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J.M. Smucker

798 hedge funds and large institutions have $10.3B invested in J.M. Smucker in 2019 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 253 increasing their positions, 303 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more call options, than puts

Call options by funds: $76.8M | Put options by funds: $74.1M

2% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 83

0.25% less ownership

Funds ownership: 79.23%78.99% (-0.25%)

2% less capital invested

Capital invested by funds: $10.5B → $10.3B (-$165M)

1% less funds holding

Funds holding: 808798 (-10)

17% less repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 303

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
798
Holders Change
-10
Holders Change %
-1.24%
% of All Funds
17.33%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
85
Increased
253
Reduced
303
Closed
83
Calls
$76.8M
Puts
$74.1M
Net Calls
+$2.66M
Net Calls Change
-$42.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
626
Flagship Harbor Advisors
Massachusetts
$149K -$6.11K -50 -4%
SMFS
627
Squar Milner Financial Services
California
$142K -$26.9K -220 -15%
BCI
628
Brinker Capital Investments
Pennsylvania
$142K +$141K +1,155 +1,561%
SFG
629
SevenBridge Financial Group
Pennsylvania
$136K
FMT
630
First Mercantile Trust
Tennessee
$136K +$92.8K +760 +181%
WT
631
Whittier Trust
California
$135K
SWA
632
Sutton Wealth Advisors
Florida
$128K
HAG
633
HighPoint Advisor Group
Illinois
$116K +$127K +1,038 New
WOC
634
West Oak Capital
California
$115K
NIT
635
NumerixS Investment Technologies
British Columbia, Canada
$115K +$122K +1,000 New
ASN
636
Advisory Services Network
Georgia
$114K +$29.8K +244 +33%
CFB
637
Cullen/Frost Bankers
Texas
$112K -$94.3K -772 -44%
QCG
638
Quadrant Capital Group
Ohio
$108K -$611 -5 -0.5%
CF
639
Centaurus Financial
California
$107K +$101K +826 +779%
BFC
640
Bedel Financial Consulting
Indiana
$101K
KC
641
Knuff & Co
California
$100K
LJHT
642
Laurie J. Hall Trustee
$98K
GAM
643
Griffin Asset Management
New York
$95K +$101K +826 New
CHC
644
City Holding Co
West Virginia
$83K
LWM
645
Liberty Wealth Management
California
$82K -$243K -1,988 -74%
AIM
646
Advantage Investment Management
Iowa
$81K
IBOK
647
Independence Bank of Kentucky
Kentucky
$77K
HS
648
Horan Securities
United States
$77K +$22.7K +186 +39%
MCA
649
Mercer Capital Advisers
New Jersey
$76K
HFM
650
Harvest Fund Management
China
$76K +$80.7K +661 New

SJM Hedge Fund Activity: Q2 2019 in Review

798 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2019, worth a combined $10.3B — down 1.6% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new SJM positions and 83 closed out — a net gain of 2 holders — while 253 added to existing stakes and 303 trimmed.

The largest buyer was Nuveen, adding an estimated $71.8M. The largest seller was Citadel Advisors, cutting an estimated $88M.

  • 798 institutional investors held J.M. Smucker (SJM) as of Q2 2019, down from 808 in Q1 2019.
  • Funds reported $10.3B of J.M. Smucker stock for Q2 2019, down 1.6% quarter-over-quarter.
  • 85 funds opened new J.M. Smucker positions in Q2 2019 and 83 closed out, a net change of +2 holders.
  • The largest J.M. Smucker buyer in Q2 2019 was Nuveen, an estimated $71.8M added.
  • The largest J.M. Smucker seller in Q2 2019 was Citadel Advisors, an estimated $88M sold.

Based on aggregated 13F filings for Q2 2019.