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J.M. Smucker

810 hedge funds and large institutions have $10.3B invested in J.M. Smucker in 2018 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 292 increasing their positions, 268 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.72% more ownership

Funds ownership: 80.53%84.25% (+3.7%)

9% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 85

9% more repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 268

0% more funds holding

Funds holding: 809810 (+1)

9% less capital invested

Capital invested by funds: $11.3B → $10.3B (-$1.05B)

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

47% less call options, than puts

Call options by funds: $111M | Put options by funds: $211M

Holders
810
Holders Change
+1
Holders Change %
+0.12%
% of All Funds
18.54%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.18%
New
93
Increased
292
Reduced
268
Closed
85
Calls
$111M
Puts
$211M
Net Calls
-$99.5M
Net Calls Change
-$125M
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
551
Sowell Financial Services
Arkansas
$286K -$170K -1,510 -37%
MC
552
Menta Capital
California
$285K +$297K +2,649 New
AP
553
Advisor Partners
California
$283K -$55.2K -492 -16%
OMCS
554
Old Mutual Customised Solutions
South Africa
$282K
NED
555
Nancy E. Dempze
$280K
ST
556
Smithfield Trust
Pennsylvania
$279K -$193K -1,715 -40%
FFBTD
557
First Financial Bank - Trust Division
Ohio
$277K -$19.9K -177 -6%
AWA
558
Arete Wealth Advisors
Illinois
$269K
KCM
559
Kanawha Capital Management
Virginia
$269K
CC
560
Cognios Capital
Kansas
$268K -$839K -7,468 -75%
CBNLCF
561
Cognios Beta Neutral Large Cap Fund
Kansas
$268K +$280K +2,495 New
NB
562
NBT Bank
New York
$267K
DRD
563
Dennis R. Delaney
$266K -$22.5K -200 -7%
DC
564
Diametric Capital
Massachusetts
$266K +$278K +2,472 New
FNBT
565
FineMark National Bank & Trust
Florida
$263K +$8.42K +75 +3%
BTW
566
Boston Trust Walden
Massachusetts
$259K
AIMCA
567
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$258K +$269K +2,400 New
JFA
568
Johanson Financial Advisors
California
$257K +$32.8K +292 +14%
FNT
569
First National Trust
Pennsylvania
$256K -$73.8K -657 -22%
TU
570
TDAM USA
Ontario, Canada
$255K -$130K -1,156 -33%
MAM
571
Meeder Asset Management
Ohio
$255K +$228K +2,028 +593%
IHL
572
Investment House LLC
California
$254K
CAN
573
Cetera Advisor Networks
California
$253K -$22K -196 -8%
FCMC
574
Founders Capital Management (Connecticut)
Connecticut
$253K +$265K +2,356 New
PJSIMP
575
P.J. Schmidt Investment Management (PJS)
Wisconsin
$243K -$3.14K -28 -1%

SJM Hedge Fund Activity: Q2 2018 in Review

810 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2018, worth a combined $10.3B — down 9.3% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new SJM positions and 85 closed out — a net gain of 8 holders — while 292 added to existing stakes and 268 trimmed.

The largest buyer was Vanguard Group, adding an estimated $105M. The largest seller was PNC Financial Services Group, cutting an estimated $78.5M.

  • 810 institutional investors held J.M. Smucker (SJM) as of Q2 2018, up from 809 in Q1 2018.
  • Funds reported $10.3B of J.M. Smucker stock for Q2 2018, down 9.3% quarter-over-quarter.
  • 93 funds opened new J.M. Smucker positions in Q2 2018 and 85 closed out, a net change of +8 holders.
  • The largest J.M. Smucker buyer in Q2 2018 was Vanguard Group, an estimated $105M added.
  • The largest J.M. Smucker seller in Q2 2018 was PNC Financial Services Group, an estimated $78.5M sold.

Based on aggregated 13F filings for Q2 2018.