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J.M. Smucker

755 hedge funds and large institutions have $9.91B invested in J.M. Smucker in 2020 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 258 increasing their positions, 255 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.86% more ownership

Funds ownership: 79.29%82.15% (+2.9%)

4% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 91

1% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 255

0% less funds holding

Funds holding: 757755 (-2)

1% less capital invested

Capital invested by funds: $10B → $9.91B (-$107M)

14% less call options, than puts

Call options by funds: $35.9M | Put options by funds: $41.7M

63% less funds holding in top 10

Funds holding in top 10: 83 (-5)

Holders
755
Holders Change
-2
Holders Change %
-0.26%
% of All Funds
15.48%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.06%
New
95
Increased
258
Reduced
255
Closed
91
Calls
$35.9M
Puts
$41.7M
Net Calls
-$5.78M
Net Calls Change
-$9.05M
Name Holding Trade Value Shares
Change
Change in
Stake
KPCM
651
Kings Point Capital Management
New York
$26K
KPW
652
Kore Private Wealth
New York
$25K -$1.8K -16 -6%
CFFP
653
Center for Financial Planning
Michigan
$25K +$3.71K +33 +16%
PWMG
654
Prestige Wealth Management Group
New Jersey
$25K +$6.97K +62 +35%
ECM
655
Estabrook Capital Management
New York
$23.7K +$449 +4 +2%
AF
656
Advisornet Financial
Minnesota
$23K +$562 +5 +2%
CG
657
Cutler Group
California
$23K +$25.2K +224 New
SBL
658
Sargent Bickham Lagudis
Colorado
$22K +$112 +1 +0.5%
DOA
659
D'Orazio & Associates
Virginia
$22K +$1.01K +9 +5%
VFA
660
Valeo Financial Advisors
Indiana
$21K -$32.5K -289 -59%
EWM
661
Endurance Wealth Management
Rhode Island
$21K
HIA
662
Harbor Investment Advisory
Maryland
$21K
GRP
663
Global Retirement Partners
California
$20K
CAM
664
Costello Asset Management
Pennsylvania
$19K +$20.2K +180 New
WFMPM
665
Woodley Farra Manion Portfolio Management
Indiana
$16K
CFD
666
Creative Financial Designs
Indiana
$16K +$16.9K +150 New
PFBT
667
Parkside Financial Bank & Trust
Missouri
$15K -$18K -160 -53%
RA
668
Rational Advisors
New York
$15K +$16.1K +143 New
Lazard Asset Management
669
Lazard Asset Management
New York
$14K
AWM
670
Apollon Wealth Management
South Carolina
$14K +$15.3K +136 New
BAM
671
Bellevue Asset Management
Washington
$13K
CTB
672
Country Trust Bank
Illinois
$13K
GAM
673
Guinness Asset Management
United Kingdom
$13K
AIM
674
Anchor Investment Management
South Carolina
$12.2K
ARMC
675
American Research & Management Company
Massachusetts
$12K

SJM Hedge Fund Activity: Q2 2020 in Review

755 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2020, worth a combined $9.91B — down 1.1% from $10B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new SJM positions and 91 closed out — a net gain of 4 holders — while 258 added to existing stakes and 255 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $103M. The largest seller was Fidelity Investments, cutting an estimated $154M.

  • 755 institutional investors held J.M. Smucker (SJM) as of Q2 2020, down from 757 in Q1 2020.
  • Funds reported $9.91B of J.M. Smucker stock for Q2 2020, down 1.1% quarter-over-quarter.
  • 95 funds opened new J.M. Smucker positions in Q2 2020 and 91 closed out, a net change of +4 holders.
  • The largest J.M. Smucker buyer in Q2 2020 was Renaissance Technologies, an estimated $103M added.
  • The largest J.M. Smucker seller in Q2 2020 was Fidelity Investments, an estimated $154M sold.

Based on aggregated 13F filings for Q2 2020.