We are live on ! Find out more
SJM icon

J.M. Smucker

755 hedge funds and large institutions have $9.91B invested in J.M. Smucker in 2020 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 258 increasing their positions, 255 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.86% more ownership

Funds ownership: 79.29%82.15% (+2.9%)

4% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 91

1% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 255

0% less funds holding

Funds holding: 757755 (-2)

1% less capital invested

Capital invested by funds: $10B → $9.91B (-$107M)

14% less call options, than puts

Call options by funds: $35.9M | Put options by funds: $41.7M

63% less funds holding in top 10

Funds holding in top 10: 83 (-5)

Holders
755
Holders Change
-2
Holders Change %
-0.26%
% of All Funds
15.48%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.06%
New
95
Increased
258
Reduced
255
Closed
91
Calls
$35.9M
Puts
$41.7M
Net Calls
-$5.78M
Net Calls Change
-$9.05M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
576
Conning Inc
Connecticut
$200K -$4.04K -36 -2%
ST
577
Smithfield Trust
Pennsylvania
$179K -$22.7K -202 -11%
ATC
578
Adirondack Trust Company
New York
$176K
TFO
579
Tarbox Family Office
California
$171K -$321K -2,861 -64%
Carson Wealth (CWM LLC)
580
Carson Wealth (CWM LLC)
Nebraska
$171K
GG
581
Gleason Group
Kentucky
$170K +$1.35K +12 +0.8%
PCM
582
Prelude Capital Management
New York
$161K +$171K +1,524 New
S
583
SignatureFD
Georgia
$160K +$6.63K +59 +4%
SWA
584
Sutton Wealth Advisors
Florida
$151K
WT
585
Whittier Trust
California
$149K
LWM
586
Lenox Wealth Management
Ohio
$148K -$787 -7 -0.5%
IBOK
587
Independence Bank of Kentucky
Kentucky
$143K -$7.87K -70 -5%
MAWCM
588
Mine & Arao Wealth Creation & Management
California
$140K +$449 +4 +0.3%
BG
589
Bollard Group
Massachusetts
$140K +$148K +1,321 New
IA
590
IFP Advisors
Florida
$132K +$11K +98 +8%
AS
591
Altshuler Shaham
Israel
$131K +$139K +1,234 New
DSC
592
Duncker Streett & Co
Missouri
$128K -$166K -1,480 -55%
HBT
593
Hills Bank & Trust
Iowa
$125K +$132K +1,174 New
FMT
594
First Mercantile Trust
Tennessee
$122K -$21K -187 -14%
CA
595
Clearstead Advisors
Ohio
$121K -$4.5K -40 -3%
PL
596
Perpetual Ltd
Australia
$116K +$124K +1,100 New
CI Investments Inc
597
CI Investments Inc
Ontario, Canada
$112K +$119K +1,055 New
Fuller & Thaler Asset Management
598
Fuller & Thaler Asset Management
California
$111K -$163K -1,450 -58%
ACA
599
Atlas Capital Advisors
Wyoming
$104K +$17.2K +153 +18%
BAM
600
Belpointe Asset Management
Nevada
$103K +$109K +970 New

SJM Hedge Fund Activity: Q2 2020 in Review

755 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2020, worth a combined $9.91B — down 1.1% from $10B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new SJM positions and 91 closed out — a net gain of 4 holders — while 258 added to existing stakes and 255 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $103M. The largest seller was Fidelity Investments, cutting an estimated $154M.

  • 755 institutional investors held J.M. Smucker (SJM) as of Q2 2020, down from 757 in Q1 2020.
  • Funds reported $9.91B of J.M. Smucker stock for Q2 2020, down 1.1% quarter-over-quarter.
  • 95 funds opened new J.M. Smucker positions in Q2 2020 and 91 closed out, a net change of +4 holders.
  • The largest J.M. Smucker buyer in Q2 2020 was Renaissance Technologies, an estimated $103M added.
  • The largest J.M. Smucker seller in Q2 2020 was Fidelity Investments, an estimated $154M sold.

Based on aggregated 13F filings for Q2 2020.