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J.M. Smucker

741 hedge funds and large institutions have $9.93B invested in J.M. Smucker in 2019 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 260 increasing their positions, 277 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $68.6M | Put options by funds: $61.4M

0.23% more ownership

Funds ownership: 78.99%79.22% (+0.23%)

4% less capital invested

Capital invested by funds: $10.3B → $9.93B (-$396M)

6% less repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 277

7% less funds holding

Funds holding: 798741 (-57)

54% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 102

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
741
Holders Change
-57
Holders Change %
-7.14%
% of All Funds
16.25%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
47
Increased
260
Reduced
277
Closed
102
Calls
$68.6M
Puts
$61.4M
Net Calls
+$7.23M
Net Calls Change
+$4.57M
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
526
Ritholtz Wealth Management
New York
$235K +$1.11K +10 +0.5%
CI
527
Conning Inc
Connecticut
$234K -$11K -99 -4%
CRB
528
Chad R. Baker
$234K
NA
529
NewEdge Advisors
Louisiana
$231K +$236K +2,117 New
LMAM
530
Legg Mason Asset Management
Japan
$230K +$47.9K +430 +26%
ACA
531
Atlas Capital Advisors
Wyoming
$227K -$103K -925 -31%
TCM
532
Twin Capital Management
Pennsylvania
$226K -$820K -7,360 -78%
IA
533
IFG Advisory
Georgia
$226K -$9.14K -82 -4%
RPC
534
Rossmore Private Capital
Connecticut
$226K
SIA
535
Sit Investment Associates
Minnesota
$226K
PA
536
Profund Advisors
Maryland
$224K -$15.5K -139 -6%
ECM
537
Evergreen Capital Management
Washington
$222K
PTC
538
Private Trust Company
Ohio
$222K +$17.5K +157 +8%
AIC
539
Archer Investment Corporation
Indiana
$221K
BS
540
Boenning & Scattergood
Pennsylvania
$221K
NFC
541
Northeast Financial Consultants
Connecticut
$221K
WCA
542
Westover Capital Advisors
Delaware
$220K
CIAS
543
Capital Investment Advisory Services
North Carolina
$218K -$29.9K -268 -12%
MWP
544
Moller Wealth Partners
$218K +$22.3K +200 +11%
PJSIMP
545
P.J. Schmidt Investment Management (PJS)
Wisconsin
$217K -$19.1K -171 -8%
DIM
546
Delta Investment Management
California
$217K -$7.02K -63 -3%
MWM
547
Mission Wealth Management
California
$216K -$11.1K -100 -5%
CCB
548
Cutter & Co Brokerage
Missouri
$216K +$3.79K +34 +2%
PWM
549
Perigon Wealth Management
California
$215K
HH
550
Hilltop Holdings
Texas
$215K +$217K +1,950 New

SJM Hedge Fund Activity: Q3 2019 in Review

741 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q3 2019, worth a combined $9.93B — down 3.8% from $10.3B a quarter earlier.

Sellers outnumbered buyers: 102 funds closed out of SJM and 47 opened new positions — a net loss of 55 holders — while 277 trimmed existing stakes and 260 added.

The largest buyer was Fidelity Investments, adding an estimated $68.1M. The largest seller was Millennium Management, cutting an estimated $66.1M.

  • 741 institutional investors held J.M. Smucker (SJM) as of Q3 2019, down from 798 in Q2 2019.
  • Funds reported $9.93B of J.M. Smucker stock for Q3 2019, down 3.8% quarter-over-quarter.
  • 47 funds opened new J.M. Smucker positions in Q3 2019 and 102 closed out, a net change of -55 holders.
  • The largest J.M. Smucker buyer in Q3 2019 was Fidelity Investments, an estimated $68.1M added.
  • The largest J.M. Smucker seller in Q3 2019 was Millennium Management, an estimated $66.1M sold.

Based on aggregated 13F filings for Q3 2019.