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J.M. Smucker

741 hedge funds and large institutions have $9.93B invested in J.M. Smucker in 2019 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 260 increasing their positions, 277 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $68.6M | Put options by funds: $61.4M

0.23% more ownership

Funds ownership: 78.99%79.22% (+0.23%)

4% less capital invested

Capital invested by funds: $10.3B → $9.93B (-$396M)

6% less repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 277

7% less funds holding

Funds holding: 798741 (-57)

54% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 102

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
741
Holders Change
-57
Holders Change %
-7.14%
% of All Funds
16.25%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
47
Increased
260
Reduced
277
Closed
102
Calls
$68.6M
Puts
$61.4M
Net Calls
+$7.23M
Net Calls Change
+$4.57M
Name Holding Trade Value Shares
Change
Change in
Stake
NIM
651
NuWave Investment Management
New Jersey
$20K -$143K -1,286 -87%
VCM
652
Versant Capital Management
Arizona
$19K -$6.35K -57 -24%
PFGIA
653
Patriot Financial Group Insurance Agency
Massachusetts
$19K +$2.12K +19 +12%
MWNA
654
Marshall Wace North America
New York
$18K -$183K -1,641 -91%
GAM
655
Gemmer Asset Management
California
$16K +$780 +7 +5%
HCA
656
Horan Capital Advisors
Ohio
$16K +$15.8K +142 New
RE
657
RBC Europe
United Kingdom
$14.2K
FMTCOCP
658
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$14K +$5.35K +48 +64%
Walleye Capital
659
Walleye Capital
New York
$13K -$5.57K -50 -29%
CTB
660
Country Trust Bank
Illinois
$13K
SSB
661
Sandy Spring Bank
Maryland
$13K
AIM
662
Anchor Investment Management
South Carolina
$12.7K
BBHC
663
Brown Brothers Harriman & Co
New York
$12K -$151K -1,352 -93%
GAM
664
Guinness Asset Management
United Kingdom
$12K -$17.1K -153 -59%
ARMC
665
American Research & Management Company
Massachusetts
$12K -$13.9K -125 -53%
CAW
666
Cornerstone Advisors (Washington)
Washington
$12K -$2.23K -20 -15%
PCM
667
Peregrine Capital Management
Minnesota
$12K
TC
668
Truvestments Capital
Florida
$12K
LWANC
669
Laurel Wealth Advisors (North Carolina)
North Carolina
$11K -$7.02K -63 -39%
BAMG
670
Brand Asset Management Group
Missouri
$11K
GSWM
671
Golden State Wealth Management
California
$11K
PK
672
Pflug Koory
Nebraska
$11K
TIM
673
Tortoise Investment Management
New York
$11K
BCA
674
Bray Capital Advisors
Florida
$10K -$224K -2,006 -96%
SLF
675
Sun Life Financial
Ontario, Canada
$10K

SJM Hedge Fund Activity: Q3 2019 in Review

741 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q3 2019, worth a combined $9.93B — down 3.8% from $10.3B a quarter earlier.

Sellers outnumbered buyers: 102 funds closed out of SJM and 47 opened new positions — a net loss of 55 holders — while 277 trimmed existing stakes and 260 added.

The largest buyer was Fidelity Investments, adding an estimated $68.1M. The largest seller was Millennium Management, cutting an estimated $66.1M.

  • 741 institutional investors held J.M. Smucker (SJM) as of Q3 2019, down from 798 in Q2 2019.
  • Funds reported $9.93B of J.M. Smucker stock for Q3 2019, down 3.8% quarter-over-quarter.
  • 47 funds opened new J.M. Smucker positions in Q3 2019 and 102 closed out, a net change of -55 holders.
  • The largest J.M. Smucker buyer in Q3 2019 was Fidelity Investments, an estimated $68.1M added.
  • The largest J.M. Smucker seller in Q3 2019 was Millennium Management, an estimated $66.1M sold.

Based on aggregated 13F filings for Q3 2019.