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J.M. Smucker

842 hedge funds and large institutions have $12.1B invested in J.M. Smucker in 2021 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 301 increasing their positions, 282 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 62

11% more call options, than puts

Call options by funds: $45.1M | Put options by funds: $40.7M

1% more funds holding

Funds holding: 831842 (+11)

7% more repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 282

1% more capital invested

Capital invested by funds: $12B → $12.1B (+$172M)

0.05% more ownership

Funds ownership: 87.6%87.64% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
842
Holders Change
+11
Holders Change %
+1.32%
% of All Funds
14.66%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
81
Increased
301
Reduced
282
Closed
62
Calls
$45.1M
Puts
$40.7M
Net Calls
+$4.37M
Net Calls Change
-$20.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
726
Patriot Financial Group Insurance Agency
Massachusetts
$32K
DAC
727
Dividend Assets Capital
South Carolina
$29K
HIA
728
Harbor Investment Advisory
Maryland
$29K
ECM
729
Estabrook Capital Management
New York
$28.5K -$1.73K -13 -6%
AF
730
Advisornet Financial
Minnesota
$28K
CPFP
731
Clear Perspectives Financial Planning
Ohio
$27K
CI
732
CX Institutional
Indiana
$27K +$4.65K +35 +20%
MA
733
MCF Advisors
Kentucky
$26K
OSNBOA
734
Old Second National Bank of Aurora
Illinois
$26K
DOA
735
D'Orazio & Associates
Virginia
$26K +$133 +1 +0.5%
PWP
736
Personal Wealth Partners
Minnesota
$26K +$26.6K +200 New
GWS
737
Glassman Wealth Services
Virginia
$24K +$1.59K +12 +7%
SBL
738
Sargent Bickham Lagudis
Colorado
$22K
MA
739
MUFG Americas
New York
$21K -$9.43K -71 -30%
HR
740
Howe & Rusling
New York
$21K
LC
741
Lindbrook Capital
California
$21K +$797 +6 +4%
CWP
742
Concord Wealth Partners
Virginia
$16K -$133 -1 -0.8%
BWP
743
Baldwin Wealth Partners
Massachusetts
$16K
BAM
744
Bellevue Asset Management
Washington
$16K
CTB
745
Country Trust Bank
Illinois
$16K
PSB
746
Piscataqua Savings Bank
New Hampshire
$16K
Parallax Volatility Advisers
747
Parallax Volatility Advisers
California
$15K -$241K -1,811 -94%
GAM
748
Gemmer Asset Management
California
$15K
NFSG
749
Newbridge Financial Services Group
Florida
$15K
TWA
750
TCI Wealth Advisors
Arizona
$15K +$10.4K +78 +195%

SJM Hedge Fund Activity: Q2 2021 in Review

842 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2021, worth a combined $12.1B — up 1.4% from $12B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new SJM positions and 62 closed out — a net gain of 19 holders — while 301 added to existing stakes and 282 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $70M. The largest seller was American Century Companies, cutting an estimated $86.4M.

  • 842 institutional investors held J.M. Smucker (SJM) as of Q2 2021, up from 831 in Q1 2021.
  • Funds reported $12.1B of J.M. Smucker stock for Q2 2021, up 1.4% quarter-over-quarter.
  • 81 funds opened new J.M. Smucker positions in Q2 2021 and 62 closed out, a net change of +19 holders.
  • The largest J.M. Smucker buyer in Q2 2021 was Morgan Stanley, an estimated $70M added.
  • The largest J.M. Smucker seller in Q2 2021 was American Century Companies, an estimated $86.4M sold.

Based on aggregated 13F filings for Q2 2021.