We are live on ! Find out more
SJM icon

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
MWM
726
MinichMacGregor Wealth Management
New York
$12K
CHP
727
Cable Hill Partners
Oregon
$12K +$7.64K +68 +170%
PCM
728
Peregrine Capital Management
Minnesota
$12K +$12.4K +110 New
M
729
MOTCO
Texas
$11K -$11.2K -100 -50%
GBBWRPM
730
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$11K
WA
731
WealthTrust-Arizona
Arizona
$11K
BAMG
732
Brand Asset Management Group
Missouri
$11K +$11.2K +100 New
CAC
733
Certified Advisory Corp
Florida
$11K +$11.5K +102 New
RE
734
RBC Europe
United Kingdom
$10.7K -$29.2K -260 -72%
HR
735
Howe & Rusling
New York
$10K +$2.36K +21 +29%
GAM
736
Guinness Asset Management
United Kingdom
$9K
MA
737
MCF Advisors
Kentucky
$9K
FNB
738
Farmers National Bank
Kentucky
$8K
HT
739
Heritage Trust
Oklahoma
$8K
JFA
740
JNBA Financial Advisors
Minnesota
$8K
WAP
741
Wealthcare Advisory Partners
Pennsylvania
$8K
WPW
742
Winthrop Partners - WNY
New York
$7.95K -$898 -8 -10%
DOA
743
D'Orazio & Associates
Virginia
$7K
LFG
744
LifePlan Financial Group
Ohio
$7K
KJWM
745
Kiley Juergens Wealth Management
Washington
$7K +$8.09K +72 New
GEA
746
Glen Eagle Advisors
New Jersey
$6.14K
PFGIA
747
Patriot Financial Group Insurance Agency
Massachusetts
$6K -$8.42K -75 -57%
NSB
748
Norway Savings Bank
Maine
$6K
MPWT
749
MassMutual Private Wealth & Trust
Connecticut
$5.05K -$2.02K -18 -28%
ADL
750
Asset Dedication LLC
California
$5K -$2.25K -20 -30%

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.