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J.M. Smucker

755 hedge funds and large institutions have $9.91B invested in J.M. Smucker in 2020 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 258 increasing their positions, 255 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.86% more ownership

Funds ownership: 79.29%82.15% (+2.9%)

4% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 91

1% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 255

0% less funds holding

Funds holding: 757755 (-2)

1% less capital invested

Capital invested by funds: $10B → $9.91B (-$107M)

14% less call options, than puts

Call options by funds: $35.9M | Put options by funds: $41.7M

63% less funds holding in top 10

Funds holding in top 10: 83 (-5)

Holders
755
Holders Change
-2
Holders Change %
-0.26%
% of All Funds
15.48%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.06%
New
95
Increased
258
Reduced
255
Closed
91
Calls
$35.9M
Puts
$41.7M
Net Calls
-$5.78M
Net Calls Change
-$9.05M
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
701
Farmers & Merchants Investments Inc
Nebraska
$6K
LFG
702
LifePlan Financial Group
Ohio
$6K
VRM
703
Vectors Research Management
New York
$6K
BWA
704
BDO Wealth Advisors
Florida
$6K +$562 +5 +10%
RIM
705
Rockbridge Investment Management
New York
$6K +$5.84K +52 New
FMTCOCP
706
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K
SC
707
Steph & Co
Wisconsin
$5K
CI
708
CX Institutional
Indiana
$5K +$3.03K +27 +135%
WPA
709
West Paces Advisors
Georgia
$4.76K
EARNEST Partners
710
EARNEST Partners
Georgia
$4K
HIM
711
Hillsdale Investment Management
Ontario, Canada
$4K +$4.5K +40 New
RE
712
RBC Europe
United Kingdom
$3.07K
EW
713
Evoke Wealth
California
$3K -$337 -3 -9%
CAL
714
Capital Advisors Ltd
Ohio
$3K
JCM
715
Jacobi Capital Management
Pennsylvania
$3K
JWA
716
JFS Wealth Advisors
Pennsylvania
$3K
TCM
717
Tradewinds Capital Management
Washington
$3K
WAS
718
Winch Advisory Services
Wisconsin
$3K
AF
719
Allworth Financial
California
$3K +$225 +2 +9%
CHA
720
Carmichael Hill & Associates
Maryland
$2K
EDRH
721
Edmond de Rothschild Holding
Switzerland
$2K
RAM
722
Riggs Asset Management
Pennsylvania
$2K
SC
723
Stralem & Co
New York
$2K
BBHC
724
Brown Brothers Harriman & Co
New York
$2K +$449 +4 +27%
EWA
725
Evolution Wealth Advisors
Florida
$2K +$2.13K +19 New

SJM Hedge Fund Activity: Q2 2020 in Review

755 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2020, worth a combined $9.91B — down 1.1% from $10B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new SJM positions and 91 closed out — a net gain of 4 holders — while 258 added to existing stakes and 255 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $103M. The largest seller was Fidelity Investments, cutting an estimated $154M.

  • 755 institutional investors held J.M. Smucker (SJM) as of Q2 2020, down from 757 in Q1 2020.
  • Funds reported $9.91B of J.M. Smucker stock for Q2 2020, down 1.1% quarter-over-quarter.
  • 95 funds opened new J.M. Smucker positions in Q2 2020 and 91 closed out, a net change of +4 holders.
  • The largest J.M. Smucker buyer in Q2 2020 was Renaissance Technologies, an estimated $103M added.
  • The largest J.M. Smucker seller in Q2 2020 was Fidelity Investments, an estimated $154M sold.

Based on aggregated 13F filings for Q2 2020.