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J.M. Smucker

842 hedge funds and large institutions have $12.1B invested in J.M. Smucker in 2021 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 301 increasing their positions, 282 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 62

11% more call options, than puts

Call options by funds: $45.1M | Put options by funds: $40.7M

1% more funds holding

Funds holding: 831842 (+11)

7% more repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 282

1% more capital invested

Capital invested by funds: $12B → $12.1B (+$172M)

0.05% more ownership

Funds ownership: 87.6%87.64% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
842
Holders Change
+11
Holders Change %
+1.32%
% of All Funds
14.66%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
81
Increased
301
Reduced
282
Closed
62
Calls
$45.1M
Puts
$40.7M
Net Calls
+$4.37M
Net Calls Change
-$20.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FNBT
626
FineMark National Bank & Trust
Florida
$219K
Verition Fund Management
627
Verition Fund Management
Connecticut
$219K +$225K +1,691 New
SB
628
Sunflower Bank
Texas
$218K
SA
629
SRH Advisors
Kansas
$218K +$199K +1,500 +833%
PJSIMP
630
P.J. Schmidt Investment Management (PJS)
Wisconsin
$217K -$3.05K -23 -1%
JWCA
631
J.W. Coons Advisors
Ohio
$216K -$5.31K -40 -2%
GG
632
Gleason Group
Kentucky
$215K +$1.46K +11 +0.7%
TCOT
633
Trust Company of Toledo
Ohio
$214K
BDF
634
Balasa Dinverno & Foltz
$212K +$217K +1,636 New
TFO
635
Tarbox Family Office
California
$210K
SC
636
Savant Capital
Illinois
$208K -$17.3K -130 -7%
ATC
637
Adirondack Trust Company
New York
$208K
KFS
638
Kurt F. Somerville
$207K
ST
639
Smithfield Trust
Pennsylvania
$207K
IC
640
Intersect Capital
California
$207K +$212K +1,597 New
VCG
641
Vantage Consulting Group
Virginia
$207K +$212K +1,598 New
PA
642
Profund Advisors
Maryland
$206K -$11.8K -89 -5%
PSC
643
Prentiss Smith & Co
Vermont
$206K
RIA
644
Realta Investment Advisors
Delaware
$206K +$398 +3 +0.2%
ME
645
McIlrath & Eck
Washington
$205K +$51.1K +385 +32%
BIM
646
Baldwin Investment Management
Pennsylvania
$204K +$209K +1,575 New
EWM
647
Endurance Wealth Management
Rhode Island
$202K
ETM
648
Euclidean Technologies Management
Washington
$201K +$206K +1,552 New
NSAM
649
North Star Asset Management
Wisconsin
$201K +$206K +1,552 New
QCG
650
Quadrant Capital Group
Ohio
$190K -$3.72K -28 -2%

SJM Hedge Fund Activity: Q2 2021 in Review

842 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2021, worth a combined $12.1B — up 1.4% from $12B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new SJM positions and 62 closed out — a net gain of 19 holders — while 301 added to existing stakes and 282 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $70M. The largest seller was American Century Companies, cutting an estimated $86.4M.

  • 842 institutional investors held J.M. Smucker (SJM) as of Q2 2021, up from 831 in Q1 2021.
  • Funds reported $12.1B of J.M. Smucker stock for Q2 2021, up 1.4% quarter-over-quarter.
  • 81 funds opened new J.M. Smucker positions in Q2 2021 and 62 closed out, a net change of +19 holders.
  • The largest J.M. Smucker buyer in Q2 2021 was Morgan Stanley, an estimated $70M added.
  • The largest J.M. Smucker seller in Q2 2021 was American Century Companies, an estimated $86.4M sold.

Based on aggregated 13F filings for Q2 2021.