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J.M. Smucker
SJM

812 hedge funds and large institutions have $11B invested in J.M. Smucker in 2021 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 294 increasing their positions, 296 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

5% more call options, than puts

Call options by funds: $42.4M | Put options by funds: $40.3M

1% less repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 296

3.34% less ownership

Funds ownership: 87.64% → 84.31% (-3.3%)

4% less funds holding

Funds holding: 842 → 812 (-30)

10% less capital invested

Capital invested by funds: $12.1B → $11B (-$1.18B)

24% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 71

Holders
812
Holders Change
-30
Holders Change %
-3.56%
% of All Funds
14.22%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
54
Increased
294
Reduced
296
Closed
71
Calls
$42.4M
Puts
$40.3M
Net Calls
+$2.08M
Net Calls Change
-$2.29M

Top Buyers

Rank Fund Capital Flow
1
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
+$65.7M
2
Charles Schwab
Charles Schwab
California
+$28.6M
3
Bank of America
Bank of America
North Carolina
+$22.6M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$20.7M
5
Stifel Financial
Stifel Financial
Missouri
+$14.3M

Top Sellers

Rank Fund Capital Flow
1
AIG
American International Group
New York
-$146M
2
BlackRock
BlackRock
New York
-$76.8M
3
Morgan Stanley
Morgan Stanley
New York
-$66.8M
4
UBS Group
UBS Group
Switzerland
-$55.2M
5
Invesco
Invesco
Georgia
-$34.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
EW
776
Evoke Wealth
California
$2K – – –
EWA
777
Evolution Wealth Advisors
Florida
$2K – – –
GLLW
778
Graves Light Lenhart Wealth
Virginia
$2K – – –
PO
779
Private Ocean
California
$2K – – –
TF
780
TimeScale Financial
Massachusetts
$2K – – –
WAS
781
Winch Advisory Services
Wisconsin
$2K – – –
Nisa Investment Advisors
782
Nisa Investment Advisors
Missouri
$1.4K -$737K -5,800 -33%
MGIM
783
M&G Investment Management
United Kingdom
$1.13K -$16.4K -129 -1%
TAM
784
Tucker Asset Management
Colorado
$1.11K – – –
AIC
785
Archer Investment Corporation
Indiana
$1.08K -$495K -3,891 -100%
CCA
786
Column Capital Advisors
Indiana
$1K -$509 -4 -33%
BWM
787
BerganKDV Wealth Management
Minnesota
$1K – – –
BCPWM
788
Bradley & Co Private Wealth Management
Florida
$1K – – –
FA
789
Financial Avengers
California
$1K – – –
FEG
790
Financial Enhancement Group
Indiana
$1K – – –
FBT
791
First Bank & Trust
South Dakota
$1K – – –
LFG
792
Larson Financial Group
Missouri
$1K – – –
LIM
793
Longfellow Investment Management
Massachusetts
$1K – – –
SNT
794
Security National Trust
West Virginia
$1K – – –
SIS
795
Sound Income Strategies
Florida
$1K – – –
BA
796
Bellwether Advisors
Nebraska
$1K +$1.14K +9 New
WQ
797
Wealth Quarterback
New Jersey
$1K +$45.5K +358 +11,933%
GFPC
798
Global Financial Private Client
Florida
$479 – – –
FP
799
Financial Perspectives
Minnesota
$240 – – –
BBHC
800
Brown Brothers Harriman & Co
New York
$57 +$4.96K +39 +9%
30 31
32
33 34

SJM Hedge Fund Activity: Q3 2021 in Review

812 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q3 2021, worth a combined $11B — down 9.7% from $12.1B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of SJM and 54 opened new positions — a net loss of 17 holders — while 296 trimmed existing stakes and 294 added.

The largest buyer was State of Wisconsin Investment Board, adding an estimated $65.7M. The largest seller was American International Group, cutting an estimated $146M.

  • 812 institutional investors held J.M. Smucker (SJM) as of Q3 2021, down from 842 in Q2 2021.
  • Funds reported $11B of J.M. Smucker stock for Q3 2021, down 9.7% quarter-over-quarter.
  • 54 funds opened new J.M. Smucker positions in Q3 2021 and 71 closed out, a net change of -17 holders.
  • The largest J.M. Smucker buyer in Q3 2021 was State of Wisconsin Investment Board, an estimated $65.7M added.
  • The largest J.M. Smucker seller in Q3 2021 was American International Group, an estimated $146M sold.

Based on aggregated 13F filings for Q3 2021.