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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
CT
676
Caldwell Trust
Florida
$111K
MAM
677
Meeder Asset Management
Ohio
$110K -$412K -3,099 -79%
JWM
678
Janiczek Wealth Management
Colorado
$106K +$11K +83 +11%
DAM
679
Delta Asset Management
Tennessee
$105K
SC
680
Sawyer & Company
Massachusetts
$103K -$5.31K -40 -5%
TFM
681
TFC Financial Management
Massachusetts
$102K
MA
682
Montag & Associates
Georgia
$94K
HS
683
Horan Securities
United States
$91K +$133 +1 +0.1%
KFI
684
Key Financial Inc
Pennsylvania
$88K +$46.7K +352 +110%
MHR
685
Matthew Hamilton Rosenberg
$86K
MCA
686
Mercer Capital Advisers
New Jersey
$86K
IBOK
687
Independence Bank of Kentucky
Kentucky
$80K -$664 -5 -0.8%
BU
688
BBVA USA
Alabama
$80K +$82.5K +621 New
APA
689
American Portfolios Advisors
New York
$79.3K -$4.12K -31 -5%
BFC
690
Bedel Financial Consulting
Indiana
$78K
MIFH
691
Migdal Insurance & Financial Holdings
Israel
$73K -$57.8K -435 -44%
SIC
692
Salem Investment Counselors
North Carolina
$73K
SCA
693
Stonebridge Capital Advisors
Minnesota
$73K +$38.4K +289 +101%
EL
694
EMFO LLC
Florida
$73K +$74.9K +564 New
NICM
695
Neo Ivy Capital Management
New York
$71K +$73.2K +551 New
CMBA
696
C.M. Bidwell & Associates
Hawaii
$67K +$6.24K +47 +10%
NOI
697
Newton One Investments
Delaware
$62K +$398 +3 +0.6%
EFSCE
698
Enterprise Financial Services Corp (EFSC)
Missouri
$59K
DSC
699
Duncker Streett & Co
Missouri
$58K
TPCW
700
TD Private Client Wealth
New York
$55.7K -$133 -1 -0.2%

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.