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J.M. Smucker

842 hedge funds and large institutions have $12.1B invested in J.M. Smucker in 2021 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 301 increasing their positions, 282 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 62

11% more call options, than puts

Call options by funds: $45.1M | Put options by funds: $40.7M

1% more funds holding

Funds holding: 831842 (+11)

7% more repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 282

1% more capital invested

Capital invested by funds: $12B → $12.1B (+$172M)

0.05% more ownership

Funds ownership: 87.6%87.64% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
842
Holders Change
+11
Holders Change %
+1.32%
% of All Funds
14.66%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
81
Increased
301
Reduced
282
Closed
62
Calls
$45.1M
Puts
$40.7M
Net Calls
+$4.37M
Net Calls Change
-$20.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
576
Mutual Advisors
Nebraska
$298K -$524K -3,944 -63%
MLL
577
Moody Lynn & Lieberson
Massachusetts
$297K
OC
578
Oppenheimer & Co
New York
$297K +$1.46K +11 +0.5%
AAM
579
AMI Asset Management
California
$296K -$166K -1,249 -35%
TCM
580
Telos Capital Management
California
$291K
DBIA
581
Dumont & Blake Investment Advisors
New Jersey
$290K +$14.6K +110 +5%
SEC
582
Seven Eight Capital
New York
$285K +$292K +2,200 New
WPW
583
Warther Private Wealth
Ohio
$279K +$285K +2,148 New
TAM
584
Tocqueville Asset Management
New York
$278K +$285K +2,147 New
FAM
585
Formidable Asset Management
Ohio
$277K -$13.4K -101 -5%
FNT
586
First National Trust
Pennsylvania
$277K -$2.13K -16 -0.7%
TRCT
587
Tower Research Capital (TRC)
New York
$274K -$1.17M -8,818 -81%
GC
588
Gratus Capital
Georgia
$274K
RWM
589
Ritholtz Wealth Management
New York
$272K +$278K +2,097 New
SA
590
SL Advisors
New Jersey
$270K -$2.52K -19 -0.9%
LNWWM
591
Laird Norton Wetherby Wealth Management
California
$270K +$797 +6 +0.3%
BRWA
592
B. Riley Wealth Advisors
Florida
$270K +$42.4K +319 +18%
MWM
593
Meridian Wealth Management
Kentucky
$268K
HH
594
Hilltop Holdings
Texas
$267K
FI
595
Financial Insights
Washington
$263K +$27K +203 New
HI
596
Humankind Investments
New York
$260K +$266K +2,004 New
SFO
597
Stokes Family Office
Louisiana
$259K -$51.5K -388 -16%
NFC
598
Northeast Financial Consultants
Connecticut
$259K
GCP
599
GSA Capital Partners
United Kingdom
$259K +$266K +2,002 New
MWM
600
Mission Wealth Management
California
$254K -$13.3K -100 -5%

SJM Hedge Fund Activity: Q2 2021 in Review

842 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2021, worth a combined $12.1B — up 1.4% from $12B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new SJM positions and 62 closed out — a net gain of 19 holders — while 301 added to existing stakes and 282 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $70M. The largest seller was American Century Companies, cutting an estimated $86.4M.

  • 842 institutional investors held J.M. Smucker (SJM) as of Q2 2021, up from 831 in Q1 2021.
  • Funds reported $12.1B of J.M. Smucker stock for Q2 2021, up 1.4% quarter-over-quarter.
  • 81 funds opened new J.M. Smucker positions in Q2 2021 and 62 closed out, a net change of +19 holders.
  • The largest J.M. Smucker buyer in Q2 2021 was Morgan Stanley, an estimated $70M added.
  • The largest J.M. Smucker seller in Q2 2021 was American Century Companies, an estimated $86.4M sold.

Based on aggregated 13F filings for Q2 2021.