We are live on ! Find out more
SJM icon

J.M. Smucker

755 hedge funds and large institutions have $9.91B invested in J.M. Smucker in 2020 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 258 increasing their positions, 255 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.86% more ownership

Funds ownership: 79.29%82.15% (+2.9%)

4% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 91

1% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 255

0% less funds holding

Funds holding: 757755 (-2)

1% less capital invested

Capital invested by funds: $10B → $9.91B (-$107M)

14% less call options, than puts

Call options by funds: $35.9M | Put options by funds: $41.7M

63% less funds holding in top 10

Funds holding in top 10: 83 (-5)

Holders
755
Holders Change
-2
Holders Change %
-0.26%
% of All Funds
15.48%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.06%
New
95
Increased
258
Reduced
255
Closed
91
Calls
$35.9M
Puts
$41.7M
Net Calls
-$5.78M
Net Calls Change
-$9.05M
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
676
Sowa Financial Group
Rhode Island
$12K
LC
677
Lindbrook Capital
California
$11K -$3.15K -28 -22%
GAM
678
Gemmer Asset Management
California
$11K -$1.46K -13 -11%
TF
679
Tompkins Financial
New York
$11K -$112 -1 -1%
BCM
680
Birch Capital Management
Texas
$11K
LWANC
681
Laurel Wealth Advisors (North Carolina)
North Carolina
$11K
PK
682
Pflug Koory
Nebraska
$11K
RCA
683
Ranch Capital Advisors
Florida
$11K
TIM
684
Tortoise Investment Management
New York
$11K
PFGIA
685
Patriot Financial Group Insurance Agency
Massachusetts
$11K +$225 +2 +2%
BCA
686
Bray Capital Advisors
Florida
$10K
PCM
687
Peregrine Capital Management
Minnesota
$10K
HFA
688
Hoover Financial Advisors
Pennsylvania
$10K +$10.1K +90 New
ZB
689
Zions Bancorporation
Utah
$9K +$787 +7 +9%
BWM
690
Baystate Wealth Management
Massachusetts
$8K
BL
691
Balentine LLC
Georgia
$8K +$449 +4 +5%
BCA
692
Berman Capital Advisors
Georgia
$8K +$1.24K +11 +16%
CFG
693
Citizens Financial Group
Rhode Island
$8K +$6.52K +58 +305%
VCM
694
Versant Capital Management
Arizona
$7K -$337 -3 -4%
PW
695
Price Wealth
Texas
$7K
GWS
696
Glassman Wealth Services
Virginia
$7K +$3.26K +29 +76%
TFA
697
Transamerica Financial Advisors
Florida
$7K +$7.3K +65 New
CWC
698
Carolinas Wealth Consulting
North Carolina
$7K +$7.42K +66 New
GEA
699
Glen Eagle Advisors
New Jersey
$6.45K +$112 +1 +2%
TI
700
Truehand Inc
New Hampshire
$6K -$225 -2 -3%

SJM Hedge Fund Activity: Q2 2020 in Review

755 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2020, worth a combined $9.91B — down 1.1% from $10B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new SJM positions and 91 closed out — a net gain of 4 holders — while 258 added to existing stakes and 255 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $103M. The largest seller was Fidelity Investments, cutting an estimated $154M.

  • 755 institutional investors held J.M. Smucker (SJM) as of Q2 2020, down from 757 in Q1 2020.
  • Funds reported $9.91B of J.M. Smucker stock for Q2 2020, down 1.1% quarter-over-quarter.
  • 95 funds opened new J.M. Smucker positions in Q2 2020 and 91 closed out, a net change of +4 holders.
  • The largest J.M. Smucker buyer in Q2 2020 was Renaissance Technologies, an estimated $103M added.
  • The largest J.M. Smucker seller in Q2 2020 was Fidelity Investments, an estimated $154M sold.

Based on aggregated 13F filings for Q2 2020.