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J.M. Smucker

755 hedge funds and large institutions have $9.91B invested in J.M. Smucker in 2020 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 258 increasing their positions, 255 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.86% more ownership

Funds ownership: 79.29%82.15% (+2.9%)

4% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 91

1% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 255

0% less funds holding

Funds holding: 757755 (-2)

1% less capital invested

Capital invested by funds: $10B → $9.91B (-$107M)

14% less call options, than puts

Call options by funds: $35.9M | Put options by funds: $41.7M

63% less funds holding in top 10

Funds holding in top 10: 83 (-5)

Holders
755
Holders Change
-2
Holders Change %
-0.26%
% of All Funds
15.48%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.06%
New
95
Increased
258
Reduced
255
Closed
91
Calls
$35.9M
Puts
$41.7M
Net Calls
-$5.78M
Net Calls Change
-$9.05M
Name Holding Trade Value Shares
Change
Change in
Stake
TH
726
TCTC Holdings
Texas
$2K +$2.47K +22 New
FBT
727
First Bank & Trust
South Dakota
$1K -$1.01K -9 -50%
TWA
728
TCI Wealth Advisors
Arizona
$1K -$449 -4 -27%
CCA
729
Column Capital Advisors
Indiana
$1K
FEG
730
Financial Enhancement Group
Indiana
$1K
GI
731
Gradient Investments
Minnesota
$1K
PO
732
Private Ocean
California
$1K
SNT
733
Security National Trust
West Virginia
$1K
SIS
734
Sound Income Strategies
Florida
$1K
TFS
735
TrustCore Financial Services
Tennessee
$1K
WCG
736
Weaver Consulting Group
California
$1K
WEC
737
Winslow Evans & Crocker
Massachusetts
$1K
BWM
738
BerganKDV Wealth Management
Minnesota
$1K +$562 +5 +167%
Fidelity International
739
Fidelity International
Bermuda
$1K +$562 +5 +250%
PIMG
740
Patriot Investment Management Group
Tennessee
$529 +$562 +5 New
GFPC
741
Global Financial Private Client
Florida
$421
FP
742
Financial Perspectives
Minnesota
$212
TI
743
tru Independence
Oregon
$3
CCM
744
Candlestick Capital Management
Connecticut
-$25M -225,000 Closed
PCM
745
Polaris Capital Management
Massachusetts
-$19.9M -179,455 Closed
DRZID
746
DePrince Race & Zollo Inc (DRZ)
Florida
-$19M -170,774 Closed
ASC
747
Atalanta Sosnoff Capital
New York
-$4.43M -39,908 Closed
D.E. Shaw & Co
748
D.E. Shaw & Co
New York
-$3.62M -32,622 Closed
BCM
749
Barometer Capital Management
Ontario, Canada
-$3.4M -30,600 Closed
HSA
750
Hussman Strategic Advisors
Maryland
-$1.75M -15,750 Closed

SJM Hedge Fund Activity: Q2 2020 in Review

755 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2020, worth a combined $9.91B — down 1.1% from $10B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new SJM positions and 91 closed out — a net gain of 4 holders — while 258 added to existing stakes and 255 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $103M. The largest seller was Fidelity Investments, cutting an estimated $154M.

  • 755 institutional investors held J.M. Smucker (SJM) as of Q2 2020, down from 757 in Q1 2020.
  • Funds reported $9.91B of J.M. Smucker stock for Q2 2020, down 1.1% quarter-over-quarter.
  • 95 funds opened new J.M. Smucker positions in Q2 2020 and 91 closed out, a net change of +4 holders.
  • The largest J.M. Smucker buyer in Q2 2020 was Renaissance Technologies, an estimated $103M added.
  • The largest J.M. Smucker seller in Q2 2020 was Fidelity Investments, an estimated $154M sold.

Based on aggregated 13F filings for Q2 2020.