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J.M. Smucker
SJM

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: 798 → 741 (-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: 5 → 2 (-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

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$68.1M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$62.4M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$45.1M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$32.5M
5
CIP
Champlain Investment Partners
Vermont
+$30M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$66.1M
2
Prudential Financial
Prudential Financial
New Jersey
-$45.6M
3
WCM
Wedge Capital Management
North Carolina
-$33.7M
4
N
Nuveen
North Carolina
-$31.7M
5
Citadel Advisors
Citadel Advisors
Florida
-$31.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
701
JFS Wealth Advisors
Pennsylvania
$3K – – –
TCM
702
Tradewinds Capital Management
Washington
$3K – – –
WWM
703
Willingdon Wealth Management
North Carolina
$3K +$2.67K +24 New
AIS
704
Accurate Investment Solutions
Pennsylvania
$2K – – –
AF
705
Allworth Financial
California
$2K – – –
EDRH
706
Edmond de Rothschild Holding
Switzerland
$2K – – –
EWA
707
Evolution Wealth Advisors
Florida
$2K – – –
PO
708
Private Ocean
California
$2K – – –
RAM
709
Riggs Asset Management
Pennsylvania
$2K – – –
WEC
710
Winslow Evans & Crocker
Massachusetts
$2K – – –
EI
711
Ellevest Inc
New York
$2K +$1.56K +14 New
PWP
712
Personal Wealth Partners
Minnesota
$2K +$1.67K +15 New
PWMG
713
Prestige Wealth Management Group
New Jersey
$2K +$2.01K +18 New
GWAG
714
Garrett Wealth Advisory Group
Texas
$1.32K +$1.34K +12 New
GI
715
Gradient Investments
Minnesota
$1K -$7.25K -65 -86%
TWA
716
TCI Wealth Advisors
Arizona
$1K -$446 -4 -33%
FEG
717
Financial Enhancement Group
Indiana
$1K – – –
FPFS
718
First Personal Financial Services
North Carolina
$1K – – –
KTC
719
Kistler-Tiffany Companies
Pennsylvania
$1K – – –
SNT
720
Security National Trust
West Virginia
$1K – – –
SIS
721
Sound Income Strategies
Florida
$1K – – –
TFS
722
TrustCore Financial Services
Tennessee
$1K – – –
WCM
723
Wealthcare Capital Management
Virginia
$1K – – –
WCG
724
Weaver Consulting Group
California
$1K – – –
NR
725
Newfound Research
Massachusetts
$1K +$111 +1 +13%
27 28
29
30 31

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.