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J.M. Smucker

831 hedge funds and large institutions have $12B invested in J.M. Smucker in 2021 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 301 increasing their positions, 276 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 69

41% more call options, than puts

Call options by funds: $86.7M | Put options by funds: $61.6M

10% more capital invested

Capital invested by funds: $10.8B → $12B (+$1.12B)

4.75% more ownership

Funds ownership: 82.85%87.6% (+4.8%)

4% more funds holding

Funds holding: 801831 (+30)

9% more repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 276

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
831
Holders Change
+30
Holders Change %
+3.75%
% of All Funds
14.59%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
103
Increased
301
Reduced
276
Closed
69
Calls
$86.7M
Puts
$61.6M
Net Calls
+$25.1M
Net Calls Change
+$47.9M
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
651
Dupont Capital Management
Delaware
$110K -$31.5K -267 -24%
SFSIG
652
San Francisco Sentry Investment Group
California
$110K +$20.7K +175 +25%
CT
653
Caldwell Trust
Florida
$108K +$29.9K +253 +42%
FWM
654
Focused Wealth Management
New York
$108K
EI
655
Ellevest Inc
New York
$108K +$54.8K +464 +118%
SC
656
Sawyer & Company
Massachusetts
$106K -$5.9K -50 -6%
DAM
657
Delta Asset Management
Tennessee
$103K
TFM
658
TFC Financial Management
Massachusetts
$100K
JWM
659
Janiczek Wealth Management
Colorado
$93K -$14.6K -124 -14%
MA
660
Montag & Associates
Georgia
$92K
HS
661
Horan Securities
United States
$89K
AWC
662
Abundance Wealth Counselors
Pennsylvania
$86K +$80.2K +679 New
MCA
663
Mercer Capital Advisers
New Jersey
$84K
MHR
664
Matthew Hamilton Rosenberg
$84K +$26.6K +225 +51%
APA
665
American Portfolios Advisors
New York
$81.4K -$1.77K -15 -2%
RWG
666
Regal Wealth Group
California
$79K
IBOK
667
Independence Bank of Kentucky
Kentucky
$78K -$86.2K -730 -54%
AS
668
Altshuler Shaham
Israel
$78K -$24.6K -208 -25%
BFC
669
Bedel Financial Consulting
Indiana
$76K +$70.8K +600 +30,000%
SIC
670
Salem Investment Counselors
North Carolina
$71K
CI
671
Cordant Inc
Oregon
$68K +$63.3K +536 New
CIA
672
CSat Investment Advisory
Michigan
$64K +$14.3K +121 +31%
NOI
673
Newton One Investments
Delaware
$60K +$472 +4 +0.9%
CMBA
674
C.M. Bidwell & Associates
Hawaii
$59K +$55.4K +469 New
DSC
675
Duncker Streett & Co
Missouri
$57K -$1.06K -9 -2%