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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
BC
726
Barnett & Company
Tennessee
$1K +$1K +9 New
WC
727
Weil Company
California
$1K +$1.11K +10 New
MPWT
728
MassMutual Private Wealth & Trust
Connecticut
$1K +$1.23K +11 New
UB
729
UMB Bank
Missouri
$417 +$2.67K +24 +0.6%
AMCA
730
Arthur M. Cohen & Associates
Illinois
$291
SWP
731
Strategic Wealth Partners
Ohio
$4 -$5.24K -47 -54%
WCM
732
Wedge Capital Management
North Carolina
-$33.7M -292,825 Closed
AC
733
Armistice Capital
New York
-$25.8M -224,000 Closed
CCMG
734
Clark Capital Management Group
Pennsylvania
-$22M -190,783 Closed
DA
735
Duality Advisers
Florida
-$10.2M -88,180 Closed
CC
736
Cipher Capital
New York
-$9.72M -84,412 Closed
OAC
737
OMERS Administration Corp
Ontario, Canada
-$8.51M -72,900 Closed
SEC
738
Seven Eight Capital
New York
-$7.66M -66,535 Closed
Squarepoint
739
Squarepoint
New York
-$7.21M -62,586 Closed
ECM
740
ExodusPoint Capital Management
New York
-$6.71M -58,247 Closed
CG
741
Colony Group
Massachusetts
-$5.6M -48,578 Closed
AIA
742
Affinity Investment Advisors
California
-$4.51M -39,120 Closed
BAM
743
Blueshift Asset Management
New Jersey
-$3.68M -31,985 Closed
GCA
744
Gideon Capital Advisors
New York
-$3.23M -28,018 Closed
SIRP
745
Shelter Insurance Retirement Plan
Missouri
-$3.13M -27,200 Closed
MCP
746
Martin Capital Partners
Oregon
-$3.13M -27,172 Closed
Arrowstreet Capital
747
Arrowstreet Capital
Massachusetts
-$3M -26,000 Closed
WI
748
WBI Investments
New Jersey
-$2.77M -24,042 Closed
MC
749
Mathes Company
New York
-$2.72M -23,643 Closed
BA
750
Bridgewater Associates
Connecticut
-$2.4M -20,879 Closed

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.