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J.M. Smucker
SJM

757 hedge funds and large institutions have $10B invested in J.M. Smucker in 2020 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 223 increasing their positions, 310 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 2 → 8 (+6)

8% more call options, than puts

Call options by funds: $41.9M | Put options by funds: $38.6M

5% more capital invested

Capital invested by funds: $9.54B → $10B (+$475M)

0% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 94

1.18% less ownership

Funds ownership: 80.47% → 79.29% (-1.2%)

1% less funds holding

Funds holding: 768 → 757 (-11)

28% less repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 310

Holders
757
Holders Change
-11
Holders Change %
-1.43%
% of All Funds
16.68%
Holding in Top 10
8
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+300%
% of All Funds
0.18%
New
94
Increased
223
Reduced
310
Closed
94
Calls
$41.9M
Puts
$38.6M
Net Calls
+$3.27M
Net Calls Change
+$22M

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$51.9M
2
Wells Fargo
Wells Fargo
California
+$34.3M
3
Victory Capital Management
Victory Capital Management
Texas
+$32.9M
4
Renaissance Technologies
Renaissance Technologies
New York
+$32.8M
5
American Century Companies
American Century Companies
Missouri
+$29.7M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$72.5M
2
Morgan Stanley
Morgan Stanley
New York
-$63.7M
3
AI
Ariel Investments
Illinois
-$43.5M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$43.4M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$40.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
GLI
826
Guardian Life Insurance
New York
– -$34K -330 Closed
RA
827
Rational Advisors
New York
– -$30K -287 Closed
LWM
828
Lionsbridge Wealth Management
Florida
– -$19K -188 Closed
HF
829
Halpern Financial
Virginia
– -$18K -173 Closed
HWM
830
Howard Wealth Management
Connecticut
– -$15K -151 Closed
HCA
831
Horan Capital Advisors
Ohio
– -$15K -142 Closed
BUB
832
BBVA USA Bancshares
Texas
– -$13K -126 Closed
BAMG
833
Brand Asset Management Group
Missouri
– -$10K -100 Closed
AA
834
Argent Advisors
Louisiana
– -$6K -58 Closed
EWA
835
Evolution Wealth Advisors
Florida
– -$2K -19 Closed
RMAM
836
Raab & Moskowitz Asset Management
New Jersey
– -$1K -18 Closed
LPWM
837
Lake Point Wealth Management
Texas
– -$2K -15 Closed
PWP
838
Personal Wealth Partners
Minnesota
– -$2K -15 Closed
Fidelity International
839
Fidelity International
Bermuda
– -$534 -5 -71%
PFO
840
Pathstone Family Office
New Jersey
– +$428 +4 New
30 31 32 33
34

SJM Hedge Fund Activity: Q1 2020 in Review

757 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q1 2020, worth a combined $10B — up 5% from $9.54B a quarter earlier.

Fund positioning in SJM was balanced in Q1 2020: 94 funds opened new positions, 94 closed out, 223 added to existing stakes and 310 trimmed.

The largest buyer was Invesco, adding an estimated $51.9M. The largest seller was Fidelity Investments, cutting an estimated $72.5M.

  • 757 institutional investors held J.M. Smucker (SJM) as of Q1 2020, down from 768 in Q4 2019.
  • Funds reported $10B of J.M. Smucker stock for Q1 2020, up 5% quarter-over-quarter.
  • 94 funds opened new J.M. Smucker positions in Q1 2020 and 94 closed out, a net change of 0 holders.
  • The largest J.M. Smucker buyer in Q1 2020 was Invesco, an estimated $51.9M added.
  • The largest J.M. Smucker seller in Q1 2020 was Fidelity Investments, an estimated $72.5M sold.

Based on aggregated 13F filings for Q1 2020.