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J.M. Smucker
SJM

842 hedge funds and large institutions have $12.1B invested in J.M. Smucker in 2021 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 301 increasing their positions, 282 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 62

11% more call options, than puts

Call options by funds: $45.1M | Put options by funds: $40.7M

1% more funds holding

Funds holding: 831 → 842 (+11)

7% more repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 282

1% more capital invested

Capital invested by funds: $12B → $12.1B (+$172M)

0.05% more ownership

Funds ownership: 87.6% → 87.64% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
842
Holders Change
+11
Holders Change %
+1.32%
% of All Funds
14.66%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
81
Increased
301
Reduced
282
Closed
62
Calls
$45.1M
Puts
$40.7M
Net Calls
+$4.37M
Net Calls Change
-$20.7M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$70M
2
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
+$44.7M
3
UBS Group
UBS Group
Switzerland
+$33M
4
OSAM
O'Shaughnessy Asset Management
Connecticut
+$31.4M
5
Squarepoint
Squarepoint
New York
+$27M

Top Sellers

Rank Fund Capital Flow
1
American Century Companies
American Century Companies
Missouri
-$86.4M
2
Two Sigma Advisers
Two Sigma Advisers
New York
-$58.1M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$50.5M
4
Holocene Advisors
Holocene Advisors
New York
-$40.2M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$37.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
RAM
801
Riggs Asset Management
Pennsylvania
$3K – – –
TH
802
TCTC Holdings
Texas
$3K – – –
WAS
803
Winch Advisory Services
Wisconsin
$3K – – –
UFF
804
USA Financial Formulas
Michigan
$3K +$2.79K +21 New
TWM
805
Tradition Wealth Management
Minnesota
$3K +$3.19K +24 New
Nisa Investment Advisors
806
Nisa Investment Advisors
Missouri
$2.27K -$1.2M -9,005 -34%
VCM
807
Versant Capital Management
Arizona
$2K -$4.91K -37 -66%
CHA
808
Carmichael Hill & Associates
Maryland
$2K -$1.06K -8 -36%
BWL
809
Bogart Wealth LLC
Virginia
$2K – – –
CCA
810
Column Capital Advisors
Indiana
$2K – – –
EWA
811
Evolution Wealth Advisors
Florida
$2K – – –
FI
812
FormulaFolio Investments
Michigan
$2K – – –
GLLW
813
Graves Light Lenhart Wealth
Virginia
$2K – – –
PO
814
Private Ocean
California
$2K – – –
TF
815
TimeScale Financial
Massachusetts
$2K – – –
MGIM
816
M&G Investment Management
United Kingdom
$1.24K +$48.2K +363 +4%
TAM
817
Tucker Asset Management
Colorado
$1.17K – – –
FPS
818
Fieldpoint Private Securities
Connecticut
$1K -$1.86K -14 -58%
BWM
819
BerganKDV Wealth Management
Minnesota
$1K – – –
BCPWM
820
Bradley & Co Private Wealth Management
Florida
$1K – – –
CCM
821
Cribstone Capital Management
Maine
$1K – – –
FA
822
Financial Avengers
California
$1K – – –
FEG
823
Financial Enhancement Group
Indiana
$1K – – –
FBT
824
First Bank & Trust
South Dakota
$1K – – –
LFG
825
Larson Financial Group
Missouri
$1K – – –
31 32
33
34 35

SJM Hedge Fund Activity: Q2 2021 in Review

842 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2021, worth a combined $12.1B — up 1.4% from $12B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new SJM positions and 62 closed out — a net gain of 19 holders — while 301 added to existing stakes and 282 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $70M. The largest seller was American Century Companies, cutting an estimated $86.4M.

  • 842 institutional investors held J.M. Smucker (SJM) as of Q2 2021, up from 831 in Q1 2021.
  • Funds reported $12.1B of J.M. Smucker stock for Q2 2021, up 1.4% quarter-over-quarter.
  • 81 funds opened new J.M. Smucker positions in Q2 2021 and 62 closed out, a net change of +19 holders.
  • The largest J.M. Smucker buyer in Q2 2021 was Morgan Stanley, an estimated $70M added.
  • The largest J.M. Smucker seller in Q2 2021 was American Century Companies, an estimated $86.4M sold.

Based on aggregated 13F filings for Q2 2021.