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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
ECM
701
Estabrook Capital Management
New York
$21.5K
BWP
702
Baldwin Wealth Partners
Massachusetts
$21K
PFSC
703
Peoples Financial Services Corp
Pennsylvania
$21K
BWM
704
Baystate Wealth Management
Massachusetts
$21K +$112 +1 +0.5%
APA
705
American Portfolios Advisors
New York
$19.6K
TCM
706
Tradewinds Capital Management
Washington
$19K
AF
707
Advisornet Financial
Minnesota
$17K -$3.37K -30 -16%
WTC
708
WhitTier Trust Company
Nevada
$16K -$16.8K -150 -50%
PK
709
Pflug Koory
Nebraska
$16K -$11.2K -100 -40%
AWA
710
Acorn Wealth Advisors
Michigan
$16K +$112 +1 +0.7%
GAM
711
Gemmer Asset Management
California
$16K +$112 +1 +0.7%
OIA
712
OneDigital Investment Advisors
Kansas
$16K +$16.3K +145 +7,250%
TAM
713
Trust Asset Management
Texas
$16K +$16.3K +145 New
RWA
714
River Wealth Advisors
Pennsylvania
$16K +$17.2K +153 New
FMII
715
Farmers & Merchants Investments Inc
Nebraska
$15K +$11.2K +100 +263%
VCM
716
Versant Capital Management
Arizona
$14K -$1.91K -17 -11%
MSE
717
MUFG Securities EMEA
United Kingdom
$14K +$14.3K +127 New
SFSIG
718
San Francisco Sentry Investment Group
California
$13K -$5.61K -50 -30%
SSB
719
Sandy Spring Bank
Maryland
$13K -$3.26K -29 -19%
CPIG
720
Chicago Partners Investment Group
Illinois
$13K
CTB
721
Country Trust Bank
Illinois
$13K
BWA
722
BDO Wealth Advisors
Florida
$13K +$112 +1 +0.9%
TFS
723
TrustCore Financial Services
Tennessee
$13K +$898 +8 +7%
DSI
724
Daiwa SB Investments
Japan
$13K +$13.5K +120 New
Rockefeller Capital Management
725
Rockefeller Capital Management
New York
$12K -$24.7K -220 -67%

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.