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J.M. Smucker

755 hedge funds and large institutions have $9.91B invested in J.M. Smucker in 2020 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 258 increasing their positions, 255 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.86% more ownership

Funds ownership: 79.29%82.15% (+2.9%)

4% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 91

1% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 255

0% less funds holding

Funds holding: 757755 (-2)

1% less capital invested

Capital invested by funds: $10B → $9.91B (-$107M)

14% less call options, than puts

Call options by funds: $35.9M | Put options by funds: $41.7M

63% less funds holding in top 10

Funds holding in top 10: 83 (-5)

Holders
755
Holders Change
-2
Holders Change %
-0.26%
% of All Funds
15.48%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.06%
New
95
Increased
258
Reduced
255
Closed
91
Calls
$35.9M
Puts
$41.7M
Net Calls
-$5.78M
Net Calls Change
-$9.05M
Name Holding Trade Value Shares
Change
Change in
Stake
6M
551
6 Meridian
Kansas
$225K -$405K -3,604 -63%
DIA
552
Dana Investment Advisors
Wisconsin
$225K -$70.3K -626 -23%
QCM
553
Quantinno Capital Management
New York
$224K -$354K -3,146 -60%
GC
554
Gratus Capital
Georgia
$224K
SFO
555
Stokes Family Office
Louisiana
$223K
PAM
556
Palisade Asset Management
Minnesota
$222K
FHA
557
Flagship Harbor Advisors
Massachusetts
$219K -$64.8K -577 -22%
WAM
558
Wealthspire Advisors (Maryland)
Maryland
$219K +$6.97K +62 +3%
PIM
559
Penobscot Investment Management
Massachusetts
$218K
SIA
560
Sit Investment Associates
Minnesota
$217K +$52.8K +470 +30%
HFG
561
Heron Financial Group
New York
$216K +$231K +2,053 New
QCG
562
Quadrant Capital Group
Ohio
$214K -$73.7K -656 -24%
BEAM
563
Baker Ellis Asset Management
Washington
$214K
SAM
564
Strategy Asset Managers
California
$214K +$227K +2,021 New
NFC
565
Northeast Financial Consultants
Connecticut
$212K
WCA
566
Westover Capital Advisors
Delaware
$212K
WSCM
567
Wellington Shields Capital Management
New York
$212K +$225K +2,000 New
WSC
568
Wellington Shields & Co
New York
$212K +$225K +2,000 New
AIA
569
Affinity Investment Advisors
California
$212K +$226K +2,007 New
RPC
570
Rossmore Private Capital
Connecticut
$209K
MWM
571
Mission Wealth Management
California
$207K
FT
572
Fiduciary Trust
Massachusetts
$207K +$220K +1,954 New
LNWWM
573
Laird Norton Wetherby Wealth Management
California
$206K -$3.26K -29 -1%
BOH
574
Bank of Hawaii
Hawaii
$205K -$522K -4,643 -71%
MCM
575
MAI Capital Management
Ohio
$203K -$1.01K -9 -0.5%

SJM Hedge Fund Activity: Q2 2020 in Review

755 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2020, worth a combined $9.91B — down 1.1% from $10B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new SJM positions and 91 closed out — a net gain of 4 holders — while 258 added to existing stakes and 255 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $103M. The largest seller was Fidelity Investments, cutting an estimated $154M.

  • 755 institutional investors held J.M. Smucker (SJM) as of Q2 2020, down from 757 in Q1 2020.
  • Funds reported $9.91B of J.M. Smucker stock for Q2 2020, down 1.1% quarter-over-quarter.
  • 95 funds opened new J.M. Smucker positions in Q2 2020 and 91 closed out, a net change of +4 holders.
  • The largest J.M. Smucker buyer in Q2 2020 was Renaissance Technologies, an estimated $103M added.
  • The largest J.M. Smucker seller in Q2 2020 was Fidelity Investments, an estimated $154M sold.

Based on aggregated 13F filings for Q2 2020.