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J.M. Smucker

831 hedge funds and large institutions have $12B invested in J.M. Smucker in 2021 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 301 increasing their positions, 276 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 69

41% more call options, than puts

Call options by funds: $86.7M | Put options by funds: $61.6M

10% more capital invested

Capital invested by funds: $10.8B → $12B (+$1.12B)

4.75% more ownership

Funds ownership: 82.85%87.6% (+4.8%)

4% more funds holding

Funds holding: 801831 (+30)

9% more repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 276

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
831
Holders Change
+30
Holders Change %
+3.75%
% of All Funds
14.59%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
103
Increased
301
Reduced
276
Closed
69
Calls
$86.7M
Puts
$61.6M
Net Calls
+$25.1M
Net Calls Change
+$47.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SFO
551
Stokes Family Office
Louisiana
$302K +$16.9K +143 +6%
SP
552
Symmetry Partners
Connecticut
$301K
MGIA
553
Moneta Group Investment Advisors
Missouri
$300K +$33.8K +286 +14%
ONB
554
Old National Bancorp
Indiana
$299K +$59.3K +502 +27%
CTA
555
Colonial Trust Advisors
South Carolina
$297K
MIP
556
Marietta Investment Partners
Wisconsin
$297K
LDB
557
Lee, Danner & Bass
Tennessee
$297K +$277K +2,345 New
LWCFA
558
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$296K +$1.77K +15 +0.6%
SAM
559
Strategy Asset Managers
California
$292K +$12.5K +106 +5%
QCM
560
Quantinno Capital Management
New York
$291K -$344K -2,913 -56%
MLL
561
Moody Lynn & Lieberson
Massachusetts
$290K
OC
562
Oppenheimer & Co
New York
$289K -$22.7K -192 -8%
WCM
563
Weld Capital Management
New York
$286K +$44.9K +380 +20%
TCM
564
Telos Capital Management
California
$284K
YIH
565
Y-Intercept (HK)
Hong Kong
$283K +$260K +2,199 New
FAM
566
Formidable Asset Management
Ohio
$282K -$1.18K -10 -0.5%
WANY
567
Wealthspire Advisors (New York)
New York
$279K +$14.2K +120 +6%
FNT
568
First National Trust
Pennsylvania
$273K +$1.53K +13 +0.6%
DBIA
569
Dumont & Blake Investment Advisors
New Jersey
$270K +$4.84K +41 +2%
GC
570
Gratus Capital
Georgia
$268K -$28.9K -245 -10%
SA
571
SL Advisors
New Jersey
$266K -$62.4K -529 -20%
LNWWM
572
Laird Norton Wetherby Wealth Management
California
$263K +$3.66K +31 +2%
S
573
SignatureFD
Georgia
$262K -$48.4K -410 -17%
MWM
574
Meridian Wealth Management
Kentucky
$262K
HH
575
Hilltop Holdings
Texas
$261K +$118 +1 +0%