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J.M. Smucker

810 hedge funds and large institutions have $10.3B invested in J.M. Smucker in 2018 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 292 increasing their positions, 268 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.72% more ownership

Funds ownership: 80.53%84.25% (+3.7%)

9% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 85

9% more repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 268

0% more funds holding

Funds holding: 809810 (+1)

9% less capital invested

Capital invested by funds: $11.3B → $10.3B (-$1.05B)

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

47% less call options, than puts

Call options by funds: $111M | Put options by funds: $211M

Holders
810
Holders Change
+1
Holders Change %
+0.12%
% of All Funds
18.54%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.18%
New
93
Increased
292
Reduced
268
Closed
85
Calls
$111M
Puts
$211M
Net Calls
-$99.5M
Net Calls Change
-$125M
Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
626
Brown Brothers Harriman & Co
New York
$152K +$157K +1,400 +14,000%
CAM
627
CenterStar Asset Management
Illinois
$133K
S
628
SignatureFD
Georgia
$131K +$41.5K +370 +43%
SFG
629
SevenBridge Financial Group
Pennsylvania
$127K
WT
630
Whittier Trust
California
$124K
PAM
631
Paradigm Asset Management
New York
$124K
RIM
632
Rampart Investment Management
Connecticut
$123K -$8.31K -74 -6%
CIA
633
CSat Investment Advisory
Michigan
$122K +$127K +1,127 New
SWA
634
Sutton Wealth Advisors
Florida
$119K
WF
635
WealthTrust Fairport
Ohio
$116K -$8.42K -75 -6%
CWA
636
Clarus Wealth Advisors
Arizona
$109K +$98.9K +881 New
WOC
637
West Oak Capital
California
$107K
WEC
638
Winslow Evans & Crocker
Massachusetts
$102K
FIB
639
First Interstate Bank
Montana
$97K -$33.1K -295 -25%
FHA
640
First Horizon Advisors
Tennessee
$96K +$79.7K +710 +384%
BFC
641
Bedel Financial Consulting
Indiana
$94K
CFA
642
Carroll Financial Associates
North Carolina
$94K
LJHT
643
Laurie J. Hall Trustee
$93K +$5.61K +50 +6%
AIM
644
Advantage Investment Management
Iowa
$86K -$10.6K -94 -11%
QCG
645
Quadrant Capital Group
Ohio
$85K -$561 -5 -0.6%
PA
646
Parallel Advisors
California
$84K +$5.05K +45 +6%
WTB
647
Washington Trust Bank
Washington
$79K +$8.09K +72 +11%
LFA
648
Legacy Financial Advisors
Kentucky
$78K -$5.95K -53 -7%
CHC
649
City Holding Co
West Virginia
$78K
MBT
650
Monroe Bank & Trust
Michigan
$75K

SJM Hedge Fund Activity: Q2 2018 in Review

810 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2018, worth a combined $10.3B — down 9.3% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new SJM positions and 85 closed out — a net gain of 8 holders — while 292 added to existing stakes and 268 trimmed.

The largest buyer was Vanguard Group, adding an estimated $105M. The largest seller was PNC Financial Services Group, cutting an estimated $78.5M.

  • 810 institutional investors held J.M. Smucker (SJM) as of Q2 2018, up from 809 in Q1 2018.
  • Funds reported $10.3B of J.M. Smucker stock for Q2 2018, down 9.3% quarter-over-quarter.
  • 93 funds opened new J.M. Smucker positions in Q2 2018 and 85 closed out, a net change of +8 holders.
  • The largest J.M. Smucker buyer in Q2 2018 was Vanguard Group, an estimated $105M added.
  • The largest J.M. Smucker seller in Q2 2018 was PNC Financial Services Group, an estimated $78.5M sold.

Based on aggregated 13F filings for Q2 2018.