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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
SIC
601
Salem Investment Counselors
North Carolina
$62K
PA
602
Parallel Advisors
California
$59K -$2.9K -26 -5%
FIB
603
First Interstate Bank
Montana
$59K
AA
604
AlphaMark Advisors
Kentucky
$59K +$334 +3 +0.6%
KPCM
605
Kings Point Capital Management
New York
$59K +$5.57K +50 +10%
S
606
SignatureFD
Georgia
$56K -$13.2K -118 -19%
RFM
607
Royal Fund Management
Florida
$56K +$557 +5 +1%
FCA
608
FinTrust Capital Advisors
South Carolina
$56K +$2.79K +25 +5%
1IA
609
1834 Investment Advisors
Wisconsin
$55K +$55.8K +501 New
VFA
610
Valeo Financial Advisors
Indiana
$54K +$33.4K +300 +155%
MMG
611
Monetary Management Group
Missouri
$50K
SFSIG
612
San Francisco Sentry Investment Group
California
$50K
GSC
613
G&S Capital
Colorado
$46K
PB
614
Pinnacle Bancorp
Nebraska
$46K
FFC
615
First Financial Corp
Indiana
$44K
TCM
616
TD Capital Management
Tennessee
$44K
PCTC
617
Perkins Coie Trust Company
Washington
$43K
WTC
618
WhitTier Trust Company
Nevada
$42K +$42.9K +385 New
AIM
619
AIA Investment Management
Singapore
$37K +$37.8K +339 New
GLI
620
Guardian Life Insurance
New York
$36K
HCM
621
Highlander Capital Management
New Jersey
$36K
SCA
622
Stonebridge Capital Advisors
Minnesota
$36K +$223 +2 +0.6%
BWA
623
BDO Wealth Advisors
Florida
$35K
MA
624
MUFG Americas
New York
$35K
PI
625
PineBridge Investments
New York
$35K +$35.2K +316 New

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.