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J.M. Smucker
SJM

757 hedge funds and large institutions have $10B invested in J.M. Smucker in 2020 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 223 increasing their positions, 310 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 2 → 8 (+6)

8% more call options, than puts

Call options by funds: $41.9M | Put options by funds: $38.6M

5% more capital invested

Capital invested by funds: $9.54B → $10B (+$475M)

0% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 94

1.18% less ownership

Funds ownership: 80.47% → 79.29% (-1.2%)

1% less funds holding

Funds holding: 768 → 757 (-11)

28% less repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 310

Holders
757
Holders Change
-11
Holders Change %
-1.43%
% of All Funds
16.68%
Holding in Top 10
8
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+300%
% of All Funds
0.18%
New
94
Increased
223
Reduced
310
Closed
94
Calls
$41.9M
Puts
$38.6M
Net Calls
+$3.27M
Net Calls Change
+$22M

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$51.9M
2
Wells Fargo
Wells Fargo
California
+$34.3M
3
Victory Capital Management
Victory Capital Management
Texas
+$32.9M
4
Renaissance Technologies
Renaissance Technologies
New York
+$32.8M
5
American Century Companies
American Century Companies
Missouri
+$29.7M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$72.5M
2
Morgan Stanley
Morgan Stanley
New York
-$63.7M
3
AI
Ariel Investments
Illinois
-$43.5M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$43.4M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$40.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
EARNEST Partners
701
EARNEST Partners
Georgia
$4K – – –
WAS
702
Winch Advisory Services
Wisconsin
$4K – – –
CBT
703
Capital Bank & Trust
California
$4K +$534 +5 +17%
GWS
704
Glassman Wealth Services
Virginia
$4K +$534 +5 +15%
EW
705
Evoke Wealth
California
$3.69K -$1.6K -15 -31%
RE
706
RBC Europe
United Kingdom
$3.22K – – –
CAL
707
Capital Advisors Ltd
Ohio
$3K – – –
JWA
708
JFS Wealth Advisors
Pennsylvania
$3K – – –
TCM
709
Tradewinds Capital Management
Washington
$3K – – –
EWM
710
Elmwood Wealth Management
California
$2.23K +$1.92K +18 New
TWA
711
TCI Wealth Advisors
Arizona
$2K -$214 -2 -12%
AF
712
Allworth Financial
California
$2K – – –
CHA
713
Carmichael Hill & Associates
Maryland
$2K – – –
EDRH
714
Edmond de Rothschild Holding
Switzerland
$2K – – –
RAM
715
Riggs Asset Management
Pennsylvania
$2K – – –
TPWA
716
TRUE Private Wealth Advisors
Oregon
$2K – – –
WEC
717
Winslow Evans & Crocker
Massachusetts
$2K – – –
CI
718
CX Institutional
Indiana
$2K +$214 +2 +11%
BBHC
719
Brown Brothers Harriman & Co
New York
$2K +$534 +5 +50%
FBT
720
First Bank & Trust
South Dakota
$2K +$1.92K +18 New
CFG
721
Citizens Financial Group
Rhode Island
$2K +$2.03K +19 New
SC
722
Stralem & Co
New York
$2K +$2.35K +22 New
WCM
723
Wealthcare Capital Management
Virginia
$1K -$2.25K -21 -64%
GI
724
Gradient Investments
Minnesota
$1K -$428 -4 -44%
CCA
725
Column Capital Advisors
Indiana
$1K – – –
27 28
29
30 31

SJM Hedge Fund Activity: Q1 2020 in Review

757 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q1 2020, worth a combined $10B — up 5% from $9.54B a quarter earlier.

Fund positioning in SJM was balanced in Q1 2020: 94 funds opened new positions, 94 closed out, 223 added to existing stakes and 310 trimmed.

The largest buyer was Invesco, adding an estimated $51.9M. The largest seller was Fidelity Investments, cutting an estimated $72.5M.

  • 757 institutional investors held J.M. Smucker (SJM) as of Q1 2020, down from 768 in Q4 2019.
  • Funds reported $10B of J.M. Smucker stock for Q1 2020, up 5% quarter-over-quarter.
  • 94 funds opened new J.M. Smucker positions in Q1 2020 and 94 closed out, a net change of 0 holders.
  • The largest J.M. Smucker buyer in Q1 2020 was Invesco, an estimated $51.9M added.
  • The largest J.M. Smucker seller in Q1 2020 was Fidelity Investments, an estimated $72.5M sold.

Based on aggregated 13F filings for Q1 2020.