We are live on ! Find out more
SJM icon

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
SLF
726
Sun Life Financial
Ontario, Canada
$11K -$12.3K -101 -52%
DWM
727
Doyle Wealth Management
Florida
$11K +$11.6K +95 New
GSWM
728
Golden State Wealth Management
California
$11K +$12.2K +100 New
TFGT
729
TS Financial Group (TSFG)
Illinois
$10K +$122 +1 +1%
SWP
730
Strategic Wealth Partners
Ohio
$10K +$5.74K +47 +118%
FMTCOCP
731
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$9K
WAP
732
Wealthcare Advisory Partners
Pennsylvania
$9K +$122 +1 +1%
GI
733
Gradient Investments
Minnesota
$9K +$8.55K +70 +1,167%
BWM
734
Baystate Wealth Management
Massachusetts
$8K
LFG
735
LifePlan Financial Group
Ohio
$8K
BCA
736
Berman Capital Advisors
Georgia
$8K +$977 +8 +12%
TI
737
Truehand Inc
New Hampshire
$7K
TFA
738
Transamerica Financial Advisors
Florida
$7K +$7.2K +59 New
NCM
739
Next Capital Management
New York
$7K +$7.57K +62 New
GEA
740
Glen Eagle Advisors
New Jersey
$6.79K
HR
741
Howe & Rusling
New York
$6K -$32.4K -265 -83%
AF
742
Arrow Financial
New York
$6K
VRM
743
Vectors Research Management
New York
$6K
FGAM
744
Financial Gravity Asset Management
Texas
$6K +$122 +1 +2%
FMII
745
Farmers & Merchants Investments Inc
Nebraska
$6K +$244 +2 +4%
WPA
746
West Paces Advisors
Georgia
$5.18K
MA
747
MCF Advisors
Kentucky
$5K
M
748
MOTCO
Texas
$5K +$5.74K +47 New
GT
749
Glenmede Trust
Pennsylvania
$4.63K -$337K -2,763 -6%
EARNEST Partners
750
EARNEST Partners
Georgia
$4K

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.