J.M. Smucker
SJM
757 hedge funds and large institutions have $10B invested in J.M. Smucker in 2020 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 223 increasing their positions, 310 reducing their positions, and 94 closing their positions.
300% more funds holding in top 10
Funds holding in top 10: 2 → 8 (+6)
8% more call options, than puts
Call options by funds: $41.9M | Put options by funds: $38.6M
5% more capital invested
Capital invested by funds: $9.54B → $10B (+$475M)
0% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 94
1.18% less ownership
Funds ownership: 80.47% → 79.29% (-1.2%)
1% less funds holding
Funds holding: 768 → 757 (-11)
28% less repeat investments, than reductions
Existing positions increased: 223 | Existing positions reduced: 310
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$51.9M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$34.3M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$32.9M |
| 4 |
Renaissance Technologies
New York
|
+$32.8M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$29.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$72.5M |
| 2 |
Morgan Stanley
New York
|
-$63.7M |
| 3 |
AI
Ariel Investments
Chicago,
Illinois
|
-$43.5M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$43.4M |
| 5 |
D.E. Shaw & Co
New York
|
-$40.5M |
SJM Hedge Fund Activity: Q1 2020 in Review
757 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q1 2020, worth a combined $10B — up 5% from $9.54B a quarter earlier.
Fund positioning in SJM was balanced in Q1 2020: 94 funds opened new positions, 94 closed out, 223 added to existing stakes and 310 trimmed.
The largest buyer was Invesco, adding an estimated $51.9M. The largest seller was Fidelity Investments, cutting an estimated $72.5M.
- 757 institutional investors held J.M. Smucker (SJM) as of Q1 2020, down from 768 in Q4 2019.
- Funds reported $10B of J.M. Smucker stock for Q1 2020, up 5% quarter-over-quarter.
- 94 funds opened new J.M. Smucker positions in Q1 2020 and 94 closed out, a net change of 0 holders.
- The largest J.M. Smucker buyer in Q1 2020 was Invesco, an estimated $51.9M added.
- The largest J.M. Smucker seller in Q1 2020 was Fidelity Investments, an estimated $72.5M sold.
Based on aggregated 13F filings for Q1 2020.