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J.M. Smucker

831 hedge funds and large institutions have $12B invested in J.M. Smucker in 2021 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 301 increasing their positions, 276 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 69

41% more call options, than puts

Call options by funds: $86.7M | Put options by funds: $61.6M

10% more capital invested

Capital invested by funds: $10.8B → $12B (+$1.12B)

4.75% more ownership

Funds ownership: 82.85%87.6% (+4.8%)

4% more funds holding

Funds holding: 801831 (+30)

9% more repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 276

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
831
Holders Change
+30
Holders Change %
+3.75%
% of All Funds
14.59%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
103
Increased
301
Reduced
276
Closed
69
Calls
$86.7M
Puts
$61.6M
Net Calls
+$25.1M
Net Calls Change
+$47.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
776
Nisa Investment Advisors
Missouri
$3.35K +$70.8K +600 +2%
CAL
777
Capital Advisors Ltd
Ohio
$3K
CHA
778
Carmichael Hill & Associates
Maryland
$3K
EDRH
779
Edmond de Rothschild Holding
Switzerland
$3K
EW
780
Evoke Wealth
California
$3K
LWA
781
Lenox Wealth Advisors
New York
$3K
RAM
782
Riggs Asset Management
Pennsylvania
$3K
TH
783
TCTC Holdings
Texas
$3K
FPS
784
Fieldpoint Private Securities
Connecticut
$3K +$590 +5 +26%
AP
785
Arlington Partners
Alabama
$3K +$2.36K +20 New
CFO
786
CVA Family Office
Colorado
$3K +$2.36K +20 New
WCM
787
Wealthcare Capital Management
Virginia
$3K +$2.71K +23 New
FI
788
FormulaFolio Investments
Michigan
$2K -$303K -2,570 -99%
WAS
789
Winch Advisory Services
Wisconsin
$2K -$118 -1 -5%
CCA
790
Column Capital Advisors
Indiana
$2K
EWA
791
Evolution Wealth Advisors
Florida
$2K
FHA
792
First Horizon Advisors
Tennessee
$2K
GLLW
793
Graves Light Lenhart Wealth
Virginia
$2K
PO
794
Private Ocean
California
$2K
TF
795
TimeScale Financial
Massachusetts
$2K
BWL
796
Bogart Wealth LLC
Virginia
$2K +$2.01K +17 New
FP
797
Financial Perspectives
Minnesota
$2K +$29.6K +251 +12,550%
MGIM
798
M&G Investment Management
United Kingdom
$1.17K +$774K +6,558 +248%
TAM
799
Tucker Asset Management
Colorado
$1.14K
LIM
800
Longfellow Investment Management
Massachusetts
$1K -$814K -6,896 -100%