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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
RIM
601
Rampart Investment Management
Connecticut
$217K -$122 -1 -0.1%
MC
602
Moors & Cabot
Massachusetts
$216K -$29.8K -244 -12%
ONB
603
Old National Bancorp
Indiana
$215K -$41K -336 -15%
PTC
604
Private Trust Company
Ohio
$214K -$1.59K -13 -0.7%
CT
605
Coastline Trust
Rhode Island
$214K
CA
606
Claro Advisors
Massachusetts
$211K +$223K +1,829 New
PG
607
Pendal Group
Australia
$209K -$12.5K -102 -5%
MWNA
608
Marshall Wace North America
New York
$209K -$831K -6,806 -79%
BWAM
609
Boyd Watterson Asset Management
Ohio
$209K
MJP
610
Michael J. Puzo
$208K -$30.5K -250 -12%
ATC
611
Adirondack Trust Company
New York
$208K -$15.3K -125 -6%
MWP
612
Moller Wealth Partners
$205K
BF
613
BOK Financial
Oklahoma
$203K -$366 -3 -0.2%
CBN
614
Cadence Bank NA
Texas
$203K
BCB
615
Brian C. Broderick
$202K -$108K -886 -34%
MGIA
616
Moneta Group Investment Advisors
Missouri
$193K +$1.22K +10 +0.6%
LMAM
617
Legg Mason Asset Management
Japan
$192K -$103K -841 -34%
HPC
618
HM Payson & Co
Maine
$192K +$204K +1,670 New
MERSOM
619
Municipal Employees' Retirement System of Michigan
Michigan
$182K -$520K -4,260 -73%
RIA
620
Realta Investment Advisors
Delaware
$180K +$106K +869 +124%
LS
621
Livforsakringsbolaget Skandia
Sweden
$174K +$61.1K +500 +49%
Carson Wealth (CWM LLC)
622
Carson Wealth (CWM LLC)
Nebraska
$171K
NIM
623
NuWave Investment Management
New Jersey
$170K +$180K +1,474 New
BBHC
624
Brown Brothers Harriman & Co
New York
$168K -$14K -115 -7%
AAM
625
Advisors Asset Management
Colorado
$153K -$25.9K -212 -14%

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.