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J.M. Smucker
SJM

Overview Fund Activity

766 hedge funds and large institutions have $9.53B invested in J.M. Smucker in 2019 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 239 increasing their positions, 281 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
766
Holders Change
+26
Holders Change %
+3.51%
% of All Funds
15.13%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
111
Increased
239
Reduced
281
Closed
76
Calls
$42.9M
Puts
$61.7M
Net Calls
-$18.8M
Net Calls Change
-$26M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$117M
2
Stifel Financial
2
Stifel Financial
Missouri
$157M
3
State Street
3
State Street
Massachusetts
$860M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$75.1M
5
CIP
5
Champlain Investment Partners
Vermont
$196M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$294M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$57M
3
Bank of America
3
Bank of America
North Carolina
$77.9M
4
UIM
4
USS Investment Management
United Kingdom
$0
5
Fidelity International
5
Fidelity International
Bermuda
$1K
Name Holding Trade Value Shares
Change 		Shares
Change %
TI
726
tru Independence
Oregon
$3K +$3K +33 New
CI
727
CX Institutional
Indiana
$2K -$1.78K -16 -47%
EDRH
728
Edmond de Rothschild Holding
Switzerland
$2K – – –
EWA
729
Evolution Wealth Advisors
Florida
$2K – – –
WEC
730
Winslow Evans & Crocker
Massachusetts
$2K – – –
RAM
731
Riggs Asset Management
Pennsylvania
$2K – – –
PO
732
Private Ocean
California
$2K – – –
PWP
733
Personal Wealth Partners
Minnesota
$2K – – –
AF
734
Allworth Financial
California
$2K +$182 +2 +10%
TWA
735
TCI Wealth Advisors
Arizona
$2K +$1.06K +9 +113%
LPWM
736
Lake Point Wealth Management
Texas
$2K +$2K +15 New
CHA
737
Carmichael Hill & Associates
Maryland
$2K +$2K +22 New
Fidelity International
738
Fidelity International
Bermuda
$1K -$21.3M -149,229 -100%
BBHC
739
Brown Brothers Harriman & Co
New York
$1K -$9.6K -96 -91%
GI
740
Gradient Investments
Minnesota
$1K -$222 -2 -18%
NR
741
Newfound Research
Massachusetts
$1K -$125 -1 -11%
WCG
742
Weaver Consulting Group
California
$1K – – –
SNT
743
Security National Trust
West Virginia
$1K – – –
FEG
744
Financial Enhancement Group
Indiana
$1K – – –
TFS
745
TrustCore Financial Services
Tennessee
$1K – – –
SIS
746
Sound Income Strategies
Florida
$1K +$167 +1 +20%
FMB
747
Field & Main Bank
Kentucky
$1K +$1K +8 New
CCA
748
Column Capital Advisors
Indiana
$1K +$1K +12 New
TPWA
749
TRUE Private Wealth Advisors
Oregon
$1K +$1K +18 New
RMAM
750
Raab & Moskowitz Asset Management
New Jersey
$1K +$1K +18 New
28 29
30
31 32