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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
PO
776
Private Ocean
California
$1K
SNT
777
Security National Trust
West Virginia
$1K
SIS
778
Sound Income Strategies
Florida
$1K
TWA
779
TCI Wealth Advisors
Arizona
$1K
WCM
780
Wealthcare Capital Management
Virginia
$1K
WCG
781
Weaver Consulting Group
California
$1K
FPFS
782
First Personal Financial Services
North Carolina
$1K +$733 +6 New
AS
783
Altshuler Shaham
Israel
$1K +$1.22K +10 New
TPWA
784
TRUE Private Wealth Advisors
Oregon
$1K +$1.95K +16 New
UB
785
UMB Bank
Missouri
$434 -$54.5K -446 -11%
CPIA
786
Cornell Pochily Investment Advisors
New York
$424 -$7.94K -65 -2%
MWM
787
Meridian Wealth Management
Kentucky
$202 +$21.4K +175 New
RCAMU
788
Rothschild & Co Asset Management US
Connecticut
-$19.2M -165,207 Closed
Point72 Asset Management
789
Point72 Asset Management
Connecticut
-$7.11M -61,000 Closed
PCM
790
Palouse Capital Management
Washington
-$6.72M -57,704 Closed
APG Asset Management
791
APG Asset Management
Netherlands
-$5.16M -49,693 Closed
Rafferty Asset Management
792
Rafferty Asset Management
New York
-$3.7M -31,772 Closed
WMSA
793
Weiss Multi-Strategy Advisers
New York
-$3.15M -27,000 Closed
OCM
794
Olstein Capital Management
New York
-$2.56M -22,000 Closed
CB
795
Cadence Bank
Mississippi
-$1.95M -16,694 Closed
CIM
796
CenturyLink Investment Management
Colorado
-$1.42M -12,225 Closed
IA
797
IndexIQ Advisors
New York
-$1.24M -10,626 Closed
ED
798
Exane Derivatives
France
-$1.2M -10,314 Closed
DGHMC
799
Dalton, Greiner, Hartman, Maher & Co
New York
-$1.2M -10,310 Closed
MCC
800
Malaga Cove Capital
California
-$1.17M -10,034 Closed

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.