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J.M. Smucker
SJM

779 hedge funds and large institutions have $10.9B invested in J.M. Smucker in 2020 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 283 increasing their positions, 257 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 3 → 7 (+4)

48% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 64

26% more call options, than puts

Call options by funds: $52.2M | Put options by funds: $41.6M

10% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 257

10% more capital invested

Capital invested by funds: $9.91B → $10.9B (+$989M)

3% more funds holding

Funds holding: 755 → 779 (+24)

0.64% more ownership

Funds ownership: 82.15% → 82.79% (+0.64%)

Holders
779
Holders Change
+24
Holders Change %
+3.18%
% of All Funds
15.72%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.14%
New
95
Increased
283
Reduced
257
Closed
64
Calls
$52.2M
Puts
$41.6M
Net Calls
+$10.7M
Net Calls Change
+$16.4M

Top Buyers

1
Select Equity Group
Select Equity Group
New York
+$60.3M
2
State Street
State Street
Massachusetts
+$53.6M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$19.2M
4
American Century Companies
American Century Companies
Missouri
+$17.9M
5
LSV Asset Management
LSV Asset Management
Illinois
+$15.9M

Top Sellers

1
Nordea Investment Management
Nordea Investment Management
Sweden
-$80.4M
2
Invesco
Invesco
Georgia
-$44.4M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$34.5M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$25.6M
5
Ameriprise
Ameriprise
Minnesota
-$21.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
801
Alterna Wealth Management
Texas
– -$316K -2,983 Closed
CRWM
802
Castle Rock Wealth Management
California
– -$334K -2,950 Closed
BCM
803
Becker Capital Management
Oregon
– -$292K -2,755 Closed
HCM
804
Hodges Capital Management
Texas
– -$291K -2,752 Closed
DIM
805
DC Investments Management
Virginia
– -$258K -2,436 Closed
CIM
806
CIM Investment Management
Pennsylvania
– -$252K -2,386 Closed
PAMP
807
Polar Asset Management Partners
Ontario, Canada
– -$250K -2,363 Closed
AIM
808
Alambic Investment Management
California
– -$238K -2,250 Closed
6M
809
6 Meridian
Kansas
– -$225K -2,125 Closed
WSCM
810
Wellington Shields Capital Management
New York
– -$212K -2,000 Closed
WSC
811
Wellington Shields & Co
New York
– -$212K -2,000 Closed
BOH
812
Bank of Hawaii
Hawaii
– -$205K -1,938 Closed
DSC
813
Duncker Streett & Co
Missouri
– -$128K -1,210 Closed
ACA
814
Atlas Capital Advisors
Wyoming
– -$104K -983 Closed
SF
815
Synovus Financial
Georgia
– -$66K -625 Closed
OPS
816
Orion Portfolio Solutions
Nebraska
– -$65K -610 Closed
RDWM
817
Red Door Wealth Management
Tennessee
– -$31K -294 Closed
SCA
818
Stonebridge Capital Advisors
Minnesota
– -$30K -280 Closed
KPW
819
Kore Private Wealth
New York
– -$25K -239 Closed
CG
820
Cutler Group
California
– -$23K -224 Closed
WFMPM
821
Woodley Farra Manion Portfolio Management
Indiana
– -$16K -150 Closed
AWM
822
Apollon Wealth Management
South Carolina
– -$14K -136 Closed
GAM
823
Guinness Asset Management
United Kingdom
– -$13K -119 Closed
TF
824
Tompkins Financial
New York
– -$11K -100 Closed
HFA
825
Hoover Financial Advisors
Pennsylvania
– -$10K -90 Closed
30 31 32
33
34

SJM Hedge Fund Activity: Q3 2020 in Review

779 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q3 2020, worth a combined $10.9B — up 10% from $9.91B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new SJM positions and 64 closed out — a net gain of 31 holders — while 283 added to existing stakes and 257 trimmed.

The largest buyer was Select Equity Group, adding an estimated $60.3M. The largest seller was Nordea Investment Management, cutting an estimated $80.4M.

  • 779 institutional investors held J.M. Smucker (SJM) as of Q3 2020, up from 755 in Q2 2020.
  • Funds reported $10.9B of J.M. Smucker stock for Q3 2020, up 10% quarter-over-quarter.
  • 95 funds opened new J.M. Smucker positions in Q3 2020 and 64 closed out, a net change of +31 holders.
  • The largest J.M. Smucker buyer in Q3 2020 was Select Equity Group, an estimated $60.3M added.
  • The largest J.M. Smucker seller in Q3 2020 was Nordea Investment Management, an estimated $80.4M sold.

Based on aggregated 13F filings for Q3 2020.