We are live on ! Find out more
SJM icon

J.M. Smucker

831 hedge funds and large institutions have $12B invested in J.M. Smucker in 2021 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 301 increasing their positions, 276 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 69

41% more call options, than puts

Call options by funds: $86.7M | Put options by funds: $61.6M

10% more capital invested

Capital invested by funds: $10.8B → $12B (+$1.12B)

4.75% more ownership

Funds ownership: 82.85%87.6% (+4.8%)

4% more funds holding

Funds holding: 801831 (+30)

9% more repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 276

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
831
Holders Change
+30
Holders Change %
+3.75%
% of All Funds
14.59%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
103
Increased
301
Reduced
276
Closed
69
Calls
$86.7M
Puts
$61.6M
Net Calls
+$25.1M
Net Calls Change
+$47.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
726
Concord Wealth Partners
Virginia
$16K +$14.6K +124 New
PSB
727
Piscataqua Savings Bank
New Hampshire
$16K +$14.8K +125 New
CTB
728
Country Trust Bank
Illinois
$15K
GEA
729
Glen Eagle Advisors
New Jersey
$14K +$708 +6 +6%
SN
730
Sittner & Nelson
Oregon
$14K -$3.42K -29 -21%
GAM
731
Gemmer Asset Management
California
$14K
NFSG
732
Newbridge Financial Services Group
Florida
$14K +$118 +1 +0.9%
BCM
733
Birch Capital Management
Texas
$13K
CAM
734
Costello Asset Management
Pennsylvania
$13K
LWANC
735
Laurel Wealth Advisors (North Carolina)
North Carolina
$13K
PK
736
Pflug Koory
Nebraska
$13K
TIM
737
Tortoise Investment Management
New York
$13K
LF
738
Lee Financial
Texas
$13K +$11.8K +100 New
SWM
739
Selective Wealth Management
Virginia
$13K +$11.8K +100 New
WT
740
Washington Trust
Rhode Island
$13K +$11.8K +100 New
JFA
741
JNBA Financial Advisors
Minnesota
$13K +$12.4K +105 New
HFA
742
Hoover Financial Advisors
Pennsylvania
$12K
JWA
743
JFS Wealth Advisors
Pennsylvania
$12K
PFBT
744
Parkside Financial Bank & Trust
Missouri
$12K
RCA
745
Ranch Capital Advisors
Florida
$12K
WAP
746
Wealthcare Advisory Partners
Pennsylvania
$12K +$11.3K +96 New
BCA
747
Bray Capital Advisors
Florida
$11K
PCM
748
Peregrine Capital Management
Minnesota
$11K
ST
749
Sageworth Trust
Pennsylvania
$11K
AP
750
Atwood & Palmer
Missouri
$10K