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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
GC
526
Globeflex Capital
California
$262K +$278K +2,473 New
CDH
527
Charles D. Hyman
$259K
DIM
528
DC Investments Management
Virginia
$258K +$274K +2,436 New
PT
529
Plimoth Trust
Massachusetts
$255K -$596K -5,302 -69%
OC
530
Oppenheimer & Co
New York
$253K -$25.6K -228 -9%
CIM
531
CIM Investment Management
Pennsylvania
$252K +$268K +2,386 New
MIP
532
Marietta Investment Partners
Wisconsin
$251K -$23K -205 -8%
PAMP
533
Polar Asset Management Partners
Ontario, Canada
$250K +$266K +2,363 New
LWCFA
534
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$247K -$22.5K -200 -8%
PWM
535
Perigon Wealth Management
California
$247K +$15.8K +141 +6%
UB
536
UMB Bank
Missouri
$246K -$1.12K -10 -0.4%
Voloridge Investment Management
537
Voloridge Investment Management
Florida
$246K +$261K +2,322 New
FFBTD
538
First Financial Bank - Trust Division
Ohio
$243K -$2.47K -22 -0.9%
MLL
539
Moody Lynn & Lieberson
Massachusetts
$242K
JT
540
Jump Trading
Illinois
$240K +$254K +2,264 New
MSS
541
Mitchell Sinkler & Starr
Pennsylvania
$238K
AIM
542
Alambic Investment Management
California
$238K +$253K +2,250 New
AAM
543
AMI Asset Management
California
$238K +$253K +2,251 New
AAS
544
Avantax Advisory Services
Texas
$237K -$110K -977 -30%
CT
545
Coastline Trust
Rhode Island
$236K +$19.7K +175 +9%
FAM
546
Formidable Asset Management
Ohio
$231K -$139K -1,239 -36%
AAM
547
Advisors Asset Management
Colorado
$230K +$196K +1,744 +405%
SA
548
SL Advisors
New Jersey
$228K -$17.3K -154 -7%
B
549
Barings
North Carolina
$227K
FNT
550
First National Trust
Pennsylvania
$227K

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.