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J.M. Smucker
SJM

Overview Fund Activity

766 hedge funds and large institutions have $9.53B invested in J.M. Smucker in 2019 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 239 increasing their positions, 281 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
766
Holders Change
+26
Holders Change %
+3.51%
% of All Funds
15.13%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
111
Increased
239
Reduced
281
Closed
76
Calls
$42.9M
Puts
$61.7M
Net Calls
-$18.8M
Net Calls Change
-$26M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$117M
2
Stifel Financial
2
Stifel Financial
Missouri
$157M
3
State Street
3
State Street
Massachusetts
$860M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$75.1M
5
CIP
5
Champlain Investment Partners
Vermont
$196M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$294M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$57M
3
Bank of America
3
Bank of America
North Carolina
$77.9M
4
UIM
4
USS Investment Management
United Kingdom
$0
5
Fidelity International
5
Fidelity International
Bermuda
$1K
Name Holding Trade Value Shares
Change 		Shares
Change %
MFT
651
Moisand Fitzgerald Tamayo
Florida
$26K – – –
QAM
652
QCI Asset Management
New York
$25K – – –
AF
653
Advisornet Financial
Minnesota
$23K +$1.78K +17 +8%
ZB
654
Zions Bancorporation
Utah
$22K -$4.83K -47 -18%
ECM
655
Estabrook Capital Management
New York
$21.8K – – –
SBL
656
Sargent Bickham Lagudis
Colorado
$21K – – –
EWM
657
Endurance Wealth Management
Rhode Island
$21K – – –
MA
658
MCF Advisors
Kentucky
$21K – – –
HIA
659
Harbor Investment Advisory
Maryland
$21K +$21K +197 New
TT
660
TI-Trust
Illinois
$21K +$21K +204 New
DOA
661
D'Orazio & Associates
Virginia
$20K +$102 +1 +0.5%
LC
662
Lindbrook Capital
California
$19K -$8.52K -83 -31%
WFMPM
663
Woodley Farra Manion Portfolio Management
Indiana
$19K +$19K +185 New
LWM
664
Lionsbridge Wealth Management
Florida
$19K +$19K +188 New
HF
665
Halpern Financial
Virginia
$18K +$18K +173 New
GAM
666
Guinness Asset Management
United Kingdom
$17K +$5.77K +54 +51%
Rockefeller Capital Management
667
Rockefeller Capital Management
New York
$17K +$17K +162 New
OSAM
668
O'Shaughnessy Asset Management
Connecticut
$16K +$16K +157 New
HCA
669
Horan Capital Advisors
Ohio
$15K – – –
HWM
670
Howard Wealth Management
Connecticut
$15K +$15K +151 New
GAM
671
Gemmer Asset Management
California
$14K -$731 -7 -5%
Lazard Asset Management
672
Lazard Asset Management
New York
$14K +$14K +139 New
CTB
673
Country Trust Bank
Illinois
$13K – – –
BUB
674
BBVA USA Bancshares
Texas
$13K +$13K +126 New
EFSCE
675
Enterprise Financial Services Corp (EFSC)
Missouri
$12K -$12.8K -125 -52%
25 26
27
28 29