J.M. Smucker
SJM
810 hedge funds and large institutions have $10.3B invested in J.M. Smucker in 2018 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 292 increasing their positions, 268 reducing their positions, and 85 closing their positions.
3.72% more ownership
Funds ownership: 80.53% → 84.25% (+3.7%)
9% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 85
9% more repeat investments, than reductions
Existing positions increased: 292 | Existing positions reduced: 268
0% more funds holding
Funds holding: 809 → 810 (+1)
9% less capital invested
Capital invested by funds: $11.3B → $10.3B (-$1.05B)
38% less funds holding in top 10
Funds holding in top 10: 13 → 8 (-5)
47% less call options, than puts
Call options by funds: $111M | Put options by funds: $211M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$105M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$80.4M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
+$66.9M |
| 4 |
BlackRock
New York
|
+$54.4M |
| 5 |
Renaissance Technologies
New York
|
+$54.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$78.5M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$41.2M |
| 3 |
Lazard Asset Management
New York
|
-$40.2M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$38.2M |
| 5 |
Man Group
London,
United Kingdom
|
-$36.4M |
SJM Hedge Fund Activity: Q2 2018 in Review
810 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2018, worth a combined $10.3B — down 9.3% from $11.3B a quarter earlier.
Buyers outnumbered sellers: 93 funds opened new SJM positions and 85 closed out — a net gain of 8 holders — while 292 added to existing stakes and 268 trimmed.
The largest buyer was Vanguard Group, adding an estimated $105M. The largest seller was PNC Financial Services Group, cutting an estimated $78.5M.
- 810 institutional investors held J.M. Smucker (SJM) as of Q2 2018, up from 809 in Q1 2018.
- Funds reported $10.3B of J.M. Smucker stock for Q2 2018, down 9.3% quarter-over-quarter.
- 93 funds opened new J.M. Smucker positions in Q2 2018 and 85 closed out, a net change of +8 holders.
- The largest J.M. Smucker buyer in Q2 2018 was Vanguard Group, an estimated $105M added.
- The largest J.M. Smucker seller in Q2 2018 was PNC Financial Services Group, an estimated $78.5M sold.
Based on aggregated 13F filings for Q2 2018.