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J.M. Smucker
SJM

Overview Fund Activity

799 hedge funds and large institutions have $11B invested in J.M. Smucker in 2017 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 231 increasing their positions, 291 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
799
Holders Change
+62
Holders Change %
+8.41%
% of All Funds
18.15%
Holding in Top 10
15
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+150%
% of All Funds
0.34%
New
134
Increased
231
Reduced
291
Closed
66
Calls
$105M
Puts
$76.2M
Net Calls
+$28.4M
Net Calls Change
+$24M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$189M
2
LSV Asset Management
LSV Asset Management
Illinois
+$80M
3
NI
Numeric Investors
Massachusetts
+$61.3M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$59.1M
5
WCM
Wedge Capital Management
North Carolina
+$45.2M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$146M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$79M
3
Bank of America
Bank of America
North Carolina
-$42.6M
4
Credit Agricole
Credit Agricole
France
-$32.8M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$30.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
576
Perigon Wealth Management
California
$249K – – –
RG
577
Rathbones Group
United Kingdom
$248K -$288K -2,320 -54%
KCM
578
Kanawha Capital Management
Virginia
$248K – – –
NFC
579
Northeast Financial Consultants
Connecticut
$248K – – –
HIIFS
580
Harel Insurance Investments & Financial Services
Israel
$248K +$248K +2,000 New
PTC
581
Private Trust Company
Ohio
$245K +$245K +1,976 New
JFA
582
Johanson Financial Advisors
California
$243K -$43.3K -347 -15%
LNWWM
583
Laird Norton Wetherby Wealth Management
California
$243K +$243K +1,953 New
SF
584
Synovus Financial
Georgia
$239K -$1.51M -12,138 -86%
PP
585
Paloma Partners
Connecticut
$238K -$2.55M -20,469 -91%
B
586
Barings
North Carolina
$238K – – –
GCA
587
Greenwood Capital Associates
South Carolina
$238K +$238K +1,917 New
SSWM
588
Smith Salley Wealth Management
North Carolina
$237K +$237K +1,906 New
FA
589
FMA Advisory
Pennsylvania
$235K -$13.3K -107 -5%
FHA
590
Flagship Harbor Advisors
Massachusetts
$235K -$10.4K -82 -4%
BAS
591
Brown Advisory Securities
Maryland
$235K -$6.97K -56 -3%
LWM
592
Lenox Wealth Management
Ohio
$235K -$5.6K -45 -2%
CB
593
Chemical Bank
Michigan
$233K -$165K -1,325 -41%
CFB
594
Cullen/Frost Bankers
Texas
$231K -$49.7K -400 -18%
FT
595
Fiduciary Trust
Massachusetts
$227K +$227K +1,826 New
CM
596
Capital Management
Virginia
$224K +$224K +1,800 New
KFGK
597
Keystone Financial Group (Kentucky)
Kentucky
$221K +$221K +1,741 New
MWP
598
Moller Wealth Partners
$221K +$221K +1,778 New
ATC
599
Adirondack Trust Company
New York
$219K – – –
CBN
600
Cadence Bank NA
Texas
$219K +$219K +1,761 New
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