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J.M. Smucker

842 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, 282 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 62

11% more call options, than puts

Call options by funds: $45.1M | Put options by funds: $40.7M

1% more funds holding

Funds holding: 831842 (+11)

7% more repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 282

1% more capital invested

Capital invested by funds: $12B → $12.1B (+$172M)

0.05% more ownership

Funds ownership: 87.6%87.64% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
842
Holders Change
+11
Holders Change %
+1.32%
% of All Funds
14.66%
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
282
Closed
62
Calls
$45.1M
Puts
$40.7M
Net Calls
+$4.37M
Net Calls Change
-$20.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PB
701
Pinnacle Bancorp
Nebraska
$54K
FFC
702
First Financial Corp
Indiana
$52K
PCTC
703
Perkins Coie Trust Company
Washington
$51K
FCM
704
Firestone Capital Management
Florida
$48K
BCA
705
Berman Capital Advisors
Georgia
$48K +$266 +2 +0.5%
EBA
706
Eagle Bay Advisors
New York
$46K +$46.5K +350 New
RDWM
707
Red Door Wealth Management
Tennessee
$46K +$47.5K +358 New
FWM
708
Filbrandt Wealth Management
Wisconsin
$45K
MMG
709
Monetary Management Group
Missouri
$45K
RDFA
710
Ritter Daniher Financial Advisory
Ohio
$43K
ACA
711
Atlas Capital Advisors
Wyoming
$42.5K +$12.1K +91 +38%
HCM
712
Highlander Capital Management
New Jersey
$42K
GRP
713
Global Retirement Partners
California
$40K +$398 +3 +1%
AA
714
Addison Advisors
Vermont
$39K +$40K +301 New
HPC
715
HM Payson & Co
Maine
$37K -$16.1K -121 -30%
IRC
716
Investors Research Corp
Georgia
$37K
CI
717
Cordant Inc
Oregon
$35K -$35.3K -266 -50%
NFG
718
Next Financial Group
Texas
$35K +$797 +6 +2%
LCM
719
Logan Capital Management
Pennsylvania
$35K +$30.4K +229 +533%
CFD
720
Creative Financial Designs
Indiana
$33K -$6.38K -48 -16%
BAMCO Inc
721
BAMCO Inc
New York
$33K
MFT
722
Moisand Fitzgerald Tamayo
Florida
$33K
PCG
723
Private Capital Group
Connecticut
$33K +$2.13K +16 +7%
IUHSA
724
Itau Unibanco Holding S.A.
Brazil
$33K +$33.7K +254 New
ASBI
725
American State Bank (Iowa)
Iowa
$32.4K

SJM Hedge Fund Activity: Q2 2021 in Review

842 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2021, worth a combined $12.1B — up 1.4% from $12B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new SJM positions and 62 closed out — a net gain of 19 holders — while 301 added to existing stakes and 282 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $70M. The largest seller was American Century Companies, cutting an estimated $86.4M.

  • 842 institutional investors held J.M. Smucker (SJM) as of Q2 2021, up from 831 in Q1 2021.
  • Funds reported $12.1B of J.M. Smucker stock for Q2 2021, up 1.4% quarter-over-quarter.
  • 81 funds opened new J.M. Smucker positions in Q2 2021 and 62 closed out, a net change of +19 holders.
  • The largest J.M. Smucker buyer in Q2 2021 was Morgan Stanley, an estimated $70M added.
  • The largest J.M. Smucker seller in Q2 2021 was American Century Companies, an estimated $86.4M sold.

Based on aggregated 13F filings for Q2 2021.