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J.M. Smucker

755 hedge funds and large institutions have $9.91B invested in J.M. Smucker in 2020 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 258 increasing their positions, 255 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.86% more ownership

Funds ownership: 79.29%82.15% (+2.9%)

4% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 91

1% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 255

0% less funds holding

Funds holding: 757755 (-2)

1% less capital invested

Capital invested by funds: $10B → $9.91B (-$107M)

14% less call options, than puts

Call options by funds: $35.9M | Put options by funds: $41.7M

63% less funds holding in top 10

Funds holding in top 10: 83 (-5)

Holders
755
Holders Change
-2
Holders Change %
-0.26%
% of All Funds
15.48%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.06%
New
95
Increased
258
Reduced
255
Closed
91
Calls
$35.9M
Puts
$41.7M
Net Calls
-$5.78M
Net Calls Change
-$9.05M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
626
AlphaMark Advisors
Kentucky
$58K +$1.01K +9 +2%
NIM
627
NuWave Investment Management
New Jersey
$55K +$55.3K +492 New
CAW
628
Cornerstone Advisors (Washington)
Washington
$53K +$10.1K +90 +22%
NICM
629
Neo Ivy Capital Management
New York
$52K +$38.1K +339 +222%
CT
630
Caldwell Trust
Florida
$48.6K -$5.62K -50 -10%
PB
631
Pinnacle Bancorp
Nebraska
$44K
FFC
632
First Financial Corp
Indiana
$42K
PCTC
633
Perkins Coie Trust Company
Washington
$41K -$337 -3 -0.8%
MA
634
MCF Advisors
Kentucky
$40K
FCM
635
Firestone Capital Management
Florida
$39K
MMG
636
Monetary Management Group
Missouri
$37K
FWM
637
Filbrandt Wealth Management
Wisconsin
$36K
HCM
638
Highlander Capital Management
New Jersey
$35K
MA
639
MUFG Americas
New York
$34K
IA
640
IndexIQ Advisors
New York
$34K +$32.3K +287 +755%
EFSCE
641
Enterprise Financial Services Corp (EFSC)
Missouri
$33K +$2.02K +18 +6%
HPC
642
HM Payson & Co
Maine
$32K -$25.6K -228 -43%
BWA
643
Burt Wealth Advisors
Maryland
$32K
OSNBOA
644
Old Second National Bank of Aurora
Illinois
$32K
SWM
645
Sugarloaf Wealth Management
Georgia
$32K
RDWM
646
Red Door Wealth Management
Tennessee
$31K
IRC
647
Investors Research Corp
Georgia
$30K
SCA
648
Stonebridge Capital Advisors
Minnesota
$30K +$225 +2 +0.7%
BAMCO Inc
649
BAMCO Inc
New York
$27K
MFT
650
Moisand Fitzgerald Tamayo
Florida
$27K

SJM Hedge Fund Activity: Q2 2020 in Review

755 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2020, worth a combined $9.91B — down 1.1% from $10B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new SJM positions and 91 closed out — a net gain of 4 holders — while 258 added to existing stakes and 255 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $103M. The largest seller was Fidelity Investments, cutting an estimated $154M.

  • 755 institutional investors held J.M. Smucker (SJM) as of Q2 2020, down from 757 in Q1 2020.
  • Funds reported $9.91B of J.M. Smucker stock for Q2 2020, down 1.1% quarter-over-quarter.
  • 95 funds opened new J.M. Smucker positions in Q2 2020 and 91 closed out, a net change of +4 holders.
  • The largest J.M. Smucker buyer in Q2 2020 was Renaissance Technologies, an estimated $103M added.
  • The largest J.M. Smucker seller in Q2 2020 was Fidelity Investments, an estimated $154M sold.

Based on aggregated 13F filings for Q2 2020.