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J.M. Smucker

810 hedge funds and large institutions have $10.3B invested in J.M. Smucker in 2018 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 292 increasing their positions, 268 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.72% more ownership

Funds ownership: 80.53%84.25% (+3.7%)

9% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 85

9% more repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 268

0% more funds holding

Funds holding: 809810 (+1)

9% less capital invested

Capital invested by funds: $11.3B → $10.3B (-$1.05B)

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

47% less call options, than puts

Call options by funds: $111M | Put options by funds: $211M

Holders
810
Holders Change
+1
Holders Change %
+0.12%
% of All Funds
18.54%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.18%
New
93
Increased
292
Reduced
268
Closed
85
Calls
$111M
Puts
$211M
Net Calls
-$99.5M
Net Calls Change
-$125M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
526
ARS Wealth Advisors
Florida
$330K
CT
527
Coastline Trust
Rhode Island
$318K
IA
528
IFG Advisory
Georgia
$317K +$2.58K +23 +0.8%
BCP
529
Blackhawk Capital Partners
Wisconsin
$315K +$330K +2,935 New
WSTAM
530
Wilbanks Smith & Thomas Asset Management
Virginia
$314K
Mackenzie Financial
531
Mackenzie Financial
Ontario, Canada
$314K +$89.2K +794 +37%
CC
532
ClearArc Capital
Ohio
$312K -$3.26K -29 -1%
SGA
533
Strategic Global Advisors
California
$311K
BI
534
Bredin Investment
Delaware
$309K
ONB
535
Old National Bancorp
Indiana
$307K -$23K -205 -7%
TI
536
Truepoint Inc
Ohio
$307K +$279K +2,485 +675%
MGIA
537
Moneta Group Investment Advisors
Missouri
$306K +$106K +943 +49%
MIS
538
Morningstar Investment Services
Illinois
$304K +$318K +2,828 New
MSS
539
Mitchell Sinkler & Starr
Pennsylvania
$303K +$66.3K +590 +26%
MIP
540
Marietta Investment Partners
Wisconsin
$302K -$32.1K -286 -9%
FCFC
541
First Commonwealth Financial Corp
Pennsylvania
$301K -$28.2K -251 -8%
SS
542
Simplicity Solutions
Minnesota
$301K -$10.2K -91 -3%
RGC
543
Roberts, Glore & Co
Illinois
$301K +$5.61K +50 +2%
GC
544
Gratus Capital
Georgia
$300K -$18.5K -165 -6%
LWCFA
545
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$299K -$13.7K -122 -4%
CI
546
Conning Inc
Connecticut
$298K -$8.98K -80 -3%
CDH
547
Charles D. Hyman
$296K -$22.5K -200 -7%
NFG
548
Nations Financial Group
Iowa
$296K -$5.61K -50 -2%
SC
549
Saybrook Capital
North Carolina
$291K
WI
550
Wedgewood Investors
Pennsylvania
$290K

SJM Hedge Fund Activity: Q2 2018 in Review

810 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2018, worth a combined $10.3B — down 9.3% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new SJM positions and 85 closed out — a net gain of 8 holders — while 292 added to existing stakes and 268 trimmed.

The largest buyer was Vanguard Group, adding an estimated $105M. The largest seller was PNC Financial Services Group, cutting an estimated $78.5M.

  • 810 institutional investors held J.M. Smucker (SJM) as of Q2 2018, up from 809 in Q1 2018.
  • Funds reported $10.3B of J.M. Smucker stock for Q2 2018, down 9.3% quarter-over-quarter.
  • 93 funds opened new J.M. Smucker positions in Q2 2018 and 85 closed out, a net change of +8 holders.
  • The largest J.M. Smucker buyer in Q2 2018 was Vanguard Group, an estimated $105M added.
  • The largest J.M. Smucker seller in Q2 2018 was PNC Financial Services Group, an estimated $78.5M sold.

Based on aggregated 13F filings for Q2 2018.