J.M. Smucker
755 hedge funds and large institutions have $8.28B invested in J.M. Smucker in 2018 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 232 increasing their positions, 282 reducing their positions, and 120 closing their positions.
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
29% more call options, than puts
Call options by funds: $86.7M | Put options by funds: $67.3M
2.27% less ownership
Funds ownership: 80.46% → 78.19% (-2.3%)
5% less funds holding
Funds holding: 794 → 755 (-39)
12% less capital invested
Capital invested by funds: $9.39B → $8.28B (-$1.11B)
18% less repeat investments, than reductions
Existing positions increased: 232 | Existing positions reduced: 282
28% less first-time investments, than exits
New positions opened: 87 | Existing positions closed: 120
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$344M |
| 2 |
State Street
Boston,
Massachusetts
|
+$78.5M |
| 3 |
BlackRock
New York
|
+$74M |
| 4 |
UH
Unigestion Holding
Geneva,
Switzerland
|
+$44M |
| 5 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$32.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$147M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$67.1M |
| 3 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$48.8M |
| 4 |
SCP
Seizert Capital Partners
Birmingham,
Michigan
|
-$42.6M |
| 5 |
Nordea Investment Management
Stockholm,
Sweden
|
-$40.9M |
SJM Hedge Fund Activity: Q4 2018 in Review
755 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q4 2018, worth a combined $8.28B — down 12% from $9.39B a quarter earlier.
Sellers outnumbered buyers: 120 funds closed out of SJM and 87 opened new positions — a net loss of 33 holders — while 282 trimmed existing stakes and 232 added.
The largest buyer was Bank of America, adding an estimated $344M. The largest seller was Fidelity Investments, cutting an estimated $147M.
- 755 institutional investors held J.M. Smucker (SJM) as of Q4 2018, down from 794 in Q3 2018.
- Funds reported $8.28B of J.M. Smucker stock for Q4 2018, down 12% quarter-over-quarter.
- 87 funds opened new J.M. Smucker positions in Q4 2018 and 120 closed out, a net change of -33 holders.
- The largest J.M. Smucker buyer in Q4 2018 was Bank of America, an estimated $344M added.
- The largest J.M. Smucker seller in Q4 2018 was Fidelity Investments, an estimated $147M sold.
Based on aggregated 13F filings for Q4 2018.