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J.M. Smucker

798 hedge funds and large institutions have $10.3B invested in J.M. Smucker in 2019 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 253 increasing their positions, 303 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more call options, than puts

Call options by funds: $76.8M | Put options by funds: $74.1M

2% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 83

0.25% less ownership

Funds ownership: 79.23%78.99% (-0.25%)

2% less capital invested

Capital invested by funds: $10.5B → $10.3B (-$165M)

1% less funds holding

Funds holding: 808798 (-10)

17% less repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 303

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
798
Holders Change
-10
Holders Change %
-1.24%
% of All Funds
17.33%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
85
Increased
253
Reduced
303
Closed
83
Calls
$76.8M
Puts
$74.1M
Net Calls
+$2.66M
Net Calls Change
-$42.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
51
Becker Capital Management
Oregon
$29.1M -$1.08M -8,855 -3%
DLA
52
Douglas Lane & Associates
New York
$28.2M -$2.21M -18,097 -7%
AllianceBernstein
53
AllianceBernstein
Tennessee
$28.1M -$2.56M -21,006 -8%
JP Morgan Chase
54
JP Morgan Chase
New York
$27.7M -$1.18M -9,698 -4%
Skandinaviska Enskilda Banken (SEB)
55
Skandinaviska Enskilda Banken (SEB)
Sweden
$27.5M +$7.02M +57,508 +32%
ORIO
56
Old Republic International (ORI)
Illinois
$26.7M
DRZID
57
DePrince Race & Zollo Inc (DRZ)
Florida
$26.5M -$4.41M -36,154 -14%
AC
58
Armistice Capital
New York
$25.8M +$15.1M +124,000 +124%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$24.6M +$3.02M +24,755 +13%
UIM
60
USS Investment Management
United Kingdom
$24.5M -$2.91M -23,800 -10%
Ameriprise
61
Ameriprise
Minnesota
$23.8M -$1.1M -8,984 -4%
T. Rowe Price Associates
62
T. Rowe Price Associates
Maryland
$23.2M +$375K +3,072 +2%
RJA
63
Raymond James & Associates
Florida
$22.6M -$3.15M -25,803 -12%
BTS
64
BB&T Securities
Virginia
$22.5M +$680K +5,568 +3%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$22.3M -$1.06M -8,673 -4%
CCMG
66
Clark Capital Management Group
Pennsylvania
$22M -$4.61M -37,768 -17%
GI
67
GAMCO Investors
Connecticut
$21.7M -$1.73M -14,150 -7%
Canada Pension Plan Investment Board
68
Canada Pension Plan Investment Board
Ontario, Canada
$21.6M +$22.7M +185,841 +12,608%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$21.4M +$95.5K +782 +0.4%
VRS
70
Virginia Retirement Systems
Virginia
$21.2M +$2M +16,400 +10%
TIA
71
Tandem Investment Advisors
South Carolina
$20.5M +$1.65M +13,534 +8%
PI
72
PGGM Investments
Netherlands
$20M
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$19.7M -$464K -3,798 -2%
MAM
74
Martingale Asset Management
Massachusetts
$19.6M +$11.1M +91,117 +115%
Principal Financial Group
75
Principal Financial Group
Iowa
$19.5M -$37K -303 -0.2%

SJM Hedge Fund Activity: Q2 2019 in Review

798 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2019, worth a combined $10.3B — down 1.6% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new SJM positions and 83 closed out — a net gain of 2 holders — while 253 added to existing stakes and 303 trimmed.

The largest buyer was Nuveen, adding an estimated $71.8M. The largest seller was Citadel Advisors, cutting an estimated $88M.

  • 798 institutional investors held J.M. Smucker (SJM) as of Q2 2019, down from 808 in Q1 2019.
  • Funds reported $10.3B of J.M. Smucker stock for Q2 2019, down 1.6% quarter-over-quarter.
  • 85 funds opened new J.M. Smucker positions in Q2 2019 and 83 closed out, a net change of +2 holders.
  • The largest J.M. Smucker buyer in Q2 2019 was Nuveen, an estimated $71.8M added.
  • The largest J.M. Smucker seller in Q2 2019 was Citadel Advisors, an estimated $88M sold.

Based on aggregated 13F filings for Q2 2019.