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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
KFA
701
Krane Funds Advisors
New York
$24K +$25K +205 New
ECM
702
Estabrook Capital Management
New York
$23K
EWM
703
Endurance Wealth Management
Rhode Island
$23K
ESB
704
Essex Savings Bank
Connecticut
$23K
PFSC
705
Peoples Financial Services Corp
Pennsylvania
$23K
VFA
706
Valeo Financial Advisors
Indiana
$22K -$60.9K -499 -72%
DOA
707
D'Orazio & Associates
Virginia
$22K +$122 +1 +0.5%
FPB
708
First PREMIER Bank
South Dakota
$21K
Walleye Capital
709
Walleye Capital
New York
$20K
LWANC
710
Laurel Wealth Advisors (North Carolina)
North Carolina
$19K
PFGIA
711
Patriot Financial Group Insurance Agency
Massachusetts
$18K -$488 -4 -2%
AF
712
Advisornet Financial
Minnesota
$17K
GRP
713
Global Retirement Partners
California
$16K +$7.69K +63 +86%
GAM
714
Gemmer Asset Management
California
$15K -$1.71K -14 -9%
CAW
715
Cornerstone Advisors (Washington)
Washington
$15K +$4.27K +35 +37%
RE
716
RBC Europe
United Kingdom
$14.9K +$3.54K +29 +29%
CTB
717
Country Trust Bank
Illinois
$14K
SSB
718
Sandy Spring Bank
Maryland
$14K
PCP
719
Proficio Capital Partners
Massachusetts
$14K +$488 +4 +4%
AIM
720
Anchor Investment Management
South Carolina
$13.2K +$1.59K +13 +13%
PCM
721
Peregrine Capital Management
Minnesota
$13K
BAMG
722
Brand Asset Management Group
Missouri
$12K
PK
723
Pflug Koory
Nebraska
$12K
TIM
724
Tortoise Investment Management
New York
$12K
TC
725
Truvestments Capital
Florida
$12K

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.