carolina
$280K +$56.2K +500 +23%
ETC
519
Exchange Traded Concepts
Oklahoma
$280K +$293K +2,606 +7,239%
SC
520
Saybrook Capital
North Carolina
$275K -$11.2K -100 -4%
MAFM
521
Mid Atlantic Financial Management
Pennsylvania
$274K -$337 -3 -0.1%
IRF
522
IBM Retirement Fund
New York
$273K -$2.36K -21 -0.8%
CIA
523
CSat Investment Advisory
Michigan
$267K -$241K -2,142 -46%
CFA
524
Carroll Financial Associates
North Carolina
$266K -$112 -1 -0%
TCM
525
Telos Capital Management
California
$265K +$2.7K +24 +1%

SJM Hedge Fund Activity: Q2 2020 in Review

755 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2020, worth a combined $9.91B — down 1.1% from $10B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new SJM positions and 91 closed out — a net gain of 4 holders — while 258 added to existing stakes and 255 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $103M. The largest seller was Fidelity Investments, cutting an estimated $154M.

  • 755 institutional investors held J.M. Smucker (SJM) as of Q2 2020, down from 757 in Q1 2020.
  • Funds reported $9.91B of J.M. Smucker stock for Q2 2020, down 1.1% quarter-over-quarter.
  • 95 funds opened new J.M. Smucker positions in Q2 2020 and 91 closed out, a net change of +4 holders.
  • The largest J.M. Smucker buyer in Q2 2020 was Renaissance Technologies, an estimated $103M added.
  • The largest J.M. Smucker seller in Q2 2020 was Fidelity Investments, an estimated $154M sold.

Based on aggregated 13F filings for Q2 2020.