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J.M. Smucker

741 hedge funds and large institutions have $9.93B invested in J.M. Smucker in 2019 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 260 increasing their positions, 277 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $68.6M | Put options by funds: $61.4M

0.23% more ownership

Funds ownership: 78.99%79.22% (+0.23%)

4% less capital invested

Capital invested by funds: $10.3B → $9.93B (-$396M)

6% less repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 277

7% less funds holding

Funds holding: 798741 (-57)

54% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 102

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
741
Holders Change
-57
Holders Change %
-7.14%
% of All Funds
16.25%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
47
Increased
260
Reduced
277
Closed
102
Calls
$68.6M
Puts
$61.4M
Net Calls
+$7.23M
Net Calls Change
+$4.57M
Name Holding Trade Value Shares
Change
Change in
Stake
State of Wisconsin Investment Board
51
State of Wisconsin Investment Board
Wisconsin
$30.7M +$23.4M +210,012 +302%
SEI Investments
52
SEI Investments
Pennsylvania
$30.6M +$19.3M +173,378 +166%
DRZID
53
DePrince Race & Zollo Inc (DRZ)
Florida
$29.9M +$4.66M +41,848 +18%
Nordea Investment Management
54
Nordea Investment Management
Sweden
$29.8M +$1.03M +9,243 +4%
JIC
55
Johnson Investment Counsel
Ohio
$29.5M -$226K -2,027 -0.8%
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$28.7M +$66.9K +600 +0.2%
ORIO
57
Old Republic International (ORI)
Illinois
$28.2M +$2.67M +24,000 +10%
DLA
58
Douglas Lane & Associates
New York
$26.4M -$526K -4,721 -2%
Victory Capital Management
59
Victory Capital Management
Texas
$25M +$8.98M +80,615 +55%
UBS Group
60
UBS Group
Switzerland
$25M -$5.98M -53,652 -19%
JP Morgan Chase
61
JP Morgan Chase
New York
$24.5M -$1.57M -14,130 -6%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$24.4M +$879K +7,890 +4%
Ameriprise
63
Ameriprise
Minnesota
$23.6M +$937K +8,409 +4%
UIM
64
USS Investment Management
United Kingdom
$23.4M
GI
65
GAMCO Investors
Connecticut
$23.2M +$2.51M +22,550 +12%
Allianz Asset Management
66
Allianz Asset Management
Germany
$23.1M +$12.3M +110,717 +111%
T. Rowe Price Associates
67
T. Rowe Price Associates
Maryland
$23M +$823K +7,387 +4%
Wellington Management Group
68
Wellington Management Group
Massachusetts
$22.1M +$4.87M +43,650 +28%
BTS
69
BB&T Securities
Virginia
$21.3M -$205K -1,842 -0.9%
Barclays
70
Barclays
United Kingdom
$20.9M -$13.6M -121,938 -39%
VRS
71
Virginia Retirement Systems
Virginia
$20.9M +$602K +5,400 +3%
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$20.8M -$564K -5,063 -3%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$20.5M +$46.6K +418 +0.2%
TIA
74
Tandem Investment Advisors
South Carolina
$20.3M +$761K +6,825 +4%
RJA
75
Raymond James & Associates
Florida
$19.7M -$1.92M -17,264 -9%

SJM Hedge Fund Activity: Q3 2019 in Review

741 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q3 2019, worth a combined $9.93B — down 3.8% from $10.3B a quarter earlier.

Sellers outnumbered buyers: 102 funds closed out of SJM and 47 opened new positions — a net loss of 55 holders — while 277 trimmed existing stakes and 260 added.

The largest buyer was Fidelity Investments, adding an estimated $68.1M. The largest seller was Millennium Management, cutting an estimated $66.1M.

  • 741 institutional investors held J.M. Smucker (SJM) as of Q3 2019, down from 798 in Q2 2019.
  • Funds reported $9.93B of J.M. Smucker stock for Q3 2019, down 3.8% quarter-over-quarter.
  • 47 funds opened new J.M. Smucker positions in Q3 2019 and 102 closed out, a net change of -55 holders.
  • The largest J.M. Smucker buyer in Q3 2019 was Fidelity Investments, an estimated $68.1M added.
  • The largest J.M. Smucker seller in Q3 2019 was Millennium Management, an estimated $66.1M sold.

Based on aggregated 13F filings for Q3 2019.