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J.M. Smucker

798 hedge funds and large institutions have $10.3B invested in J.M. Smucker in 2019 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 253 increasing their positions, 303 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more call options, than puts

Call options by funds: $76.8M | Put options by funds: $74.1M

2% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 83

0.25% less ownership

Funds ownership: 79.23%78.99% (-0.25%)

2% less capital invested

Capital invested by funds: $10.5B → $10.3B (-$165M)

1% less funds holding

Funds holding: 808798 (-10)

17% less repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 303

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
798
Holders Change
-10
Holders Change %
-1.24%
% of All Funds
17.33%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
85
Increased
253
Reduced
303
Closed
83
Calls
$76.8M
Puts
$74.1M
Net Calls
+$2.66M
Net Calls Change
-$42.4M
Name Holding Trade Value Shares
Change
Change in
Stake
IRC
751
Investors Research Corp
Georgia
$4K
WAS
752
Winch Advisory Services
Wisconsin
$4K
CI
753
CX Institutional
Indiana
$4K +$488 +4 +15%
LFASL
754
Lugano Financial Advisors SA (LFA)
Switzerland
$4K +$4.27K +35 New
WPW
755
Winthrop Partners - WNY
New York
$3.92K
SQA
756
Simon Quick Advisors
New Jersey
$3.11K +$3.3K +27 New
TCM
757
Tradewinds Capital Management
Washington
$3K -$244 -2 -6%
CAL
758
Capital Advisors Ltd
Ohio
$3K
CBT
759
Capital Bank & Trust
California
$3K
JWA
760
JFS Wealth Advisors
Pennsylvania
$3K
RAM
761
Riggs Asset Management
Pennsylvania
$3K
GWS
762
Glassman Wealth Services
Virginia
$3K +$733 +6 +25%
WEC
763
Winslow Evans & Crocker
Massachusetts
$2K -$977 -8 -36%
AIS
764
Accurate Investment Solutions
Pennsylvania
$2K
EDRH
765
Edmond de Rothschild Holding
Switzerland
$2K
AF
766
Allworth Financial
California
$2K +$1.22K +10 +100%
AssetMark Inc
767
AssetMark Inc
California
$2K +$1.71K +14 New
EWA
768
Evolution Wealth Advisors
Florida
$2K +$2.32K +19 New
TFS
769
TrustCore Financial Services
Tennessee
$1K -$12.8K -105 -91%
Parallax Volatility Advisers
770
Parallax Volatility Advisers
California
$1K -$10.7K -88 -90%
KTC
771
Kistler-Tiffany Companies
Pennsylvania
$1K -$733 -6 -50%
CFA
772
Camarda Financial Advisors
Florida
$1K
FEG
773
Financial Enhancement Group
Indiana
$1K
NR
774
Newfound Research
Massachusetts
$1K
PCMK
775
Paragon Capital Management (Kansas)
Kansas
$1K

SJM Hedge Fund Activity: Q2 2019 in Review

798 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2019, worth a combined $10.3B — down 1.6% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new SJM positions and 83 closed out — a net gain of 2 holders — while 253 added to existing stakes and 303 trimmed.

The largest buyer was Nuveen, adding an estimated $71.8M. The largest seller was Citadel Advisors, cutting an estimated $88M.

  • 798 institutional investors held J.M. Smucker (SJM) as of Q2 2019, down from 808 in Q1 2019.
  • Funds reported $10.3B of J.M. Smucker stock for Q2 2019, down 1.6% quarter-over-quarter.
  • 85 funds opened new J.M. Smucker positions in Q2 2019 and 83 closed out, a net change of +2 holders.
  • The largest J.M. Smucker buyer in Q2 2019 was Nuveen, an estimated $71.8M added.
  • The largest J.M. Smucker seller in Q2 2019 was Citadel Advisors, an estimated $88M sold.

Based on aggregated 13F filings for Q2 2019.