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J.M. Smucker
SJM

Overview Fund Activity

797 hedge funds and large institutions have $10.8B invested in J.M. Smucker in 2020 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 286 increasing their positions, 265 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
797
Holders Change
+21
Holders Change %
+2.71%
% of All Funds
14.14%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
103
Increased
286
Reduced
265
Closed
69
Calls
$34.9M
Puts
$57.7M
Net Calls
-$22.9M
Net Calls Change
-$33.6M

Top Buyers

1
CIP
Champlain Investment Partners
Vermont
$250M
2
APG Asset Management
APG Asset Management
Netherlands
$55M
3
GLA
Great Lakes Advisors
Illinois
$20.5M
4
Wells Fargo
Wells Fargo
California
$248M
5
American Century Companies
American Century Companies
Missouri
$211M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
$0
2
Citadel Advisors
Citadel Advisors
Florida
$3.77M
3
State Street
State Street
Massachusetts
$845M
4
LSV Asset Management
LSV Asset Management
Illinois
$441M
5
Renaissance Technologies
Renaissance Technologies
New York
$148M
Name Holding Trade Value Shares
Change 		Shares
Change %
MLL
551
Moody Lynn & Lieberson
Massachusetts
$265K +$231 +2 +0.1%
SFO
552
Stokes Family Office
Louisiana
$260K +$11.5K +99 +5%
TCM
553
Telos Capital Management
California
$259K -$24.9K -216 -9%
FAM
554
Formidable Asset Management
Ohio
$257K -$142K -1,225 -36%
SAM
555
Strategy Asset Managers
California
$255K +$6.83K +59 +3%
WCA
556
Westover Capital Advisors
Delaware
$253K – – –
FNT
557
First National Trust
Pennsylvania
$248K – – –
CFB
558
Cullen/Frost Bankers
Texas
$246K +$168K +1,453 +215%
BC
559
Burney Company
Virginia
$241K +$6.93K +60 +3%
DBIA
560
Dumont & Blake Investment Advisors
New Jersey
$241K +$7.85K +68 +3%
WANY
561
Wealthspire Advisors (New York)
New York
$241K +$241K +2,085 New
MGIA
562
Moneta Group Investment Advisors
Missouri
$241K +$241K +2,085 New
MWM
563
Meridian Wealth Management
Kentucky
$239K +$239K +2,070 New
HH
564
Hilltop Holdings
Texas
$238K +$23.1K +200 +11%
LNWWM
565
Laird Norton Wetherby Wealth Management
California
$237K -$10.2K -88 -4%
PIM
566
Penobscot Investment Management
Massachusetts
$236K – – –
Fisher Asset Management
567
Fisher Asset Management
Washington
$235K +$235K +2,031 New
LCP
568
Legacy Capital Partners
Wisconsin
$233K -$263K -2,275 -53%
CAG
569
Curtis Advisory Group
California
$231K -$116K -1,000 -33%
NFC
570
Northeast Financial Consultants
Connecticut
$231K – – –
RPC
571
Rossmore Private Capital
Connecticut
$229K – – –
EH
572
Employers Holdings
Nevada
$228K – – –
MWM
573
Mission Wealth Management
California
$226K +$231 +2 +0.1%
DIA
574
Dana Investment Advisors
Wisconsin
$223K -$5.77K -50 -3%
CC
575
Courier Capital
New York
$218K – – –
21 22
23
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