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J.M. Smucker

741 hedge funds and large institutions have $9.93B invested in J.M. Smucker in 2019 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 260 increasing their positions, 277 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $68.6M | Put options by funds: $61.4M

0.23% more ownership

Funds ownership: 78.99%79.22% (+0.23%)

4% less capital invested

Capital invested by funds: $10.3B → $9.93B (-$396M)

6% less repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 277

7% less funds holding

Funds holding: 798741 (-57)

54% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 102

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
741
Holders Change
-57
Holders Change %
-7.14%
% of All Funds
16.25%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
47
Increased
260
Reduced
277
Closed
102
Calls
$68.6M
Puts
$61.4M
Net Calls
+$7.23M
Net Calls Change
+$4.57M
Name Holding Trade Value Shares
Change
Change in
Stake
PCG
676
Private Capital Group
Connecticut
$10K +$10.5K +94 New
Marshall Wace
677
Marshall Wace
United Kingdom
$9K -$4.61M -41,330 -100%
WAP
678
Wealthcare Advisory Partners
Pennsylvania
$8K
BWM
679
Baystate Wealth Management
Massachusetts
$8K +$111 +1 +1%
BCA
680
Berman Capital Advisors
Georgia
$7K -$1K -9 -12%
GEA
681
Glen Eagle Advisors
New Jersey
$6.54K
LFG
682
LifePlan Financial Group
Ohio
$6K -$1K -9 -13%
FMII
683
Farmers & Merchants Investments Inc
Nebraska
$6K
HR
684
Howe & Rusling
New York
$6K
TI
685
Truehand Inc
New Hampshire
$6K
VRM
686
Vectors Research Management
New York
$6K
EW
687
Evoke Wealth
California
$4.96K +$5.01K +45 New
WPA
688
West Paces Advisors
Georgia
$4.95K
GT
689
Glenmede Trust
Pennsylvania
$4.58K +$156K +1,398 +3%
EARNEST Partners
690
EARNEST Partners
Georgia
$4K
IRC
691
Investors Research Corp
Georgia
$4K
WAS
692
Winch Advisory Services
Wisconsin
$4K +$111 +1 +3%
CI
693
CX Institutional
Indiana
$4K +$334 +3 +10%
AIC
694
Ameritas Investment Company
Nebraska
$4K +$3.79K +34 New
ClearBridge Investments
695
ClearBridge Investments
New York
$4K +$4.35K +39 New
RA
696
Rational Advisors
New York
$3K -$60.6K -544 -95%
FGAM
697
Financial Gravity Asset Management
Texas
$3K -$3.34K -30 -57%
GWS
698
Glassman Wealth Services
Virginia
$3K -$334 -3 -10%
CAL
699
Capital Advisors Ltd
Ohio
$3K
CBT
700
Capital Bank & Trust
California
$3K

SJM Hedge Fund Activity: Q3 2019 in Review

741 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q3 2019, worth a combined $9.93B — down 3.8% from $10.3B a quarter earlier.

Sellers outnumbered buyers: 102 funds closed out of SJM and 47 opened new positions — a net loss of 55 holders — while 277 trimmed existing stakes and 260 added.

The largest buyer was Fidelity Investments, adding an estimated $68.1M. The largest seller was Millennium Management, cutting an estimated $66.1M.

  • 741 institutional investors held J.M. Smucker (SJM) as of Q3 2019, down from 798 in Q2 2019.
  • Funds reported $9.93B of J.M. Smucker stock for Q3 2019, down 3.8% quarter-over-quarter.
  • 47 funds opened new J.M. Smucker positions in Q3 2019 and 102 closed out, a net change of -55 holders.
  • The largest J.M. Smucker buyer in Q3 2019 was Fidelity Investments, an estimated $68.1M added.
  • The largest J.M. Smucker seller in Q3 2019 was Millennium Management, an estimated $66.1M sold.

Based on aggregated 13F filings for Q3 2019.