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J.M. Smucker

842 hedge funds and large institutions have $12.1B invested in J.M. Smucker in 2021 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 301 increasing their positions, 282 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 62

11% more call options, than puts

Call options by funds: $45.1M | Put options by funds: $40.7M

1% more funds holding

Funds holding: 831842 (+11)

7% more repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 282

1% more capital invested

Capital invested by funds: $12B → $12.1B (+$172M)

0.05% more ownership

Funds ownership: 87.6%87.64% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
842
Holders Change
+11
Holders Change %
+1.32%
% of All Funds
14.66%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
81
Increased
301
Reduced
282
Closed
62
Calls
$45.1M
Puts
$40.7M
Net Calls
+$4.37M
Net Calls Change
-$20.7M
Name Holding Trade Value Shares
Change
Change in
Stake
VanEck Associates
651
VanEck Associates
New York
$185K +$47.4K +357 +33%
EI
652
Ellevest Inc
New York
$184K +$75K +565 +66%
SWA
653
Sutton Wealth Advisors
Florida
$180K
IA
654
IFP Advisors
Florida
$176K +$21K +158 +12%
MAWCM
655
Mine & Arao Wealth Creation & Management
California
$174K +$531 +4 +0.3%
BG
656
Bollard Group
Massachusetts
$172K +$1.2K +9 +0.7%
NIM
657
NuWave Investment Management
New Jersey
$172K +$176K +1,325 New
Carson Wealth (CWM LLC)
658
Carson Wealth (CWM LLC)
Nebraska
$171K
BAM
659
Belpointe Asset Management
Nevada
$170K +$40.2K +303 +30%
WT
660
Whittier Trust
California
$167K
AIG
661
American International Group
New York
$154K -$17.1M -129,069 -10%
HBT
662
Hills Bank & Trust
Iowa
$142K
KC
663
Knuff & Co
California
$139K
AWA
664
Arkadios Wealth Advisors
Georgia
$139K +$98.8K +744 +221%
DMBA
665
Deseret Mutual Benefit Administrators
Utah
$131K +$134K +1,009 New
FGAM
666
Financial Gravity Asset Management
Texas
$130K -$797 -6 -8%
FMT
667
First Mercantile Trust
Tennessee
$120K -$12K -90 -9%
MCM
668
Manchester Capital Management
Vermont
$118K -$266 -2 -0.2%
KPCM
669
Kings Point Capital Management
New York
$118K +$87.9K +662 +265%
FWM
670
Focused Wealth Management
New York
$117K +$6.64K +50 +6%
WAM
671
Wolverine Asset Management
Illinois
$116K -$44.6K -336 -27%
ICM
672
Islay Capital Management
Texas
$116K -$14.9K -112 -11%
AA
673
AlphaMark Advisors
Kentucky
$115K +$266 +2 +0.2%
SFSIG
674
San Francisco Sentry Investment Group
California
$113K
JEST
675
JTC Employer Solutions Trustee
Jersey
$111K +$114K +860 New

SJM Hedge Fund Activity: Q2 2021 in Review

842 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2021, worth a combined $12.1B — up 1.4% from $12B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new SJM positions and 62 closed out — a net gain of 19 holders — while 301 added to existing stakes and 282 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $70M. The largest seller was American Century Companies, cutting an estimated $86.4M.

  • 842 institutional investors held J.M. Smucker (SJM) as of Q2 2021, up from 831 in Q1 2021.
  • Funds reported $12.1B of J.M. Smucker stock for Q2 2021, up 1.4% quarter-over-quarter.
  • 81 funds opened new J.M. Smucker positions in Q2 2021 and 62 closed out, a net change of +19 holders.
  • The largest J.M. Smucker buyer in Q2 2021 was Morgan Stanley, an estimated $70M added.
  • The largest J.M. Smucker seller in Q2 2021 was American Century Companies, an estimated $86.4M sold.

Based on aggregated 13F filings for Q2 2021.