J.M. Smucker
809 hedge funds and large institutions have $11.3B invested in J.M. Smucker in 2018 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 262 increasing their positions, 283 reducing their positions, and 58 closing their positions.
29% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 58
28% more call options, than puts
Call options by funds: $117M | Put options by funds: $91.8M
2.73% more ownership
Funds ownership: 77.8% → 80.53% (+2.7%)
1% more funds holding
Funds holding: 799 → 809 (+10)
3% more capital invested
Capital invested by funds: $11B → $11.3B (+$364M)
7% less repeat investments, than reductions
Existing positions increased: 262 | Existing positions reduced: 283
13% less funds holding in top 10
Funds holding in top 10: 15 → 13 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$151M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$89.5M |
| 3 |
BlackRock
New York
|
+$85M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
+$70M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$67.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$164M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$67.1M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$22.9M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$22.6M |
| 5 |
Two Sigma Advisers
New York
|
-$19.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WWM
851
Willingdon Wealth Management
Huntersville,
North Carolina
| – | -$5.37K | -43 | -96% |
|
|
TL
852
TrueWealth LLC
Atlanta,
Georgia
| – | -$5K | -38 | Closed |
|
|
PFA
853
Pathway Financial Advisors
South Burlington,
Vermont
| – | -$2K | -20 | Closed |
|
854
ClearBridge Investments
New York
| – | -$2K | -15 | Closed |
|
|
TRCT
855
Tower Research Capital (TRC)
New York
| – | -$2K | -14 | Closed |
|
|
AP
856
Atwood & Palmer
Kansas City,
Missouri
| – | -$2K | -13 | Closed |
|
|
CFN
857
Cordasco Financial Network
Naples,
Florida
| – | -$1K | -7 | Closed |
|
|
OC
858
Oakworth Capital
Birmingham,
Alabama
| – | -$250 | -2 | -33% |
|
|
SFA
859
Spectrum Financial Alliance
Nicholasville,
Kentucky
| – | +$250 | +2 | New |
|
|
VIA
860
Vantage Investment Advisors
State College,
Pennsylvania
| – | +$375 | +3 | New |
|
|
GWA
861
Guidant Wealth Advisors
Palatine,
Illinois
| – | +$624 | +5 | New |
|
SJM Hedge Fund Activity: Q1 2018 in Review
809 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q1 2018, worth a combined $11.3B — up 3.3% from $11B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new SJM positions and 58 closed out — a net gain of 17 holders — while 262 added to existing stakes and 283 trimmed.
The largest buyer was State Street, adding an estimated $151M. The largest seller was Fidelity Investments, cutting an estimated $164M.
- 809 institutional investors held J.M. Smucker (SJM) as of Q1 2018, up from 799 in Q4 2017.
- Funds reported $11.3B of J.M. Smucker stock for Q1 2018, up 3.3% quarter-over-quarter.
- 75 funds opened new J.M. Smucker positions in Q1 2018 and 58 closed out, a net change of +17 holders.
- The largest J.M. Smucker buyer in Q1 2018 was State Street, an estimated $151M added.
- The largest J.M. Smucker seller in Q1 2018 was Fidelity Investments, an estimated $164M sold.
Based on aggregated 13F filings for Q1 2018.