We are live on ! Find out more
SJM icon

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
SB
751
Strategic Blueprint
Georgia
$15K +$14.9K +112 New
GEA
752
Glen Eagle Advisors
New Jersey
$14.8K +$1.2K +9 +8%
JFA
753
JNBA Financial Advisors
Minnesota
$14K
SN
754
Sittner & Nelson
Oregon
$14K
BCM
755
Birch Capital Management
Texas
$13K
CAM
756
Costello Asset Management
Pennsylvania
$13K
LWANC
757
Laurel Wealth Advisors (North Carolina)
North Carolina
$13K
PK
758
Pflug Koory
Nebraska
$13K
TIM
759
Tortoise Investment Management
New York
$13K
WT
760
Washington Trust
Rhode Island
$13K
SWM
761
Selective Wealth Management
Virginia
$13K +$266 +2 +2%
LF
762
Lee Financial
Texas
$12K -$531 -4 -4%
BCA
763
Bray Capital Advisors
Florida
$12K
HFA
764
Hoover Financial Advisors
Pennsylvania
$12K
PFBT
765
Parkside Financial Bank & Trust
Missouri
$12K
PCM
766
Peregrine Capital Management
Minnesota
$12K
RCA
767
Ranch Capital Advisors
Florida
$12K
CP
768
Castleview Partners
Texas
$12K +$12.5K +94 New
FHA
769
First Horizon Advisors
Tennessee
$11K +$10.1K +76 +585%
ZB
770
Zions Bancorporation
Utah
$10K -$398 -3 -4%
AP
771
Atwood & Palmer
Missouri
$10K
JWA
772
JFS Wealth Advisors
Pennsylvania
$9K -$3.32K -25 -27%
PWMG
773
Prestige Wealth Management Group
New Jersey
$9K -$133 -1 -1%
FHC
774
First Horizon Corporation
Tennessee
$9K
CWC
775
Carolinas Wealth Consulting
North Carolina
$9K +$133 +1 +1%

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.