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J.M. Smucker

762 hedge funds and large institutions have $9.98B invested in J.M. Smucker in 2017 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 281 increasing their positions, 273 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 273

0.33% more ownership

Funds ownership: 74.05%74.38% (+0.33%)

5% less funds holding

Funds holding: 805762 (-43)

12% less capital invested

Capital invested by funds: $11.3B → $9.98B (-$1.3B)

15% less call options, than puts

Call options by funds: $37M | Put options by funds: $43.5M

35% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 88

69% less funds holding in top 10

Funds holding in top 10: 165 (-11)

Holders
762
Holders Change
-43
Holders Change %
-5.34%
% of All Funds
19%
Holding in Top 10
5
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-68.75%
% of All Funds
0.12%
New
57
Increased
281
Reduced
273
Closed
88
Calls
$37M
Puts
$43.5M
Net Calls
-$6.54M
Net Calls Change
-$35.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
576
Private Asset Management
California
$279K
HAIM
577
Hunter Associates Investment Management
Pennsylvania
$277K
MWAC
578
Mariner Wealth Advisors (Cincinnati)
Ohio
$273K +$3.79K +30 +1%
P
579
Pitcairn
Pennsylvania
$268K -$2.53K -20 -0.9%
BBI
580
Baxter Bros Inc
Connecticut
$268K
CTA
581
Colonial Trust Advisors
South Carolina
$266K +$63.2K +500 +29%
Loomis, Sayles & Company
582
Loomis, Sayles & Company
Massachusetts
$263K -$454K -3,594 -62%
Capital Fund Management (CFM)
583
Capital Fund Management (CFM)
France
$263K +$280K +2,219 New
LS
584
Livforsakringsbolaget Skandia
Sweden
$262K
SC
585
Saybrook Capital
North Carolina
$261K
FRM
586
Fox Run Management
Connecticut
$260K +$278K +2,200 New
PA
587
Probity Advisors
Texas
$259K
BTW
588
Boston Trust Walden
Massachusetts
$255K +$272K +2,156 New
PP
589
Patten & Patten
Tennessee
$254K -$22.9K -181 -8%
ECM
590
Everence Capital Management
Indiana
$240K
DAM
591
Delta Asset Management
Tennessee
$238K
KCM
592
Kanawha Capital Management
Virginia
$237K
NFC
593
Northeast Financial Consultants
Connecticut
$237K
PWM
594
Perigon Wealth Management
California
$237K
AIM
595
Acrospire Investment Management
Illinois
$237K +$215K +1,700 +567%
CCFCSB
596
Cape Cod Five Cents Savings Bank
Massachusetts
$233K -$31.6K -250 -11%
BA
597
Boston Advisors
Massachusetts
$233K -$25.3K -200 -9%
CA
598
Clearstead Advisors
Ohio
$228K +$243K +1,925 New
B
599
Barings
North Carolina
$227K -$5.11M -40,473 -95%
SSWM
600
Smith Salley Wealth Management
North Carolina
$224K -$12.9K -102 -5%