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J.M. Smucker

810 hedge funds and large institutions have $10.3B invested in J.M. Smucker in 2018 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 292 increasing their positions, 268 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.72% more ownership

Funds ownership: 80.53%84.25% (+3.7%)

9% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 85

9% more repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 268

0% more funds holding

Funds holding: 809810 (+1)

9% less capital invested

Capital invested by funds: $11.3B → $10.3B (-$1.05B)

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

47% less call options, than puts

Call options by funds: $111M | Put options by funds: $211M

Holders
810
Holders Change
+1
Holders Change %
+0.12%
% of All Funds
18.54%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.18%
New
93
Increased
292
Reduced
268
Closed
85
Calls
$111M
Puts
$211M
Net Calls
-$99.5M
Net Calls Change
-$125M
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
676
Bay Colony Advisors
Massachusetts
$38K +$39.4K +351 New
AIM
677
Anchor Investment Management
South Carolina
$37.8K
KPCM
678
Kings Point Capital Management
New York
$36K
HCM
679
Highlander Capital Management
New Jersey
$35K
GLI
680
Guardian Life Insurance
New York
$34K +$5.84K +52 +20%
SLF
681
Sun Life Financial
Ontario, Canada
$33K +$27.4K +244 +381%
OSNBOA
682
Old Second National Bank of Aurora
Illinois
$32K
CFD
683
Creative Financial Designs
Indiana
$32K +$225 +2 +0.7%
PMFA
684
Plante Moran Financial Advisors
Michigan
$31K -$5.28K -47 -14%
MFW
685
Mosaic Family Wealth
Missouri
$31K
AF
686
Allworth Financial
California
$31K +$898 +8 +3%
FPFS
687
First Personal Financial Services
North Carolina
$30K -$17.4K -155 -36%
BAMCO Inc
688
BAMCO Inc
New York
$27K
GFP
689
Gryphon Financial Partners
Ohio
$27K
MFT
690
Moisand Fitzgerald Tamayo
Florida
$27K
EFSCE
691
Enterprise Financial Services Corp (EFSC)
Missouri
$27K +$1.12K +10 +4%
KA
692
Kaizen Advisory
Illinois
$27K +$15.9K +142 +129%
PFBT
693
Parkside Financial Bank & Trust
Missouri
$26K -$17.2K -153 -38%
ARMC
694
American Research & Management Company
Massachusetts
$26K
SIAS
695
Shine Investment Advisory Services
Colorado
$26K
AssetMark Inc
696
AssetMark Inc
California
$26K +$14.3K +127 +109%
IBOK
697
Independence Bank of Kentucky
Kentucky
$24K
FGAM
698
Financial Gravity Asset Management
Texas
$24K +$19K +169 +360%
SBL
699
Sargent Bickham Lagudis
Colorado
$22K -$39.6K -353 -63%
EWM
700
Edge Wealth Management
New York
$22K +$23K +205 New

SJM Hedge Fund Activity: Q2 2018 in Review

810 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2018, worth a combined $10.3B — down 9.3% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new SJM positions and 85 closed out — a net gain of 8 holders — while 292 added to existing stakes and 268 trimmed.

The largest buyer was Vanguard Group, adding an estimated $105M. The largest seller was PNC Financial Services Group, cutting an estimated $78.5M.

  • 810 institutional investors held J.M. Smucker (SJM) as of Q2 2018, up from 809 in Q1 2018.
  • Funds reported $10.3B of J.M. Smucker stock for Q2 2018, down 9.3% quarter-over-quarter.
  • 93 funds opened new J.M. Smucker positions in Q2 2018 and 85 closed out, a net change of +8 holders.
  • The largest J.M. Smucker buyer in Q2 2018 was Vanguard Group, an estimated $105M added.
  • The largest J.M. Smucker seller in Q2 2018 was PNC Financial Services Group, an estimated $78.5M sold.

Based on aggregated 13F filings for Q2 2018.