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J.M. Smucker

810 hedge funds and large institutions have $10.3B invested in J.M. Smucker in 2018 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 292 increasing their positions, 268 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.72% more ownership

Funds ownership: 80.53%84.25% (+3.7%)

9% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 85

9% more repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 268

0% more funds holding

Funds holding: 809810 (+1)

9% less capital invested

Capital invested by funds: $11.3B → $10.3B (-$1.05B)

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

47% less call options, than puts

Call options by funds: $111M | Put options by funds: $211M

Holders
810
Holders Change
+1
Holders Change %
+0.12%
% of All Funds
18.54%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.18%
New
93
Increased
292
Reduced
268
Closed
85
Calls
$111M
Puts
$211M
Net Calls
-$99.5M
Net Calls Change
-$125M
Name Holding Trade Value Shares
Change
Change in
Stake
BEAM
576
Baker Ellis Asset Management
Washington
$243K +$2.58K +23 +1%
KA
577
Kovack Advisors
Florida
$243K +$35.1K +313 +16%
CTA
578
Colonial Trust Advisors
South Carolina
$242K
WJA
579
Williams Jones & Associates
New York
$241K +$22.5K +200 +10%
PAG
580
Private Advisor Group
New Jersey
$239K +$254K +2,264 New
BCM
581
BlueCrest Capital Management
Jersey
$238K -$70K -623 -22%
SCC
582
Spring Creek Capital
Kansas
$236K +$246K +2,193 New
CF
583
Centaurus Financial
California
$236K +$247K +2,196 New
WG
584
Winton Group
United Kingdom
$234K -$68K -606 -22%
RWM
585
Ritholtz Wealth Management
New York
$234K +$4.49K +40 +2%
PG
586
Pendal Group
Australia
$234K -$21.7K -193 -8%
ECM
587
Evergreen Capital Management
Washington
$233K -$102K -908 -30%
Fuller & Thaler Asset Management
588
Fuller & Thaler Asset Management
California
$231K +$61.8K +550 +34%
KRSITF
589
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$230K -$51.8K -461 -18%
PA
590
Profund Advisors
Maryland
$229K -$39.2K -349 -14%
BF
591
BOK Financial
Oklahoma
$227K +$21.7K +193 +10%
CMANY
592
Capital Management Associates (New York)
New York
$226K +$236K +2,100 New
IRF
593
IBM Retirement Fund
New York
$225K -$36.5K -325 -13%
DT
594
Diversified Trust
Tennessee
$221K -$225 -2 -0.1%
PTC
595
Private Trust Company
Ohio
$221K +$20.9K +186 +10%
WA
596
WBH Advisory
Maryland
$219K -$291K -2,590 -56%
AI
597
Atria Investments
North Carolina
$219K -$66.4K -591 -22%
BCA
598
Bray Capital Advisors
Florida
$218K
ECM
599
Everence Capital Management
Indiana
$218K
DAM
600
Delta Asset Management
Tennessee
$215K

SJM Hedge Fund Activity: Q2 2018 in Review

810 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2018, worth a combined $10.3B — down 9.3% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new SJM positions and 85 closed out — a net gain of 8 holders — while 292 added to existing stakes and 268 trimmed.

The largest buyer was Vanguard Group, adding an estimated $105M. The largest seller was PNC Financial Services Group, cutting an estimated $78.5M.

  • 810 institutional investors held J.M. Smucker (SJM) as of Q2 2018, up from 809 in Q1 2018.
  • Funds reported $10.3B of J.M. Smucker stock for Q2 2018, down 9.3% quarter-over-quarter.
  • 93 funds opened new J.M. Smucker positions in Q2 2018 and 85 closed out, a net change of +8 holders.
  • The largest J.M. Smucker buyer in Q2 2018 was Vanguard Group, an estimated $105M added.
  • The largest J.M. Smucker seller in Q2 2018 was PNC Financial Services Group, an estimated $78.5M sold.

Based on aggregated 13F filings for Q2 2018.