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J.M. Smucker

798 hedge funds and large institutions have $10.3B invested in J.M. Smucker in 2019 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 253 increasing their positions, 303 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more call options, than puts

Call options by funds: $76.8M | Put options by funds: $74.1M

2% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 83

0.25% less ownership

Funds ownership: 79.23%78.99% (-0.25%)

2% less capital invested

Capital invested by funds: $10.5B → $10.3B (-$165M)

1% less funds holding

Funds holding: 808798 (-10)

17% less repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 303

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
798
Holders Change
-10
Holders Change %
-1.24%
% of All Funds
17.33%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
85
Increased
253
Reduced
303
Closed
83
Calls
$76.8M
Puts
$74.1M
Net Calls
+$2.66M
Net Calls Change
-$42.4M
Name Holding Trade Value Shares
Change
Change in
Stake
RHAM
826
Round Hill Asset Management
California
-$214K -1,836 Closed
AWCI
827
Alpine Woods Capital Investors
New York
-$211K -1,815 Closed
DC
828
Diametric Capital
Massachusetts
-$209K -1,792 Closed
ABP
829
Arthur B. Page
-$207K -1,770 Closed
LNWWM
830
Laird Norton Wetherby Wealth Management
California
-$204K -1,758 Closed
NWA
831
New World Advisors
Massachusetts
-$198K -1,700 Closed
AA
832
Advisory Alpha
Michigan
-$170K -1,353 Closed
SHIM
833
Stone House Investment Management
Pennsylvania
-$112K -962 Closed
LFA
834
Legacy Financial Advisors
Kentucky
-$106K -905 Closed
OWD
835
Osborn Williams & Donohoe
Ohio
-$91K -763 Closed
WTB
836
Washington Trust Bank
Washington
-$86K -738 Closed
PCG
837
Private Capital Group
Connecticut
-$74K -634 Closed
ARMT
838
Amica Retiree Medical Trust
Rhode Island
-$73K -627 Closed
SWM
839
SeaCrest Wealth Management
New York
-$73K -624 Closed
LA
840
Legacy Advisors
Pennsylvania
-$68K -581 Closed
BBNA
841
Bremer Bank National Association
Minnesota
-$66K -545 Closed
AWM
842
Aevitas Wealth Management
Massachusetts
-$52K -453 Closed
CWM
843
Cornerstone Wealth Management
Missouri
-$236K -357 Closed
CFD
844
Creative Financial Designs
Indiana
-$36K -309 Closed
CAM
845
Cresset Asset Management
Illinois
-$36K -309 Closed
AIA
846
Alera Investment Advisors
Illinois
-$35K -300 Closed
MFW
847
Mosaic Family Wealth
Missouri
-$33K -280 Closed
WCM
848
WealthBridge Capital Management
Ohio
-$34K -268 Closed
PAM
849
Paradigm Asset Management
New York
-$29.1K -250 Closed
BAM
850
Bruderman Asset Management
New York
-$23K -200 Closed

SJM Hedge Fund Activity: Q2 2019 in Review

798 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2019, worth a combined $10.3B — down 1.6% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new SJM positions and 83 closed out — a net gain of 2 holders — while 253 added to existing stakes and 303 trimmed.

The largest buyer was Nuveen, adding an estimated $71.8M. The largest seller was Citadel Advisors, cutting an estimated $88M.

  • 798 institutional investors held J.M. Smucker (SJM) as of Q2 2019, down from 808 in Q1 2019.
  • Funds reported $10.3B of J.M. Smucker stock for Q2 2019, down 1.6% quarter-over-quarter.
  • 85 funds opened new J.M. Smucker positions in Q2 2019 and 83 closed out, a net change of +2 holders.
  • The largest J.M. Smucker buyer in Q2 2019 was Nuveen, an estimated $71.8M added.
  • The largest J.M. Smucker seller in Q2 2019 was Citadel Advisors, an estimated $88M sold.

Based on aggregated 13F filings for Q2 2019.