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J.M. Smucker

762 hedge funds and large institutions have $9.98B invested in J.M. Smucker in 2017 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 281 increasing their positions, 273 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 273

0.33% more ownership

Funds ownership: 74.05%74.38% (+0.33%)

5% less funds holding

Funds holding: 805762 (-43)

12% less capital invested

Capital invested by funds: $11.3B → $9.98B (-$1.3B)

15% less call options, than puts

Call options by funds: $37M | Put options by funds: $43.5M

35% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 88

69% less funds holding in top 10

Funds holding in top 10: 165 (-11)

Holders
762
Holders Change
-43
Holders Change %
-5.34%
% of All Funds
19%
Holding in Top 10
5
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-68.75%
% of All Funds
0.12%
New
57
Increased
281
Reduced
273
Closed
88
Calls
$37M
Puts
$43.5M
Net Calls
-$6.54M
Net Calls Change
-$35.4M
Name Holding Trade Value Shares
Change
Change in
Stake
EDRH
626
Edmond de Rothschild Holding
Switzerland
$120K
EWM
627
Endurance Wealth Management
Rhode Island
$120K
Lazard Asset Management
628
Lazard Asset Management
New York
$118K
AIM
629
Advantage Investment Management
Iowa
$117K
SLF
630
Sun Life Financial
Ontario, Canada
$100K +$106K +841 +10,513%
FIB
631
First Interstate Bank
Montana
$98K +$10.1K +80 +11%
ACM
632
AUA Capital Management
Pennsylvania
$95K
FIM
633
Foresters Investment Management
New York
$93K +$99.8K +790 New
QCG
634
Quadrant Capital Group
Ohio
$88K +$6.07K +48 +7%
M
635
MOTCO
Texas
$87K +$67.2K +532 +265%
PA
636
Parallel Advisors
California
$85K -$4.17K -33 -4%
CHC
637
City Holding Co
West Virginia
$85K
MBT
638
Monroe Bank & Trust
Michigan
$83K
PK
639
Pflug Koory
Nebraska
$83K
CAL
640
Capital Analysts LLC
Pennsylvania
$82K -$705K -5,575 -89%
BL
641
Balentine LLC
Georgia
$77K
WT
642
Whittier Trust
California
$77K
ARMT
643
Amica Retiree Medical Trust
Rhode Island
$74K -$34.5K -273 -30%
CFA
644
Carroll Financial Associates
North Carolina
$74K -$5.81K -46 -7%
RWG
645
Regal Wealth Group
California
$74K
GEA
646
Glen Eagle Advisors
New Jersey
$71.7K +$6.45K +51 +9%
CT
647
Clearstead Trust
Maine
$71K +$75.8K +600 New
AA
648
AlphaMark Advisors
Kentucky
$66K -$253 -2 -0.4%
PFBT
649
Parkside Financial Bank & Trust
Missouri
$62K -$632 -5 -1%
FMII
650
Farmers & Merchants Investments Inc
Nebraska
$62K +$63.2K +500 +1,923%