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J.M. Smucker
SJM

Overview Fund Activity

807 hedge funds and large institutions have $10.9B invested in J.M. Smucker in 2021 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 293 increasing their positions, 295 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
807
Holders Change
-31
Holders Change %
-3.7%
% of All Funds
14.17%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
53
Increased
293
Reduced
295
Closed
71
Calls
$42.4M
Puts
$40.3M
Net Calls
+$2.08M
Net Calls Change
-$2.29M

Top Buyers

1
State of Wisconsin Investment Board
1
State of Wisconsin Investment Board
Wisconsin
$68.8M
2
Charles Schwab
2
Charles Schwab
California
$95.4M
3
Bank of America
3
Bank of America
North Carolina
$104M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$26.6M
5
Stifel Financial
5
Stifel Financial
Missouri
$288M

Top Sellers

1
AIG
1
American International Group
New York
$4.79M
2
BlackRock
2
BlackRock
New York
$1.16B
3
Morgan Stanley
3
Morgan Stanley
New York
$120M
4
UBS Group
4
UBS Group
Switzerland
$28.2M
5
Invesco
5
Invesco
Georgia
$203M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
601
Realta Investment Advisors
Delaware
$210K +$19.2K +160 +10%
NG
602
Northstar Group
New York
$207K -$9.02K -75 -4%
HW
603
Hancock Whitney
Mississippi
$206K -$167K -1,392 -45%
6M
604
6 Meridian
Kansas
$204K -$8.15K -68 -4%
CRB
605
Chad R. Baker
$204K – – –
BDF
606
Balasa Dinverno & Foltz
$204K +$7.45K +62 +4%
SC
607
Savant Capital
Illinois
$204K +$10.6K +88 +5%
IC
608
Intersect Capital
California
$204K +$12.5K +104 +7%
PAA
609
Peregrine Asset Advisers
Oregon
$204K +$204K +1,700 New
PJSIMP
610
P.J. Schmidt Investment Management (PJS)
Wisconsin
$203K -$3.74K -30 -2%
ATC
611
Adirondack Trust Company
New York
$203K +$6.13K +50 +3%
SA
612
SRH Advisors
Kansas
$202K – – –
GG
613
Gleason Group
Kentucky
$201K +$1.68K +14 +0.8%
WANY
614
Wealthspire Advisors (New York)
New York
$200K +$200K +1,670 New
TFO
615
Tarbox Family Office
California
$194K – – –
ST
616
Smithfield Trust
Pennsylvania
$192K – – –
EWM
617
Endurance Wealth Management
Rhode Island
$187K – – –
Parallax Volatility Advisers
618
Parallax Volatility Advisers
California
$183K +$169K +1,405 +1,201%
FWM
619
Focused Wealth Management
New York
$180K +$72K +600 +67%
JWM
620
Janiczek Wealth Management
Colorado
$180K +$82.2K +686 +84%
QCG
621
Quadrant Capital Group
Ohio
$176K -$481 -4 -0.3%
AII
622
AGF Investments Inc
Ontario, Canada
$168K -$286K -2,380 -63%
SWA
623
Sutton Wealth Advisors
Florida
$163K -$3.72K -31 -2%
MAWCM
624
Mine & Arao Wealth Creation & Management
California
$162K +$601 +5 +0.4%
BG
625
Bollard Group
Massachusetts
$161K +$1.2K +10 +0.8%
23 24
25
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