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J.M. Smucker

798 hedge funds and large institutions have $10.3B invested in J.M. Smucker in 2019 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 253 increasing their positions, 303 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more call options, than puts

Call options by funds: $76.8M | Put options by funds: $74.1M

2% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 83

0.25% less ownership

Funds ownership: 79.23%78.99% (-0.25%)

2% less capital invested

Capital invested by funds: $10.5B → $10.3B (-$165M)

1% less funds holding

Funds holding: 808798 (-10)

17% less repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 303

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
798
Holders Change
-10
Holders Change %
-1.24%
% of All Funds
17.33%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
85
Increased
253
Reduced
303
Closed
83
Calls
$76.8M
Puts
$74.1M
Net Calls
+$2.66M
Net Calls Change
-$42.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
526
Prospera Financial Services
Texas
$333K +$353K +2,889 New
NBG
527
Nancy B. Gardiner
$328K -$30.5K -250 -8%
BI
528
Bredin Investment
Delaware
$328K
LP
529
LMR Partners
United Kingdom
$316K -$272K -2,230 -45%
LWCFA
530
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$316K -$9.65K -79 -3%
SC
531
Saybrook Capital
North Carolina
$311K
WI
532
Wedgewood Investors
Pennsylvania
$311K
CIA
533
CSat Investment Advisory
Michigan
$310K +$49.9K +409 +18%
PFS
534
Physicians Financial Services
North Carolina
$307K +$6.11K +50 +2%
AMCA
535
Arthur M. Cohen & Associates
Illinois
$305K
CIM
536
Contravisory Investment Management
Massachusetts
$305K +$324K +2,651 New
FCI
537
Financial Counselors Inc
Kansas
$302K
MSS
538
Mitchell Sinkler & Starr
Pennsylvania
$302K
TI
539
Truepoint Inc
Ohio
$300K +$10.1K +83 +3%
TSS
540
Two Sigma Securities
New York
$299K +$51.4K +421 +19%
MIP
541
Marietta Investment Partners
Wisconsin
$297K
Nomura Holdings
542
Nomura Holdings
Japan
$296K +$310K +2,536 New
KCM
543
Kanawha Capital Management
Virginia
$290K +$2.2K +18 +0.7%
WBC
544
West Branch Capital
Massachusetts
$288K +$306K +2,503 New
HTC
545
Haverford Trust Company
Pennsylvania
$285K -$23.8K -195 -7%
CFA
546
Carroll Financial Associates
North Carolina
$284K +$5.86K +48 +2%
CDH
547
Charles D. Hyman
$282K
BTW
548
Boston Trust Walden
Massachusetts
$280K +$2.81K +23 +1%
ATPW
549
Ashton Thomas Private Wealth
Arizona
$278K +$295K +2,414 New
PAM
550
Palisade Asset Management
Minnesota
$276K

SJM Hedge Fund Activity: Q2 2019 in Review

798 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2019, worth a combined $10.3B — down 1.6% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new SJM positions and 83 closed out — a net gain of 2 holders — while 253 added to existing stakes and 303 trimmed.

The largest buyer was Nuveen, adding an estimated $71.8M. The largest seller was Citadel Advisors, cutting an estimated $88M.

  • 798 institutional investors held J.M. Smucker (SJM) as of Q2 2019, down from 808 in Q1 2019.
  • Funds reported $10.3B of J.M. Smucker stock for Q2 2019, down 1.6% quarter-over-quarter.
  • 85 funds opened new J.M. Smucker positions in Q2 2019 and 83 closed out, a net change of +2 holders.
  • The largest J.M. Smucker buyer in Q2 2019 was Nuveen, an estimated $71.8M added.
  • The largest J.M. Smucker seller in Q2 2019 was Citadel Advisors, an estimated $88M sold.

Based on aggregated 13F filings for Q2 2019.