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J.M. Smucker

798 hedge funds and large institutions have $10.3B invested in J.M. Smucker in 2019 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 253 increasing their positions, 303 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more call options, than puts

Call options by funds: $76.8M | Put options by funds: $74.1M

2% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 83

0.25% less ownership

Funds ownership: 79.23%78.99% (-0.25%)

2% less capital invested

Capital invested by funds: $10.5B → $10.3B (-$165M)

1% less funds holding

Funds holding: 808798 (-10)

17% less repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 303

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
798
Holders Change
-10
Holders Change %
-1.24%
% of All Funds
17.33%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
85
Increased
253
Reduced
303
Closed
83
Calls
$76.8M
Puts
$74.1M
Net Calls
+$2.66M
Net Calls Change
-$42.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PCTC
676
Perkins Coie Trust Company
Washington
$45K +$47.9K +392 New
HCM
677
Highlander Capital Management
New Jersey
$38K
GLI
678
Guardian Life Insurance
New York
$38K +$1.22K +10 +3%
BWA
679
BDO Wealth Advisors
Florida
$37K
MA
680
MUFG Americas
New York
$37K
SCA
681
Stonebridge Capital Advisors
Minnesota
$37K +$39.4K +323 New
BWA
682
Burt Wealth Advisors
Maryland
$35K -$15.8K -129 -30%
OSNBOA
683
Old Second National Bank of Aurora
Illinois
$35K
QAM
684
QCI Asset Management
New York
$34K
PMFA
685
Plante Moran Financial Advisors
Michigan
$33K
WCM
686
Whitener Capital Management
North Carolina
$33K +$12.2K +100 +52%
PFBT
687
Parkside Financial Bank & Trust
Missouri
$32K +$855 +7 +3%
JCM
688
Jacobi Capital Management
Pennsylvania
$31K
VanEck Associates
689
VanEck Associates
New York
$31K
ZB
690
Zions Bancorporation
Utah
$30K -$1.1K -9 -3%
GAM
691
Guinness Asset Management
United Kingdom
$30K +$10.9K +89 +53%
BAMCO Inc
692
BAMCO Inc
New York
$29K
MFT
693
Moisand Fitzgerald Tamayo
Florida
$29K
LC
694
Lindbrook Capital
California
$28K +$1.34K +11 +5%
ARMC
695
American Research & Management Company
Massachusetts
$27K
EFSCE
696
Enterprise Financial Services Corp (EFSC)
Missouri
$27K
VCM
697
Versant Capital Management
Arizona
$27K +$4.76K +39 +20%
RCAG
698
Rehmann Capital Advisory Group
Michigan
$25.9K -$29.3K -240 -52%
DAM
699
Delta Asset Management
Tennessee
$24K
SBL
700
Sargent Bickham Lagudis
Colorado
$24K +$122 +1 +0.5%

SJM Hedge Fund Activity: Q2 2019 in Review

798 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2019, worth a combined $10.3B — down 1.6% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new SJM positions and 83 closed out — a net gain of 2 holders — while 253 added to existing stakes and 303 trimmed.

The largest buyer was Nuveen, adding an estimated $71.8M. The largest seller was Citadel Advisors, cutting an estimated $88M.

  • 798 institutional investors held J.M. Smucker (SJM) as of Q2 2019, down from 808 in Q1 2019.
  • Funds reported $10.3B of J.M. Smucker stock for Q2 2019, down 1.6% quarter-over-quarter.
  • 85 funds opened new J.M. Smucker positions in Q2 2019 and 83 closed out, a net change of +2 holders.
  • The largest J.M. Smucker buyer in Q2 2019 was Nuveen, an estimated $71.8M added.
  • The largest J.M. Smucker seller in Q2 2019 was Citadel Advisors, an estimated $88M sold.

Based on aggregated 13F filings for Q2 2019.