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J.M. Smucker

831 hedge funds and large institutions have $12B invested in J.M. Smucker in 2021 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 301 increasing their positions, 276 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 69

41% more call options, than puts

Call options by funds: $86.7M | Put options by funds: $61.6M

10% more capital invested

Capital invested by funds: $10.8B → $12B (+$1.12B)

4.75% more ownership

Funds ownership: 82.85%87.6% (+4.8%)

4% more funds holding

Funds holding: 801831 (+30)

9% more repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 276

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
831
Holders Change
+30
Holders Change %
+3.75%
% of All Funds
14.59%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
103
Increased
301
Reduced
276
Closed
69
Calls
$86.7M
Puts
$61.6M
Net Calls
+$25.1M
Net Calls Change
+$47.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
526
Bradley Foster & Sargent
Connecticut
$360K +$25.4K +215 +8%
VBCG
527
Valley Brook Capital Group
Pennsylvania
$358K -$19.7K -167 -6%
FCI
528
Financial Counselors Inc
Kansas
$352K -$5.78K -49 -2%
LIG
529
Lokken Investment Group
Delaware
$352K -$1.77K -15 -0.5%
CT
530
Coastline Trust
Rhode Island
$350K -$4.13K -35 -1%
RMDI
531
R.M. Davis Inc
Maine
$350K
CA
532
Clearstead Advisors
Ohio
$343K +$7.32K +62 +2%
QVT
533
Quantitative Value Technologies
Kansas
$342K +$320K +2,707 New
AAS
534
Avantax Advisory Services
Texas
$340K +$25.5K +216 +9%
FF
535
FourThought Financial
Florida
$338K +$16.9K +143 +6%
WG
536
Welch Group
Alabama
$334K +$312K +2,641 New
HW
537
Hancock Whitney
Mississippi
$333K
BIA
538
Barry Investment Advisors
Massachusetts
$332K +$5.08K +43 +2%
V
539
Veritable
Delaware
$330K +$236 +2 +0.1%
SC
540
Saybrook Capital
North Carolina
$329K
EM
541
Excalibur Management
Massachusetts
$326K -$38.4K -325 -11%
CFA
542
Carroll Financial Associates
North Carolina
$325K +$2.71K +23 +0.9%
AIA
543
Affinity Investment Advisors
California
$324K -$15.5K -131 -5%
IWC
544
Integrated Wealth Concepts
Massachusetts
$324K +$302K +2,561 New
FFBTD
545
First Financial Bank - Trust Division
Ohio
$316K -$12.5K -106 -4%
SS
546
Simplicity Solutions
Minnesota
$315K -$307K -2,601 -51%
FHA
547
Flagship Harbor Advisors
Massachusetts
$313K -$92.5K -784 -24%
TI
548
Truepoint Inc
Ohio
$309K -$4.96K -42 -2%
MAFM
549
Mid Atlantic Financial Management
Pennsylvania
$307K -$40K -339 -12%
IA
550
IFG Advisory
Georgia
$307K +$287K +2,434 New