We are live on ! Find out more
SJM icon

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
MC
601
Middleton & Co
Massachusetts
$253K -$242K -1,825 -48%
RPC
602
Rossmore Private Capital
Connecticut
$253K +$13.3K +100 +5%
PIM
603
Penobscot Investment Management
Massachusetts
$252K
DIA
604
Dana Investment Advisors
Wisconsin
$250K
DFCM
605
Dark Forest Capital Management
Puerto Rico
$249K +$255K +1,922 New
MSS
606
Mitchell Sinkler & Starr
Pennsylvania
$248K
DCM
607
Dupont Capital Management
Delaware
$248K +$139K +1,050 +121%
UCFA
608
United Capital Financial Advisors
Texas
$247K -$291K -2,188 -53%
ASN
609
Advisory Services Network
Georgia
$245K +$17.1K +129 +7%
AWM
610
Accurate Wealth Management
Florida
$244K +$250K +1,880 New
PRC
611
Pearl River Capital
Michigan
$238K +$244K +1,836 New
CC
612
Courier Capital
New York
$235K -$9.3K -70 -4%
ONB
613
Old National Bancorp
Indiana
$234K -$74.5K -561 -24%
SG
614
StoneX Group
New York
$234K -$6.51K -49 -3%
NG
615
Northstar Group
New York
$233K
EP
616
Eudaimonia Partners
Tennessee
$232K +$40.6K +306 +21%
JWCA
617
J.W. Cole Advisors
Florida
$231K -$266 -2 -0.1%
MWP
618
Moller Wealth Partners
$230K
BC
619
Bridgefront Capital
Texas
$229K -$978K -7,363 -81%
6M
620
6 Meridian
Kansas
$229K -$8.63K -65 -4%
Fisher Asset Management
621
Fisher Asset Management
Washington
$227K +$20.9K +157 +10%
UB
622
UMB Bank
Missouri
$226K
IA
623
IndexIQ Advisors
New York
$224K -$2.79K -21 -1%
CRB
624
Chad R. Baker
$220K
ST
625
Sageworth Trust
Pennsylvania
$220K +$213K +1,605 +1,783%

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.