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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
BSB
801
Bangor Savings Bank
Maine
-$1.13M -9,696 Closed
HI
802
Horizon Investments
North Carolina
-$966K -8,348 Closed
BCP
803
Blackhawk Capital Partners
Wisconsin
-$874K -7,499 Closed
BCM
804
BlueCrest Capital Management
Jersey
-$794K -6,814 Closed
FFS
805
Founders Financial Securities
Maryland
-$793K -6,811 Closed
JIR
806
James Investment Research
Ohio
-$769K -6,604 Closed
Alyeska Investment Group
807
Alyeska Investment Group
Illinois
-$767K -6,582 Closed
QCM
808
Quantinno Capital Management
New York
-$751K -6,448 Closed
AMI
809
Amica Mutual Insurance
Rhode Island
-$655K -5,623 Closed
EWM
810
Evercore Wealth Management
New York
-$530K -4,547 Closed
Holocene Advisors
811
Holocene Advisors
New York
-$525K -4,508 Closed
MYLI
812
Meiji Yasuda Life Insurance
Japan
-$433K -3,720 Closed
EMG
813
Ellington Management Group
Connecticut
-$396K -3,400 Closed
TAF
814
Tredje AP-fonden
Sweden
-$393K -3,376 Closed
NFG
815
Nations Financial Group
Iowa
-$312K -2,678 Closed
WSCM
816
Wellington Shields Capital Management
New York
-$304K -2,612 Closed
BAM
817
Belpointe Asset Management
Nevada
-$302K -2,600 Closed
TIA
818
Traphagen Investment Advisors
New Jersey
-$288K -2,476 Closed
AWM
819
Avior Wealth Management
Nebraska
-$281K -2,413 Closed
TCM
820
Tuttle Capital Management
Connecticut
-$278K -2,383 Closed
HTHT
821
Hemenway Trust Hemenway Trust
New Hampshire
-$235K -2,013 Closed
JFA
822
Johanson Financial Advisors
California
-$230K -1,975 Closed
CC
823
ClearArc Capital
Ohio
-$224K -1,923 Closed
TC
824
Trilogy Capital
California
-$224K -1,922 Closed
WIP
825
Wellesley Investment Partners
Massachusetts
-$214K -1,837 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.