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J.M. Smucker

842 hedge funds and large institutions have $12.1B invested in J.M. Smucker in 2021 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 301 increasing their positions, 282 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 62

11% more call options, than puts

Call options by funds: $45.1M | Put options by funds: $40.7M

1% more funds holding

Funds holding: 831842 (+11)

7% more repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 282

1% more capital invested

Capital invested by funds: $12B → $12.1B (+$172M)

0.05% more ownership

Funds ownership: 87.6%87.64% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
842
Holders Change
+11
Holders Change %
+1.32%
% of All Funds
14.66%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
81
Increased
301
Reduced
282
Closed
62
Calls
$45.1M
Puts
$40.7M
Net Calls
+$4.37M
Net Calls Change
-$20.7M
Name Holding Trade Value Shares
Change
Change in
Stake
QVT
551
Quantitative Value Technologies
Kansas
$339K -$12.1K -91 -3%
SC
552
Saybrook Capital
North Carolina
$337K
CFA
553
Carroll Financial Associates
North Carolina
$337K +$4.91K +37 +1%
S
554
SignatureFD
Georgia
$337K +$70.3K +529 +26%
MAM
555
MMA Asset Management
Pennsylvania
$337K +$345K +2,599 New
MIH
556
Meitav Investment House
Israel
$334K +$342K +2,578 New
EM
557
Excalibur Management
Massachusetts
$333K -$664 -5 -0.2%
FFBTD
558
First Financial Bank - Trust Division
Ohio
$325K +$2.26K +17 +0.7%
AIA
559
Affinity Investment Advisors
California
$324K -$8.1K -61 -2%
CIC
560
Cornercap Investment Counsel
Georgia
$322K -$2.89M -21,766 -90%
PCMC
561
Paragon Capital Management (Colorado)
Colorado
$322K +$330K +2,488 New
LWCFA
562
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$320K +$17.8K +134 +6%
SAM
563
Strategy Asset Managers
California
$316K +$17.3K +130 +6%
PP
564
Paloma Partners
Connecticut
$314K -$2.87M -21,624 -90%
TI
565
Truepoint Inc
Ohio
$311K -$5.05K -38 -2%
PFG
566
PAX Financial Group
Texas
$309K +$96.3K +725 +44%
SP
567
Symmetry Partners
Connecticut
$308K
FHA
568
Flagship Harbor Advisors
Massachusetts
$307K -$13.8K -104 -4%
MGIA
569
Moneta Group Investment Advisors
Missouri
$307K -$266 -2 -0.1%
BIA
570
Barry Investment Advisors
Massachusetts
$306K -$34.8K -262 -10%
BCM
571
Brookstone Capital Management
Illinois
$305K +$313K +2,354 New
CTA
572
Colonial Trust Advisors
South Carolina
$304K
LDB
573
Lee, Danner & Bass
Tennessee
$304K
MIP
574
Marietta Investment Partners
Wisconsin
$304K
IA
575
IFG Advisory
Georgia
$300K -$14.9K -112 -5%

SJM Hedge Fund Activity: Q2 2021 in Review

842 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2021, worth a combined $12.1B — up 1.4% from $12B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new SJM positions and 62 closed out — a net gain of 19 holders — while 301 added to existing stakes and 282 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $70M. The largest seller was American Century Companies, cutting an estimated $86.4M.

  • 842 institutional investors held J.M. Smucker (SJM) as of Q2 2021, up from 831 in Q1 2021.
  • Funds reported $12.1B of J.M. Smucker stock for Q2 2021, up 1.4% quarter-over-quarter.
  • 81 funds opened new J.M. Smucker positions in Q2 2021 and 62 closed out, a net change of +19 holders.
  • The largest J.M. Smucker buyer in Q2 2021 was Morgan Stanley, an estimated $70M added.
  • The largest J.M. Smucker seller in Q2 2021 was American Century Companies, an estimated $86.4M sold.

Based on aggregated 13F filings for Q2 2021.