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J.M. Smucker

810 hedge funds and large institutions have $10.3B invested in J.M. Smucker in 2018 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 292 increasing their positions, 268 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.72% more ownership

Funds ownership: 80.53%84.25% (+3.7%)

9% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 85

9% more repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 268

0% more funds holding

Funds holding: 809810 (+1)

9% less capital invested

Capital invested by funds: $11.3B → $10.3B (-$1.05B)

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

47% less call options, than puts

Call options by funds: $111M | Put options by funds: $211M

Holders
810
Holders Change
+1
Holders Change %
+0.12%
% of All Funds
18.54%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.18%
New
93
Increased
292
Reduced
268
Closed
85
Calls
$111M
Puts
$211M
Net Calls
-$99.5M
Net Calls Change
-$125M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
51
Armistice Capital
New York
$34.8M +$36.4M +324,000 New
JIC
52
Johnson Investment Counsel
Ohio
$34.7M +$2.21M +19,664 +6%
PCM
53
Polaris Capital Management
Massachusetts
$34M -$14.4M -128,200 -29%
FWIA
54
Fort Washington Investment Advisors
Ohio
$33.3M +$707K +6,300 +2%
Wellington Management Group
55
Wellington Management Group
Massachusetts
$32.3M +$27M +240,604 +399%
KBC Group
56
KBC Group
Belgium
$31.8M +$1.17M +10,413 +4%
GT
57
Glenmede Trust
Pennsylvania
$31M +$7.76M +69,075 +32%
GAM
58
Gotham Asset Management
New York
$30.5M +$19.8M +176,660 +165%
Federated Hermes
59
Federated Hermes
Pennsylvania
$29.9M +$112K +998 +0.4%
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$29.6M -$11.3M -100,900 -27%
Barclays
61
Barclays
United Kingdom
$28.9M -$9.58M -85,360 -24%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$28.4M -$78.5M -699,191 -73%
PI
63
PGGM Investments
Netherlands
$28.3M
Mitsubishi UFJ Trust & Banking
64
Mitsubishi UFJ Trust & Banking
Japan
$27.8M -$3.81M -33,923 -12%
RP
65
Reinhart Partners
Wisconsin
$27.5M +$7.03M +62,573 +32%
AAMU
66
Amundi Asset Management US
Massachusetts
$27.2M -$2.37M -21,074 -8%
DRZID
67
DePrince Race & Zollo Inc (DRZ)
Florida
$25.9M +$2.1M +18,704 +8%
State of Wisconsin Investment Board
68
State of Wisconsin Investment Board
Wisconsin
$25.2M -$6.67M -59,412 -20%
Principal Financial Group
69
Principal Financial Group
Iowa
$25.2M -$5.6M -49,859 -18%
CIM
70
Corda Investment Management
Texas
$22.8M -$2.03M -18,067 -8%
CS
71
Credit Suisse
Switzerland
$22.6M -$168K -1,494 -0.7%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$22.4M +$1.9M +16,880 +9%
RhumbLine Advisers
73
RhumbLine Advisers
Massachusetts
$22.1M -$1.26M -11,259 -5%
TCIM
74
TIAA CREF Investment Management
New York
$21.2M -$3.76M -33,467 -15%
Canada Life
75
Canada Life
Manitoba, Canada
$21M +$3.04M +27,091 +16%

SJM Hedge Fund Activity: Q2 2018 in Review

810 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2018, worth a combined $10.3B — down 9.3% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new SJM positions and 85 closed out — a net gain of 8 holders — while 292 added to existing stakes and 268 trimmed.

The largest buyer was Vanguard Group, adding an estimated $105M. The largest seller was PNC Financial Services Group, cutting an estimated $78.5M.

  • 810 institutional investors held J.M. Smucker (SJM) as of Q2 2018, up from 809 in Q1 2018.
  • Funds reported $10.3B of J.M. Smucker stock for Q2 2018, down 9.3% quarter-over-quarter.
  • 93 funds opened new J.M. Smucker positions in Q2 2018 and 85 closed out, a net change of +8 holders.
  • The largest J.M. Smucker buyer in Q2 2018 was Vanguard Group, an estimated $105M added.
  • The largest J.M. Smucker seller in Q2 2018 was PNC Financial Services Group, an estimated $78.5M sold.

Based on aggregated 13F filings for Q2 2018.