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J.M. Smucker
SJM

801 hedge funds and large institutions have $10.8B invested in J.M. Smucker in 2020 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 289 increasing their positions, 265 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 69

3% more funds holding

Funds holding: 779 → 801 (+22)

9% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 265

0.06% more ownership

Funds ownership: 82.79% → 82.85% (+0.06%)

1% less capital invested

Capital invested by funds: $10.9B → $10.8B (-$56.8M)

40% less call options, than puts

Call options by funds: $34.9M | Put options by funds: $57.7M

43% less funds holding in top 10

Funds holding in top 10: 7 → 4 (-3)

Holders
801
Holders Change
+22
Holders Change %
+2.82%
% of All Funds
14.17%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
104
Increased
289
Reduced
265
Closed
69
Calls
$34.9M
Puts
$57.7M
Net Calls
-$22.9M
Net Calls Change
-$33.6M

Top Buyers

Rank Fund Capital Flow
1
AIG
American International Group
New York
+$152M
2
APG Asset Management
APG Asset Management
Netherlands
+$24.7M
3
CIP
Champlain Investment Partners
Vermont
+$20.2M
4
GLA
Great Lakes Advisors
Illinois
+$19.9M
5
Wells Fargo
Wells Fargo
California
+$18M

Top Sellers

Rank Fund Capital Flow
1
Select Equity Group
Select Equity Group
New York
-$121M
2
Citadel Advisors
Citadel Advisors
Florida
-$37.2M
3
State Street
State Street
Massachusetts
-$30.7M
4
LSV Asset Management
LSV Asset Management
Illinois
-$29.6M
5
Renaissance Technologies
Renaissance Technologies
New York
-$28.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
751
Lenox Wealth Advisors
New York
$3K – – –
RAM
752
Riggs Asset Management
Pennsylvania
$3K – – –
TH
753
TCTC Holdings
Texas
$3K – – –
TCM
754
Tradewinds Capital Management
Washington
$3K – – –
MCM
755
MV Capital Management
Maryland
$3K +$2.79K +24 New
SSB
756
Sandy Spring Bank
Maryland
$3K +$2.79K +24 New
TWM
757
Tradition Wealth Management
Minnesota
$3K +$2.79K +24 New
FGAM
758
Financial Gravity Asset Management
Texas
$3K +$3.14K +27 New
EDRH
759
Edmond de Rothschild Holding
Switzerland
$2K – – –
EWA
760
Evolution Wealth Advisors
Florida
$2K – – –
TF
761
TimeScale Financial
Massachusetts
$2K – – –
WAS
762
Winch Advisory Services
Wisconsin
$2K – – –
WEC
763
Winslow Evans & Crocker
Massachusetts
$2K – – –
PO
764
Private Ocean
California
$2K +$116 +1 +6%
FHA
765
First Horizon Advisors
Tennessee
$2K +$1.51K +13 New
SFO
766
Standard Family Office
South Dakota
$2K +$1.74K +15 New
GLLW
767
Graves Light Lenhart Wealth
Virginia
$2K +$2.09K +18 New
FPS
768
Fieldpoint Private Securities
Connecticut
$2K +$2.21K +19 New
TAM
769
Tucker Asset Management
Colorado
$1.04K +$1.05K +9 New
BCMIO
770
Beacon Capital Management Inc (Ohio)
Ohio
$1K – – –
BWM
771
BerganKDV Wealth Management
Minnesota
$1K – – –
CCA
772
Column Capital Advisors
Indiana
$1K – – –
FEG
773
Financial Enhancement Group
Indiana
$1K – – –
FBT
774
First Bank & Trust
South Dakota
$1K – – –
GI
775
Gradient Investments
Minnesota
$1K – – –
29 30
31
32 33

SJM Hedge Fund Activity: Q4 2020 in Review

801 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q4 2020, worth a combined $10.8B — down 0.52% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new SJM positions and 69 closed out — a net gain of 35 holders — while 289 added to existing stakes and 265 trimmed.

The largest buyer was American International Group, adding an estimated $152M. The largest seller was Select Equity Group, exiting entirely with an estimated $121M sold.

  • 801 institutional investors held J.M. Smucker (SJM) as of Q4 2020, up from 779 in Q3 2020.
  • Funds reported $10.8B of J.M. Smucker stock for Q4 2020, down 0.52% quarter-over-quarter.
  • 104 funds opened new J.M. Smucker positions in Q4 2020 and 69 closed out, a net change of +35 holders.
  • The largest J.M. Smucker buyer in Q4 2020 was American International Group, an estimated $152M added.
  • The largest J.M. Smucker seller in Q4 2020 was Select Equity Group, an estimated $121M sold.

Based on aggregated 13F filings for Q4 2020.