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J.M. Smucker

810 hedge funds and large institutions have $10.3B invested in J.M. Smucker in 2018 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 292 increasing their positions, 268 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.72% more ownership

Funds ownership: 80.53%84.25% (+3.7%)

9% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 85

9% more repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 268

0% more funds holding

Funds holding: 809810 (+1)

9% less capital invested

Capital invested by funds: $11.3B → $10.3B (-$1.05B)

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

47% less call options, than puts

Call options by funds: $111M | Put options by funds: $211M

Holders
810
Holders Change
+1
Holders Change %
+0.12%
% of All Funds
18.54%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.18%
New
93
Increased
292
Reduced
268
Closed
85
Calls
$111M
Puts
$211M
Net Calls
-$99.5M
Net Calls Change
-$125M
Name Holding Trade Value Shares
Change
Change in
Stake
Acadian Asset Management
651
Acadian Asset Management
Massachusetts
$73K
SF
652
Synovus Financial
Georgia
$72K -$31K -276 -29%
EWM
653
Endurance Wealth Management
Rhode Island
$70K -$41K -365 -36%
MA
654
MUFG Americas
New York
$68K
ARMT
655
Amica Retiree Medical Trust
Rhode Island
$67K
RWG
656
Regal Wealth Group
California
$67K
RWA
657
Ropes Wealth Advisors
Massachusetts
$64K
ASN
658
Advisory Services Network
Georgia
$63K +$25.9K +231 +67%
AWM
659
Aevitas Wealth Management
Massachusetts
$61K -$2.13K -19 -3%
SIC
660
Salem Investment Counselors
North Carolina
$60K +$56.1K +500 +833%
AA
661
AlphaMark Advisors
Kentucky
$57K
JA
662
JOYN Advisors
Georgia
$56K +$58.3K +519 New
SWM
663
SeaCrest Wealth Management
New York
$54K +$2.13K +19 +4%
MCM
664
Manchester Capital Management
Vermont
$53K +$25.6K +228 +85%
FMT
665
First Mercantile Trust
Tennessee
$51K +$53.9K +480 New
RCAG
666
Rehmann Capital Advisory Group
Michigan
$50K
HS
667
Horan Securities
United States
$48K -$1.57K -14 -3%
MMG
668
Monetary Management Group
Missouri
$48K
BWA
669
Burt Wealth Advisors
Maryland
$46K -$1.24K -11 -3%
GSC
670
G&S Capital
Colorado
$45K
NC
671
NewSquare Capital
Pennsylvania
$44K
ACM
672
AUA Capital Management
Pennsylvania
$43K -$44.9K -400 -50%
FFC
673
First Financial Corp
Indiana
$42K
Carson Wealth (CWM LLC)
674
Carson Wealth (CWM LLC)
Nebraska
$42K +$2.02K +18 +5%
CAL
675
Capital Analysts LLC
Pennsylvania
$41K

SJM Hedge Fund Activity: Q2 2018 in Review

810 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2018, worth a combined $10.3B — down 9.3% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new SJM positions and 85 closed out — a net gain of 8 holders — while 292 added to existing stakes and 268 trimmed.

The largest buyer was Vanguard Group, adding an estimated $105M. The largest seller was PNC Financial Services Group, cutting an estimated $78.5M.

  • 810 institutional investors held J.M. Smucker (SJM) as of Q2 2018, up from 809 in Q1 2018.
  • Funds reported $10.3B of J.M. Smucker stock for Q2 2018, down 9.3% quarter-over-quarter.
  • 93 funds opened new J.M. Smucker positions in Q2 2018 and 85 closed out, a net change of +8 holders.
  • The largest J.M. Smucker buyer in Q2 2018 was Vanguard Group, an estimated $105M added.
  • The largest J.M. Smucker seller in Q2 2018 was PNC Financial Services Group, an estimated $78.5M sold.

Based on aggregated 13F filings for Q2 2018.