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J.M. Smucker

741 hedge funds and large institutions have $9.93B invested in J.M. Smucker in 2019 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 260 increasing their positions, 277 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $68.6M | Put options by funds: $61.4M

0.23% more ownership

Funds ownership: 78.99%79.22% (+0.23%)

4% less capital invested

Capital invested by funds: $10.3B → $9.93B (-$396M)

6% less repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 277

7% less funds holding

Funds holding: 798741 (-57)

54% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 102

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
741
Holders Change
-57
Holders Change %
-7.14%
% of All Funds
16.25%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
47
Increased
260
Reduced
277
Closed
102
Calls
$68.6M
Puts
$61.4M
Net Calls
+$7.23M
Net Calls Change
+$4.57M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
576
Whittier Trust
California
$129K
AAM
577
Advisors Asset Management
Colorado
$125K -$21K -188 -14%
SWA
578
Sutton Wealth Advisors
Florida
$122K
HAG
579
HighPoint Advisor Group
Illinois
$119K +$10K +90 +9%
PCM
580
Prelude Capital Management
New York
$117K +$118K +1,060 New
ASN
581
Advisory Services Network
Georgia
$114K
CFB
582
Cullen/Frost Bankers
Texas
$111K +$4.24K +38 +4%
WOC
583
West Oak Capital
California
$110K
Parallax Volatility Advisers
584
Parallax Volatility Advisers
California
$102K +$102K +914 +9,140%
BFC
585
Bedel Financial Consulting
Indiana
$96K
KC
586
Knuff & Co
California
$95K
LJHT
587
Laurie J. Hall Trustee
$91K -$2.79K -25 -3%
CFGS
588
Concourse Financial Group Securities
Alabama
$86K -$146K -1,306 -62%
MAM
589
Meeder Asset Management
Ohio
$85K +$14K +126 +20%
QCG
590
Quadrant Capital Group
Ohio
$84K -$16.7K -150 -15%
CHC
591
City Holding Co
West Virginia
$79K
LWM
592
Liberty Wealth Management
California
$79K +$669 +6 +0.8%
DAM
593
Delta Asset Management
Tennessee
$78K +$55.7K +500 +242%
AIM
594
Advantage Investment Management
Iowa
$74K -$3.46K -31 -4%
HS
595
Horan Securities
United States
$74K
MCA
596
Mercer Capital Advisers
New Jersey
$73K
RWG
597
Regal Wealth Group
California
$69K -$111 -1 -0.2%
MCM
598
Manchester Capital Management
Vermont
$68K
SF
599
Synovus Financial
Georgia
$68K
IBOK
600
Independence Bank of Kentucky
Kentucky
$65K -$8.36K -75 -11%

SJM Hedge Fund Activity: Q3 2019 in Review

741 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q3 2019, worth a combined $9.93B — down 3.8% from $10.3B a quarter earlier.

Sellers outnumbered buyers: 102 funds closed out of SJM and 47 opened new positions — a net loss of 55 holders — while 277 trimmed existing stakes and 260 added.

The largest buyer was Fidelity Investments, adding an estimated $68.1M. The largest seller was Millennium Management, cutting an estimated $66.1M.

  • 741 institutional investors held J.M. Smucker (SJM) as of Q3 2019, down from 798 in Q2 2019.
  • Funds reported $9.93B of J.M. Smucker stock for Q3 2019, down 3.8% quarter-over-quarter.
  • 47 funds opened new J.M. Smucker positions in Q3 2019 and 102 closed out, a net change of -55 holders.
  • The largest J.M. Smucker buyer in Q3 2019 was Fidelity Investments, an estimated $68.1M added.
  • The largest J.M. Smucker seller in Q3 2019 was Millennium Management, an estimated $66.1M sold.

Based on aggregated 13F filings for Q3 2019.