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J.M. Smucker

842 hedge funds and large institutions have $12.1B invested in J.M. Smucker in 2021 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 301 increasing their positions, 282 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 62

11% more call options, than puts

Call options by funds: $45.1M | Put options by funds: $40.7M

1% more funds holding

Funds holding: 831842 (+11)

7% more repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 282

1% more capital invested

Capital invested by funds: $12B → $12.1B (+$172M)

0.05% more ownership

Funds ownership: 87.6%87.64% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
842
Holders Change
+11
Holders Change %
+1.32%
% of All Funds
14.66%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
81
Increased
301
Reduced
282
Closed
62
Calls
$45.1M
Puts
$40.7M
Net Calls
+$4.37M
Net Calls Change
-$20.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
501
MAI Capital Management
Ohio
$436K +$13.4K +101 +3%
BC
502
Burney Company
Virginia
$436K +$35.2K +265 +9%
ACM
503
Azimuth Capital Management
Michigan
$435K -$26.6K -200 -6%
PFO
504
Pathstone Family Office
New Jersey
$435K +$446K +3,358 New
CPIA
505
Cornell Pochily Investment Advisors
New York
$432K
WI
506
Wedgewood Investors
Pennsylvania
$430K
GT
507
Greenleaf Trust
Michigan
$430K +$29.9K +225 +7%
ISL
508
Ingalls & Snyder LLC
New York
$428K
ESCM
509
Echo Street Capital Management
New York
$428K +$439K +3,302 New
RFC
510
Regions Financial Corp
Alabama
$426K +$38.8K +292 +10%
KCM
511
Kornitzer Capital Management
Kansas
$423K -$6.64K -50 -2%
LOAMS
512
Lombard Odier Asset Management (Switzerland)
Switzerland
$422K +$433K +3,260 New
KA
513
Kintegral Advisory
New York
$418K
IWC
514
Integrated Wealth Concepts
Massachusetts
$416K +$86.7K +653 +25%
VC
515
Veracity Capital
Georgia
$413K -$653K -4,918 -61%
FAN
516
Financial Advisors Network
California
$413K +$21.8K +164 +5%
KLCM
517
KG&L Capital Management
Louisiana
$408K
PAM
518
Palisade Asset Management
Minnesota
$408K
FCA
519
FinTrust Capital Advisors
South Carolina
$406K -$1.64M -12,315 -80%
HI
520
Horizon Investments
North Carolina
$405K -$161K -1,212 -28%
VPIM
521
Vanguard Personalized Indexing Management
California
$404K -$70.4K -530 -15%
HW
522
Hancock Whitney
Mississippi
$403K +$63.1K +475 +18%
LIG
523
Lokken Investment Group
Delaware
$397K +$37.7K +284 +10%
KCM
524
Kendall Capital Management
Maryland
$395K +$2.66K +20 +0.7%
MME
525
Meag Munich Ergo
Germany
$392K +$402K +3,026 New

SJM Hedge Fund Activity: Q2 2021 in Review

842 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2021, worth a combined $12.1B — up 1.4% from $12B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new SJM positions and 62 closed out — a net gain of 19 holders — while 301 added to existing stakes and 282 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $70M. The largest seller was American Century Companies, cutting an estimated $86.4M.

  • 842 institutional investors held J.M. Smucker (SJM) as of Q2 2021, up from 831 in Q1 2021.
  • Funds reported $12.1B of J.M. Smucker stock for Q2 2021, up 1.4% quarter-over-quarter.
  • 81 funds opened new J.M. Smucker positions in Q2 2021 and 62 closed out, a net change of +19 holders.
  • The largest J.M. Smucker buyer in Q2 2021 was Morgan Stanley, an estimated $70M added.
  • The largest J.M. Smucker seller in Q2 2021 was American Century Companies, an estimated $86.4M sold.

Based on aggregated 13F filings for Q2 2021.