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J.M. Smucker

741 hedge funds and large institutions have $9.93B invested in J.M. Smucker in 2019 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 260 increasing their positions, 277 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $68.6M | Put options by funds: $61.4M

0.23% more ownership

Funds ownership: 78.99%79.22% (+0.23%)

4% less capital invested

Capital invested by funds: $10.3B → $9.93B (-$396M)

6% less repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 277

7% less funds holding

Funds holding: 798741 (-57)

54% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 102

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
741
Holders Change
-57
Holders Change %
-7.14%
% of All Funds
16.25%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
47
Increased
260
Reduced
277
Closed
102
Calls
$68.6M
Puts
$61.4M
Net Calls
+$7.23M
Net Calls Change
+$4.57M
Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
551
Smith Salley Wealth Management
North Carolina
$214K -$1.23K -11 -0.6%
B
552
Barings
North Carolina
$214K
AWCI
553
Alpine Woods Capital Investors
New York
$211K +$213K +1,915 New
IA
554
Icon Advisers
Colorado
$209K -$167K -1,500 -44%
TU
555
TDAM USA
Ontario, Canada
$209K
CA
556
Claro Advisors
Massachusetts
$209K +$8.03K +72 +4%
FNBT
557
FineMark National Bank & Trust
Florida
$205K -$116K -1,037 -36%
WAM
558
Wealthspire Advisors (Maryland)
Maryland
$203K -$12.8K -115 -6%
CC
559
Courier Capital
New York
$201K -$557 -5 -0.3%
ATC
560
Adirondack Trust Company
New York
$199K
RIM
561
Rampart Investment Management
Connecticut
$191K -$17.1K -153 -8%
MC
562
Moors & Cabot
Massachusetts
$185K -$18.1K -162 -9%
PG
563
Pendal Group
Australia
$185K -$15K -135 -7%
TRCT
564
Tower Research Capital (TRC)
New York
$176K -$555K -4,976 -76%
MERSOM
565
Municipal Employees' Retirement System of Michigan
Michigan
$174K
Carson Wealth (CWM LLC)
566
Carson Wealth (CWM LLC)
Nebraska
$171K
LS
567
Livforsakringsbolaget Skandia
Sweden
$166K
RCA
568
Ranch Capital Advisors
Florida
$166K +$168K +1,508 New
SIM
569
Sentry Investment Management
Wisconsin
$165K -$591K -5,304 -78%
APA
570
American Portfolios Advisors
New York
$155K -$82.1K -737 -34%
HPC
571
HM Payson & Co
Maine
$154K -$30.1K -270 -16%
RIA
572
Realta Investment Advisors
Delaware
$147K -$26.9K -241 -15%
AA
573
Advisory Alpha
Michigan
$144K +$151K +1,353 New
FHA
574
Flagship Harbor Advisors
Massachusetts
$140K -$2.01K -18 -1%
FMT
575
First Mercantile Trust
Tennessee
$131K +$1.67K +15 +1%

SJM Hedge Fund Activity: Q3 2019 in Review

741 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q3 2019, worth a combined $9.93B — down 3.8% from $10.3B a quarter earlier.

Sellers outnumbered buyers: 102 funds closed out of SJM and 47 opened new positions — a net loss of 55 holders — while 277 trimmed existing stakes and 260 added.

The largest buyer was Fidelity Investments, adding an estimated $68.1M. The largest seller was Millennium Management, cutting an estimated $66.1M.

  • 741 institutional investors held J.M. Smucker (SJM) as of Q3 2019, down from 798 in Q2 2019.
  • Funds reported $9.93B of J.M. Smucker stock for Q3 2019, down 3.8% quarter-over-quarter.
  • 47 funds opened new J.M. Smucker positions in Q3 2019 and 102 closed out, a net change of -55 holders.
  • The largest J.M. Smucker buyer in Q3 2019 was Fidelity Investments, an estimated $68.1M added.
  • The largest J.M. Smucker seller in Q3 2019 was Millennium Management, an estimated $66.1M sold.

Based on aggregated 13F filings for Q3 2019.