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J.M. Smucker
SJM

Overview Fund Activity

838 hedge funds and large institutions have $12.1B invested in J.M. Smucker in 2021 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 301 increasing their positions, 280 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
838
Holders Change
+11
Holders Change %
+1.33%
% of All Funds
14.63%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
81
Increased
301
Reduced
280
Closed
62
Calls
$45.1M
Puts
$40.7M
Net Calls
+$4.37M
Net Calls Change
-$20.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$68.3M
2
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
+$43.7M
3
UBS Group
UBS Group
Switzerland
+$32.2M
4
OSAM
O'Shaughnessy Asset Management
Connecticut
+$30.6M
5
Squarepoint
Squarepoint
New York
+$26.4M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$84.3M
2
Two Sigma Advisers
Two Sigma Advisers
New York
-$58.1M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$49.3M
4
Holocene Advisors
Holocene Advisors
New York
-$39.3M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$36.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCM
701
Firestone Capital Management
Florida
$48K – – –
BCA
702
Berman Capital Advisors
Georgia
$48K +$255 +2 +0.5%
EBA
703
Eagle Bay Advisors
New York
$46K +$46K +350 New
RDWM
704
Red Door Wealth Management
Tennessee
$46K +$46K +358 New
FWM
705
Filbrandt Wealth Management
Wisconsin
$45K – – –
MMG
706
Monetary Management Group
Missouri
$45K – – –
RDFA
707
Ritter Daniher Financial Advisory
Ohio
$43K – – –
ACA
708
Atlas Capital Advisors
Wyoming
$42.5K +$11.8K +91 +38%
HCM
709
Highlander Capital Management
New Jersey
$42K – – –
GRP
710
Global Retirement Partners
California
$40K +$392 +3 +1%
AA
711
Addison Advisors
Vermont
$39K +$39K +301 New
HPC
712
HM Payson & Co
Maine
$37K -$15.5K -121 -30%
IRC
713
Investors Research Corp
Georgia
$37K – – –
CI
714
Cordant Inc
Oregon
$35K -$34.5K -266 -50%
NFG
715
Next Financial Group
Texas
$35K +$772 +6 +2%
LCM
716
Logan Capital Management
Pennsylvania
$35K +$29.5K +229 +533%
CFD
717
Creative Financial Designs
Indiana
$33K -$6.19K -48 -16%
BAMCO Inc
718
BAMCO Inc
New York
$33K – – –
MFT
719
Moisand Fitzgerald Tamayo
Florida
$33K – – –
PCG
720
Private Capital Group
Connecticut
$33K +$2.08K +16 +7%
IUHSA
721
Itau Unibanco Holding S.A.
Brazil
$33K +$33K +254 New
PFGIA
722
Patriot Financial Group Insurance Agency
Massachusetts
$32K – – –
DAC
723
Dividend Assets Capital
South Carolina
$29K – – –
HIA
724
Harbor Investment Advisory
Maryland
$29K – – –
ECM
725
Estabrook Capital Management
New York
$28.5K -$1.68K -13 -6%
27 28
29
30 31