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J.M. Smucker

798 hedge funds and large institutions have $10.3B invested in J.M. Smucker in 2019 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 253 increasing their positions, 303 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more call options, than puts

Call options by funds: $76.8M | Put options by funds: $74.1M

2% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 83

0.25% less ownership

Funds ownership: 79.23%78.99% (-0.25%)

2% less capital invested

Capital invested by funds: $10.5B → $10.3B (-$165M)

1% less funds holding

Funds holding: 808798 (-10)

17% less repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 303

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
798
Holders Change
-10
Holders Change %
-1.24%
% of All Funds
17.33%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
85
Increased
253
Reduced
303
Closed
83
Calls
$76.8M
Puts
$74.1M
Net Calls
+$2.66M
Net Calls Change
-$42.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Capstone Investment Advisors
576
Capstone Investment Advisors
New York
$239K +$253K +2,076 New
MWM
577
Mission Wealth Management
California
$237K +$12.7K +104 +5%
PP
578
Prudential plc
United Kingdom
$237K +$252K +2,064 New
IAA
579
Ironsides Asset Advisors
North Carolina
$236K
RPC
580
Rossmore Private Capital
Connecticut
$236K
SIA
581
Sit Investment Associates
Minnesota
$236K +$94.6K +775 +61%
DIM
582
Delta Investment Management
California
$234K +$249K +2,038 New
ECM
583
Evergreen Capital Management
Washington
$233K
WAM
584
Wakefield Asset Management
Colorado
$231K -$134K -1,096 -35%
BS
585
Boenning & Scattergood
Pennsylvania
$231K -$121K -991 -33%
NFC
586
Northeast Financial Consultants
Connecticut
$231K
AIC
587
Archer Investment Corporation
Indiana
$231K +$977 +8 +0.4%
RG
588
Rathbones Group
United Kingdom
$230K
WCA
589
Westover Capital Advisors
Delaware
$230K
PWM
590
Perigon Wealth Management
California
$230K +$122 +1 +0.1%
SSWM
591
Smith Salley Wealth Management
North Carolina
$226K +$7.33K +60 +3%
B
592
Barings
North Carolina
$225K -$171K -1,400 -42%
WAM
593
Wealthspire Advisors (Maryland)
Maryland
$225K -$1.59K -13 -0.7%
CCB
594
Cutter & Co Brokerage
Missouri
$223K +$236K +1,931 New
RWA
595
Ropes Wealth Advisors
Massachusetts
$222K +$10.4K +85 +5%
MCM
596
MAI Capital Management
Ohio
$220K +$233K +1,912 New
TU
597
TDAM USA
Ontario, Canada
$219K -$9.77K -80 -4%
HWMG
598
Hurlow Wealth Management Group
Indiana
$219K
ER
599
Enlightenment Research
Florida
$219K +$232K +1,900 New
CC
600
Courier Capital
New York
$218K -$177K -1,450 -43%

SJM Hedge Fund Activity: Q2 2019 in Review

798 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2019, worth a combined $10.3B — down 1.6% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new SJM positions and 83 closed out — a net gain of 2 holders — while 253 added to existing stakes and 303 trimmed.

The largest buyer was Nuveen, adding an estimated $71.8M. The largest seller was Citadel Advisors, cutting an estimated $88M.

  • 798 institutional investors held J.M. Smucker (SJM) as of Q2 2019, down from 808 in Q1 2019.
  • Funds reported $10.3B of J.M. Smucker stock for Q2 2019, down 1.6% quarter-over-quarter.
  • 85 funds opened new J.M. Smucker positions in Q2 2019 and 83 closed out, a net change of +2 holders.
  • The largest J.M. Smucker buyer in Q2 2019 was Nuveen, an estimated $71.8M added.
  • The largest J.M. Smucker seller in Q2 2019 was Citadel Advisors, an estimated $88M sold.

Based on aggregated 13F filings for Q2 2019.