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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
MGIA
801
Moneta Group Investment Advisors
Missouri
-$193K -1,675 Closed
SMFS
802
Squar Milner Financial Services
California
-$142K -1,232 Closed
BCI
803
Brinker Capital Investments
Pennsylvania
-$142K -1,229 Closed
SFG
804
SevenBridge Financial Group
Pennsylvania
-$136K -1,178 Closed
CF
805
Centaurus Financial
California
-$107K -932 Closed
GAM
806
Griffin Asset Management
New York
-$95K -826 Closed
HFM
807
Harvest Fund Management
China
-$76K -661 Closed
CWA
808
Clarus Wealth Advisors
Arizona
-$69K -603 Closed
PRC
809
Pearl River Capital
Michigan
-$67K -584 Closed
AC
810
Avestar Capital
New York
-$49K -448 Closed
PFC
811
Phocas Financial Corp
California
-$51K -440 Closed
W
812
WealthStone
Ohio
-$49.5K -430 Closed
NC
813
NewSquare Capital
Pennsylvania
-$46K -400 Closed
VanEck Associates
814
VanEck Associates
New York
-$31K -273 Closed
KFA
815
Krane Funds Advisors
New York
-$24K -205 Closed
ESB
816
Essex Savings Bank
Connecticut
-$23K -200 Closed
FPB
817
First PREMIER Bank
South Dakota
-$21K -186 Closed
MWM
818
Meridian Wealth Management
Kentucky
-$202 -175 Closed
PCP
819
Proficio Capital Partners
Massachusetts
-$14K -118 Closed
DWM
820
Doyle Wealth Management
Florida
-$11K -95 Closed
TFGT
821
TS Financial Group (TSFG)
Illinois
-$10K -86 Closed
NCM
822
Next Capital Management
New York
-$7K -62 Closed
TFA
823
Transamerica Financial Advisors
Florida
-$7K -59 Closed
AF
824
Arrow Financial
New York
-$6K -50 Closed
M
825
MOTCO
Texas
-$5K -47 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.