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J.M. Smucker

741 hedge funds and large institutions have $9.93B invested in J.M. Smucker in 2019 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 260 increasing their positions, 277 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $68.6M | Put options by funds: $61.4M

0.23% more ownership

Funds ownership: 78.99%79.22% (+0.23%)

4% less capital invested

Capital invested by funds: $10.3B → $9.93B (-$396M)

6% less repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 277

7% less funds holding

Funds holding: 798741 (-57)

54% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 102

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
741
Holders Change
-57
Holders Change %
-7.14%
% of All Funds
16.25%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
47
Increased
260
Reduced
277
Closed
102
Calls
$68.6M
Puts
$61.4M
Net Calls
+$7.23M
Net Calls Change
+$4.57M
Name Holding Trade Value Shares
Change
Change in
Stake
QT
776
Quantamental Technologies
New York
-$448K -3,885 Closed
PHK
777
Point72 Hong Kong
Hong Kong
-$423K -3,669 Closed
MA
778
Mutual Advisors
Nebraska
-$415K -3,600 Closed
OIWM
779
OptiFour Integrated Wealth Management
Virginia
-$405K -3,513 Closed
FAM
780
Formidable Asset Management
Ohio
-$376K -3,381 Closed
AWA
781
ARS Wealth Advisors
Florida
-$387K -3,360 Closed
KFS
782
Kurt F. Somerville
-$388K -3,359 Closed
JT
783
Jump Trading
Illinois
-$351K -3,050 Closed
TSS
784
Two Sigma Securities
New York
-$289K -2,597 Closed
Nomura Holdings
785
Nomura Holdings
Japan
-$296K -2,536 Closed
WBC
786
West Branch Capital
Massachusetts
-$288K -2,503 Closed
CIA
787
Capital Investment Advisors
Georgia
-$240K -2,081 Closed
Capstone Investment Advisors
788
Capstone Investment Advisors
New York
-$231K -2,076 Closed
PP
789
Prudential plc
United Kingdom
-$237K -2,064 Closed
IAA
790
Ironsides Asset Advisors
North Carolina
-$236K -2,051 Closed
WAM
791
Wakefield Asset Management
Colorado
-$231K -2,004 Closed
MCM
792
MAI Capital Management
Ohio
-$220K -1,912 Closed
ER
793
Enlightenment Research
Florida
-$219K -1,900 Closed
HWMG
794
Hurlow Wealth Management Group
Indiana
-$219K -1,896 Closed
ONB
795
Old National Bancorp
Indiana
-$215K -1,864 Closed
CT
796
Coastline Trust
Rhode Island
-$214K -1,860 Closed
BWAM
797
Boyd Watterson Asset Management
Ohio
-$209K -1,814 Closed
MJP
798
Michael J. Puzo
-$208K -1,810 Closed
CBN
799
Cadence Bank NA
Texas
-$203K -1,761 Closed
BCB
800
Brian C. Broderick
-$202K -1,756 Closed

SJM Hedge Fund Activity: Q3 2019 in Review

741 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q3 2019, worth a combined $9.93B — down 3.8% from $10.3B a quarter earlier.

Sellers outnumbered buyers: 102 funds closed out of SJM and 47 opened new positions — a net loss of 55 holders — while 277 trimmed existing stakes and 260 added.

The largest buyer was Fidelity Investments, adding an estimated $68.1M. The largest seller was Millennium Management, cutting an estimated $66.1M.

  • 741 institutional investors held J.M. Smucker (SJM) as of Q3 2019, down from 798 in Q2 2019.
  • Funds reported $9.93B of J.M. Smucker stock for Q3 2019, down 3.8% quarter-over-quarter.
  • 47 funds opened new J.M. Smucker positions in Q3 2019 and 102 closed out, a net change of -55 holders.
  • The largest J.M. Smucker buyer in Q3 2019 was Fidelity Investments, an estimated $68.1M added.
  • The largest J.M. Smucker seller in Q3 2019 was Millennium Management, an estimated $66.1M sold.

Based on aggregated 13F filings for Q3 2019.