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J.M. Smucker
SJM

Overview Fund Activity

766 hedge funds and large institutions have $9.53B invested in J.M. Smucker in 2019 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 239 increasing their positions, 281 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
766
Holders Change
+26
Holders Change %
+3.51%
% of All Funds
15.13%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
111
Increased
239
Reduced
281
Closed
76
Calls
$42.9M
Puts
$61.7M
Net Calls
-$18.8M
Net Calls Change
-$26M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$117M
2
Stifel Financial
2
Stifel Financial
Missouri
$157M
3
State Street
3
State Street
Massachusetts
$860M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$75.1M
5
CIP
5
Champlain Investment Partners
Vermont
$196M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$294M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$57M
3
Bank of America
3
Bank of America
North Carolina
$77.9M
4
UIM
4
USS Investment Management
United Kingdom
$0
5
Fidelity International
5
Fidelity International
Bermuda
$1K
Name Holding Trade Value Shares
Change 		Shares
Change %
Schroder Investment Management Group
626
Schroder Investment Management Group
United Kingdom
$42K -$1.41M -13,549 -97%
FFC
627
First Financial Corp
Indiana
$42K – – –
TCM
628
TD Capital Management
Tennessee
$41K – – –
PCTC
629
Perkins Coie Trust Company
Washington
$41K – – –
WTC
630
WhitTier Trust Company
Nevada
$40K – – –
FCM
631
Firestone Capital Management
Florida
$39K +$39K +370 New
QT
632
Quantbot Technologies
New York
$37K +$37K +357 New
FWM
633
Filbrandt Wealth Management
Wisconsin
$35K +$35K +344 New
HCM
634
Highlander Capital Management
New Jersey
$34K – – –
GLI
635
Guardian Life Insurance
New York
$34K – – –
SCA
636
Stonebridge Capital Advisors
Minnesota
$34K +$311 +3 +0.9%
OPS
637
Orion Portfolio Solutions
Nebraska
$34K +$34K +324 New
BAM
638
Bellevue Asset Management
Washington
$34K +$34K +325 New
MA
639
MUFG Americas
New York
$33K – – –
RCA
640
Ranch Capital Advisors
Florida
$32K -$124K -1,199 -80%
PFBT
641
Parkside Financial Bank & Trust
Missouri
$32K +$3.15K +30 +11%
BWA
642
Burt Wealth Advisors
Maryland
$31K – – –
OSNBOA
643
Old Second National Bank of Aurora
Illinois
$31K – – –
SWM
644
Sugarloaf Wealth Management
Georgia
$31K +$31K +300 New
RA
645
Rational Advisors
New York
$30K +$27.2K +260 +963%
JCM
646
Jacobi Capital Management
Pennsylvania
$28K – – –
CFFP
647
Center for Financial Planning
Michigan
$28K +$28K +267 New
GRP
648
Global Retirement Partners
California
$27K +$105 +1 +0.4%
1NWS
649
1 North Wealth Services
Maryland
$26K – – –
BAMCO Inc
650
BAMCO Inc
New York
$26K – – –
24 25
26
27 28