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J.M. Smucker

741 hedge funds and large institutions have $9.93B invested in J.M. Smucker in 2019 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 260 increasing their positions, 277 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $68.6M | Put options by funds: $61.4M

0.23% more ownership

Funds ownership: 78.99%79.22% (+0.23%)

4% less capital invested

Capital invested by funds: $10.3B → $9.93B (-$396M)

6% less repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 277

7% less funds holding

Funds holding: 798741 (-57)

54% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 102

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
741
Holders Change
-57
Holders Change %
-7.14%
% of All Funds
16.25%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
47
Increased
260
Reduced
277
Closed
102
Calls
$68.6M
Puts
$61.4M
Net Calls
+$7.23M
Net Calls Change
+$4.57M
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
626
Burt Wealth Advisors
Maryland
$33K
OSNBOA
627
Old Second National Bank of Aurora
Illinois
$33K
WCM
628
Whitener Capital Management
North Carolina
$32K
PMFA
629
Plante Moran Financial Advisors
Michigan
$31K
PFBT
630
Parkside Financial Bank & Trust
Missouri
$30K -$111 -1 -0.4%
JCM
631
Jacobi Capital Management
Pennsylvania
$30K
ZB
632
Zions Bancorporation
Utah
$29K
LC
633
Lindbrook Capital
California
$29K +$2.56K +23 +9%
BAMCO Inc
634
BAMCO Inc
New York
$28K
MFT
635
Moisand Fitzgerald Tamayo
Florida
$28K
GRP
636
Global Retirement Partners
California
$28K +$13.3K +119 +88%
1NWS
637
1 North Wealth Services
Maryland
$28K +$28.2K +253 New
QAM
638
QCI Asset Management
New York
$27K -$5.57K -50 -17%
EFSCE
639
Enterprise Financial Services Corp (EFSC)
Missouri
$27K
RCAG
640
Rehmann Capital Advisory Group
Michigan
$24.8K
SFM
641
Systematic Financial Management
New Jersey
$23K -$2.74M -24,541 -99%
SBL
642
Sargent Bickham Lagudis
Colorado
$23K
ECM
643
Estabrook Capital Management
New York
$23K +$1K +9 +5%
EWM
644
Endurance Wealth Management
Rhode Island
$22K
PFSC
645
Peoples Financial Services Corp
Pennsylvania
$22K
AF
646
Advisornet Financial
Minnesota
$22K +$5.91K +53 +35%
MA
647
MCF Advisors
Kentucky
$22K +$17.6K +158 +359%
ONST
648
Old North State Trust
North Carolina
$22K +$22.3K +200 New
AW
649
Alpha Windward
Massachusetts
$21K -$408K -3,660 -95%
DOA
650
D'Orazio & Associates
Virginia
$21K +$111 +1 +0.5%

SJM Hedge Fund Activity: Q3 2019 in Review

741 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q3 2019, worth a combined $9.93B — down 3.8% from $10.3B a quarter earlier.

Sellers outnumbered buyers: 102 funds closed out of SJM and 47 opened new positions — a net loss of 55 holders — while 277 trimmed existing stakes and 260 added.

The largest buyer was Fidelity Investments, adding an estimated $68.1M. The largest seller was Millennium Management, cutting an estimated $66.1M.

  • 741 institutional investors held J.M. Smucker (SJM) as of Q3 2019, down from 798 in Q2 2019.
  • Funds reported $9.93B of J.M. Smucker stock for Q3 2019, down 3.8% quarter-over-quarter.
  • 47 funds opened new J.M. Smucker positions in Q3 2019 and 102 closed out, a net change of -55 holders.
  • The largest J.M. Smucker buyer in Q3 2019 was Fidelity Investments, an estimated $68.1M added.
  • The largest J.M. Smucker seller in Q3 2019 was Millennium Management, an estimated $66.1M sold.

Based on aggregated 13F filings for Q3 2019.