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J.M. Smucker

798 hedge funds and large institutions have $10.3B invested in J.M. Smucker in 2019 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 253 increasing their positions, 303 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more call options, than puts

Call options by funds: $76.8M | Put options by funds: $74.1M

2% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 83

0.25% less ownership

Funds ownership: 79.23%78.99% (-0.25%)

2% less capital invested

Capital invested by funds: $10.5B → $10.3B (-$165M)

1% less funds holding

Funds holding: 808798 (-10)

17% less repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 303

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
798
Holders Change
-10
Holders Change %
-1.24%
% of All Funds
17.33%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
85
Increased
253
Reduced
303
Closed
83
Calls
$76.8M
Puts
$74.1M
Net Calls
+$2.66M
Net Calls Change
-$42.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AIL
551
AGF Investments LLC
Ontario, Canada
$275K +$13.1K +107 +5%
TCM
552
Teza Capital Management
Illinois
$273K -$965K -7,904 -77%
LC
553
LCNB Corp
Ohio
$273K +$5.98K +49 +2%
KRSITF
554
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$273K +$13.4K +110 +5%
FFBTD
555
First Financial Bank - Trust Division
Ohio
$271K -$12.7K -104 -4%
MLL
556
Moody Lynn & Lieberson
Massachusetts
$265K
Fuller & Thaler Asset Management
557
Fuller & Thaler Asset Management
California
$259K
CI
558
Conning Inc
Connecticut
$256K -$31.7K -260 -10%
IHL
559
Investment House LLC
California
$256K +$6.11K +50 +2%
GC
560
Gratus Capital
Georgia
$252K
CIAS
561
Capital Investment Advisory Services
North Carolina
$252K +$51.4K +421 +23%
AP
562
Advisor Partners
California
$251K +$266K +2,175 New
CTA
563
Colonial Trust Advisors
South Carolina
$250K +$1.95K +16 +0.7%
PA
564
Profund Advisors
Maryland
$250K +$42.2K +346 +19%
APA
565
American Portfolios Advisors
New York
$248K -$382K -3,129 -59%
ST
566
Smithfield Trust
Pennsylvania
$247K -$5.01K -41 -2%
PJSIMP
567
P.J. Schmidt Investment Management (PJS)
Wisconsin
$247K -$3.05K -25 -1%
IA
568
IFG Advisory
Georgia
$246K -$26.5K -217 -9%
CRB
569
Chad R. Baker
$245K
RWM
570
Ritholtz Wealth Management
New York
$245K
Fiera Capital (Canada)
571
Fiera Capital (Canada)
Quebec, Canada
$245K +$259K +2,125 New
P
572
Pitcairn
Pennsylvania
$241K -$2.08K -17 -0.8%
BCA
573
Bray Capital Advisors
Florida
$241K
CFGS
574
Concourse Financial Group Securities
Alabama
$241K +$12K +98 +5%
CIA
575
Capital Investment Advisors
Georgia
$240K -$50.1K -410 -16%

SJM Hedge Fund Activity: Q2 2019 in Review

798 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2019, worth a combined $10.3B — down 1.6% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new SJM positions and 83 closed out — a net gain of 2 holders — while 253 added to existing stakes and 303 trimmed.

The largest buyer was Nuveen, adding an estimated $71.8M. The largest seller was Citadel Advisors, cutting an estimated $88M.

  • 798 institutional investors held J.M. Smucker (SJM) as of Q2 2019, down from 808 in Q1 2019.
  • Funds reported $10.3B of J.M. Smucker stock for Q2 2019, down 1.6% quarter-over-quarter.
  • 85 funds opened new J.M. Smucker positions in Q2 2019 and 83 closed out, a net change of +2 holders.
  • The largest J.M. Smucker buyer in Q2 2019 was Nuveen, an estimated $71.8M added.
  • The largest J.M. Smucker seller in Q2 2019 was Citadel Advisors, an estimated $88M sold.

Based on aggregated 13F filings for Q2 2019.