SJM icon

J.M. Smucker
SJM

Overview Fund Activity

799 hedge funds and large institutions have $11B invested in J.M. Smucker in 2017 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 231 increasing their positions, 291 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
799
Holders Change
+62
Holders Change %
+8.41%
% of All Funds
18.15%
Holding in Top 10
15
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+150%
% of All Funds
0.34%
New
134
Increased
231
Reduced
291
Closed
66
Calls
$105M
Puts
$76.2M
Net Calls
+$28.4M
Net Calls Change
+$24M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$189M
2
LSV Asset Management
LSV Asset Management
Illinois
+$80M
3
NI
Numeric Investors
Massachusetts
+$61.3M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$59.1M
5
WCM
Wedge Capital Management
North Carolina
+$45.2M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$146M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$79M
3
Bank of America
Bank of America
North Carolina
-$42.6M
4
Credit Agricole
Credit Agricole
France
-$32.8M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$30.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
551
Parsons Capital Management
Rhode Island
$301K +$301K +2,425 New
BEAM
552
Baker Ellis Asset Management
Washington
$297K -$12.4K -100 -4%
FNBT
553
FineMark National Bank & Trust
Florida
$295K – – –
FPCG
554
Fort Pitt Capital Group
Pennsylvania
$290K – – –
Balyasny Asset Management
555
Balyasny Asset Management
Illinois
$290K +$290K +2,333 New
IHL
556
Investment House LLC
California
$288K -$46.7K -375 -14%
PAG
557
Private Advisor Group
New Jersey
$288K -$47.2K -373 -14%
PJSIMP
558
P.J. Schmidt Investment Management (PJS)
Wisconsin
$288K – – –
BC
559
Brinker Capital
Pennsylvania
$278K -$119K -955 -30%
Los Angeles Capital Management
560
Los Angeles Capital Management
California
$277K +$277K +2,232 New
IC
561
InterOcean Capital
Illinois
$275K +$275K +2,213 New
SC
562
Saybrook Capital
North Carolina
$274K – – –
IIM
563
Intact Investment Management
Quebec, Canada
$273K -$248K -2,000 -48%
Capstone Investment Advisors
564
Capstone Investment Advisors
New York
$273K +$273K +2,200 New
MWM
565
Mission Wealth Management
California
$270K +$270K +2,174 New
BFM
566
Boston Financial Management
Massachusetts
$266K -$104K -837 -28%
NA
567
NewEdge Advisors
Louisiana
$266K -$47.1K -372 -15%
WJA
568
Williams Jones & Associates
New York
$266K +$12.4K +100 +5%
RWM
569
Ritholtz Wealth Management
New York
$265K +$265K +2,136 New
RHAM
570
Round Hill Asset Management
California
$258K +$258K +2,075 New
DT
571
Diversified Trust
Tennessee
$257K – – –
ECM
572
Everence Capital Management
Indiana
$252K – – –
BCA
573
Bray Capital Advisors
Florida
$252K – – –
BOS
574
Bank of Stockton
California
$251K -$148K -1,190 -37%
DAM
575
Delta Asset Management
Tennessee
$250K – – –
21 22
23
24 25