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J.M. Smucker

755 hedge funds and large institutions have $9.91B invested in J.M. Smucker in 2020 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 258 increasing their positions, 255 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.86% more ownership

Funds ownership: 79.29%82.15% (+2.9%)

4% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 91

1% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 255

0% less funds holding

Funds holding: 757755 (-2)

1% less capital invested

Capital invested by funds: $10B → $9.91B (-$107M)

14% less call options, than puts

Call options by funds: $35.9M | Put options by funds: $41.7M

63% less funds holding in top 10

Funds holding in top 10: 83 (-5)

Holders
755
Holders Change
-2
Holders Change %
-0.26%
% of All Funds
15.48%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.06%
New
95
Increased
258
Reduced
255
Closed
91
Calls
$35.9M
Puts
$41.7M
Net Calls
-$5.78M
Net Calls Change
-$9.05M
Name Holding Trade Value Shares
Change
Change in
Stake
CMBA
801
C.M. Bidwell & Associates
Hawaii
-$101K -911 Closed
BFM
802
Boston Financial Management
Massachusetts
-$101K -908 Closed
HFM
803
Harvest Fund Management
China
-$78K -711 Closed
SMFS
804
Squar Milner Financial Services
California
-$57K -520 Closed
RFM
805
Royal Fund Management
Florida
-$56K -510 Closed
WT
806
Washington Trust
Rhode Island
-$56K -500 Closed
DWM
807
Darwin Wealth Management
Florida
-$54K -491 Closed
WAM
808
Wolverine Asset Management
Illinois
-$53K -485 Closed
GSC
809
G&S Capital
Colorado
-$46K -417 Closed
GSWM
810
Golden State Wealth Management
California
-$46K -415 Closed
NC
811
NewSquare Capital
Pennsylvania
-$44K -400 Closed
CS
812
Capital Square
Tennessee
-$44K -396 Closed
KFI
813
Key Financial Inc
Pennsylvania
-$36K -321 Closed
ASN
814
Advisory Services Network
Georgia
-$35K -316 Closed
QAM
815
QCI Asset Management
New York
-$27K -241 Closed
CQS
816
Credential Qtrade Securities
-$16.6K -150 Closed
SSB
817
Sandy Spring Bank
Maryland
-$15K -134 Closed
AIS
818
Accurate Investment Solutions
Pennsylvania
-$11K -102 Closed
CAN
819
Claraphi Advisory Network
United States
-$11K -100 Closed
AIC
820
Ameritas Investment Company
Nebraska
-$9K -84 Closed
WAP
821
Wealthcare Advisory Partners
Pennsylvania
-$9K -77 Closed
EWM
822
EPG Wealth Management
Georgia
-$6K -52 Closed
MWM
823
MBE Wealth Management
Wisconsin
-$5K -50 Closed
CBT
824
Capital Bank & Trust
California
-$4K -35 Closed
EWM
825
Elmwood Wealth Management
California
-$2.23K -18 Closed

SJM Hedge Fund Activity: Q2 2020 in Review

755 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2020, worth a combined $9.91B — down 1.1% from $10B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new SJM positions and 91 closed out — a net gain of 4 holders — while 258 added to existing stakes and 255 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $103M. The largest seller was Fidelity Investments, cutting an estimated $154M.

  • 755 institutional investors held J.M. Smucker (SJM) as of Q2 2020, down from 757 in Q1 2020.
  • Funds reported $9.91B of J.M. Smucker stock for Q2 2020, down 1.1% quarter-over-quarter.
  • 95 funds opened new J.M. Smucker positions in Q2 2020 and 91 closed out, a net change of +4 holders.
  • The largest J.M. Smucker buyer in Q2 2020 was Renaissance Technologies, an estimated $103M added.
  • The largest J.M. Smucker seller in Q2 2020 was Fidelity Investments, an estimated $154M sold.

Based on aggregated 13F filings for Q2 2020.