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J.M. Smucker

762 hedge funds and large institutions have $9.98B invested in J.M. Smucker in 2017 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 281 increasing their positions, 273 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 273

0.33% more ownership

Funds ownership: 74.05%74.38% (+0.33%)

5% less funds holding

Funds holding: 805762 (-43)

12% less capital invested

Capital invested by funds: $11.3B → $9.98B (-$1.3B)

15% less call options, than puts

Call options by funds: $37M | Put options by funds: $43.5M

35% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 88

69% less funds holding in top 10

Funds holding in top 10: 165 (-11)

Holders
762
Holders Change
-43
Holders Change %
-5.34%
% of All Funds
19%
Holding in Top 10
5
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-68.75%
% of All Funds
0.12%
New
57
Increased
281
Reduced
273
Closed
88
Calls
$37M
Puts
$43.5M
Net Calls
-$6.54M
Net Calls Change
-$35.4M
Name Holding Trade Value Shares
Change
Change in
Stake
HWP
651
Hefty Wealth Partners
Indiana
$60K
FMA
652
FNY Managed Accounts
New York
$60K +$28.6K +226 +78%
AC
653
Alexandria Capital
Virginia
$59K
MAM
654
Meeder Asset Management
Ohio
$58K +$62K +491 New
NFG
655
Next Financial Group
Texas
$56K
PSUF
656
People's United Financial
Connecticut
$56K
MMG
657
Monetary Management Group
Missouri
$53K
NC
658
NewSquare Capital
Pennsylvania
$50K
Carson Wealth (CWM LLC)
659
Carson Wealth (CWM LLC)
Nebraska
$49K +$2.65K +21 +5%
BWA
660
Burt Wealth Advisors
Maryland
$48K
FFC
661
First Financial Corp
Indiana
$48K
GCM
662
Grisanti Capital Management
New York
$47K -$3.92K -31 -7%
FPB
663
First PREMIER Bank
South Dakota
$40K
HS
664
Horan Securities
United States
$40K +$5.43K +43 +14%
PMFA
665
Plante Moran Financial Advisors
Michigan
$39K -$126 -1 -0.3%
HCM
666
Highlander Capital Management
New Jersey
$39K
VWA
667
V Wealth Advisors
Kansas
$39K +$40.9K +324 New
MFW
668
Mosaic Family Wealth
Missouri
$38K
TC
669
Trust Company
Kansas
$36K -$6.09M -48,185 -99%
RWA
670
Ropes Wealth Advisors
Massachusetts
$35K -$37.9K -300 -50%
OSNBOA
671
Old Second National Bank of Aurora
Illinois
$35K -$1.52K -12 -4%
BWP
672
Baldwin Wealth Partners
Massachusetts
$35K
WTC
673
WhitTier Trust Company
Nevada
$35K
EFSCE
674
Enterprise Financial Services Corp (EFSC)
Missouri
$34K -$3.79K -30 -10%
CFD
675
Creative Financial Designs
Indiana
$34K +$126 +1 +0.3%