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J.M. Smucker

779 hedge funds and large institutions have $10.9B invested in J.M. Smucker in 2020 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 283 increasing their positions, 257 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

48% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 64

26% more call options, than puts

Call options by funds: $52.2M | Put options by funds: $41.6M

10% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 257

10% more capital invested

Capital invested by funds: $9.91B → $10.9B (+$989M)

3% more funds holding

Funds holding: 755779 (+24)

0.64% more ownership

Funds ownership: 82.15%82.79% (+0.64%)

Holders
779
Holders Change
+24
Holders Change %
+3.18%
% of All Funds
15.72%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.14%
New
95
Increased
283
Reduced
257
Closed
64
Calls
$52.2M
Puts
$41.6M
Net Calls
+$10.7M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WPA
726
West Paces Advisors
Georgia
$5.2K
EARNEST Partners
727
EARNEST Partners
Georgia
$5K
NIM
728
NuWave Investment Management
New Jersey
$4K -$51.3K -460 -93%
BWM
729
Baystate Wealth Management
Massachusetts
$4K -$3.9K -35 -49%
JCM
730
Jacobi Capital Management
Pennsylvania
$4K
RE
731
RBC Europe
United Kingdom
$3.35K
EW
732
Evoke Wealth
California
$3K -$446 -4 -13%
TI
733
tru Independence
Oregon
$3K -$446 -4 -12%
AF
734
Allworth Financial
California
$3K
CAL
735
Capital Advisors Ltd
Ohio
$3K
CHA
736
Carmichael Hill & Associates
Maryland
$3K
JWA
737
JFS Wealth Advisors
Pennsylvania
$3K
TH
738
TCTC Holdings
Texas
$3K
TCM
739
Tradewinds Capital Management
Washington
$3K
LWA
740
Lenox Wealth Advisors
New York
$3K +$2.45K +22 New
PWM
741
Provident Wealth Management
Tennessee
$3K +$2.79K +25 New
FGA
742
Fortis Group Advisors
New Jersey
$3K +$2.9K +26 New
Millennium Management
743
Millennium Management
New York
$2.5K -$10.5M -93,751 -81%
WAS
744
Winch Advisory Services
Wisconsin
$2K -$1.34K -12 -36%
EDRH
745
Edmond de Rothschild Holding
Switzerland
$2K
EWA
746
Evolution Wealth Advisors
Florida
$2K
PO
747
Private Ocean
California
$2K
RAM
748
Riggs Asset Management
Pennsylvania
$2K
WEC
749
Winslow Evans & Crocker
Massachusetts
$2K
TF
750
TimeScale Financial
Massachusetts
$2K +$2.01K +18 New

SJM Hedge Fund Activity: Q3 2020 in Review

779 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q3 2020, worth a combined $10.9B — up 10% from $9.91B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new SJM positions and 64 closed out — a net gain of 31 holders — while 283 added to existing stakes and 257 trimmed.

The largest buyer was Select Equity Group, adding an estimated $60.3M. The largest seller was Nordea Investment Management, cutting an estimated $80.4M.

  • 779 institutional investors held J.M. Smucker (SJM) as of Q3 2020, up from 755 in Q2 2020.
  • Funds reported $10.9B of J.M. Smucker stock for Q3 2020, up 10% quarter-over-quarter.
  • 95 funds opened new J.M. Smucker positions in Q3 2020 and 64 closed out, a net change of +31 holders.
  • The largest J.M. Smucker buyer in Q3 2020 was Select Equity Group, an estimated $60.3M added.
  • The largest J.M. Smucker seller in Q3 2020 was Nordea Investment Management, an estimated $80.4M sold.

Based on aggregated 13F filings for Q3 2020.