We are live on ! Find out more
SJM icon

J.M. Smucker

842 hedge funds and large institutions have $12.1B invested in J.M. Smucker in 2021 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 301 increasing their positions, 282 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 62

11% more call options, than puts

Call options by funds: $45.1M | Put options by funds: $40.7M

1% more funds holding

Funds holding: 831842 (+11)

7% more repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 282

1% more capital invested

Capital invested by funds: $12B → $12.1B (+$172M)

0.05% more ownership

Funds ownership: 87.6%87.64% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
842
Holders Change
+11
Holders Change %
+1.32%
% of All Funds
14.66%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
81
Increased
301
Reduced
282
Closed
62
Calls
$45.1M
Puts
$40.7M
Net Calls
+$4.37M
Net Calls Change
-$20.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CHJWM
526
Carlton Hofferkamp & Jenks Wealth Management
Texas
$391K -$13.3K -100 -3%
IRF
527
IBM Retirement Fund
New York
$390K -$111K -836 -22%
AAM
528
Autus Asset Management
Arizona
$389K
KCM
529
Kanawha Capital Management
Virginia
$389K
SRC
530
Shufro Rose & Co
New York
$373K
RWA
531
Ropes Wealth Advisors
Massachusetts
$373K +$15.3K +115 +4%
SS
532
Simplicity Solutions
Minnesota
$371K +$48.7K +367 +15%
CC
533
Centiva Capital
New York
$371K +$380K +2,865 New
KRSITF
534
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$370K -$8.9K -67 -2%
BFS
535
Bradley Foster & Sargent
Connecticut
$369K +$133 +1 +0%
WFI
536
West Family Investments
California
$369K +$378K +2,849 New
Nomura Holdings
537
Nomura Holdings
Japan
$368K +$377K +2,837 New
VBCG
538
Valley Brook Capital Group
Pennsylvania
$367K
B
539
BP
United Kingdom
$363K -$182K -1,374 -33%
WG
540
Welch Group
Alabama
$362K +$20.5K +154 +6%
FC
541
FORA Capital
Florida
$360K +$212K +1,595 +135%
RMDI
542
R.M. Davis Inc
Maine
$359K
FCI
543
Financial Counselors Inc
Kansas
$355K -$5.05K -38 -1%
CA
544
Clearstead Advisors
Ohio
$353K +$1.33K +10 +0.4%
CT
545
Coastline Trust
Rhode Island
$351K -$7.97K -60 -2%
FF
546
FourThought Financial
Florida
$349K +$2.39K +18 +0.7%
MAFM
547
Mid Atlantic Financial Management
Pennsylvania
$348K +$34.5K +260 +11%
WCM
548
Weld Capital Management
New York
$348K +$56.2K +423 +19%
PCAP
549
Pratt Collard Advisory Partners
New York
$343K +$79.7K +600 +29%
V
550
Veritable
Delaware
$341K +$3.32K +25 +1%

SJM Hedge Fund Activity: Q2 2021 in Review

842 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2021, worth a combined $12.1B — up 1.4% from $12B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new SJM positions and 62 closed out — a net gain of 19 holders — while 301 added to existing stakes and 282 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $70M. The largest seller was American Century Companies, cutting an estimated $86.4M.

  • 842 institutional investors held J.M. Smucker (SJM) as of Q2 2021, up from 831 in Q1 2021.
  • Funds reported $12.1B of J.M. Smucker stock for Q2 2021, up 1.4% quarter-over-quarter.
  • 81 funds opened new J.M. Smucker positions in Q2 2021 and 62 closed out, a net change of +19 holders.
  • The largest J.M. Smucker buyer in Q2 2021 was Morgan Stanley, an estimated $70M added.
  • The largest J.M. Smucker seller in Q2 2021 was American Century Companies, an estimated $86.4M sold.

Based on aggregated 13F filings for Q2 2021.