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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
IAS
851
IMA Advisory Services
Colorado
-$23K -200 Closed
Rockefeller Capital Management
852
Rockefeller Capital Management
New York
-$22K -187 Closed
MNBTD
853
Moody National Bank Trust Division
Texas
-$21K -184 Closed
HCA
854
Horan Capital Advisors
Ohio
-$17K -142 Closed
CHP
855
Cable Hill Partners
Oregon
-$13K -108 Closed
BHWM
856
Bay Harbor Wealth Management
Maryland
-$13.1K -107 -99%
PGA
857
Premia Global Advisors
Florida
-$12K -106 Closed
CAC
858
Certified Advisory Corp
Florida
-$12K -102 Closed
HWA
859
Heritage Wealth Advisors
Virginia
-$11.2K -96 Closed
OFS
860
Orrstown Financial Services
Pennsylvania
-$3K -27 Closed
AIC
861
Ameritas Investment Company
Nebraska
-$3K -26 Closed
CCMIC
862
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
-$3K -25 Closed
DBT
863
Dubuque Bank & Trust
Iowa
-$3K -25 Closed
GTAM
864
Global Trust Asset Management
Florida
-$2K -19 Closed
NWM
865
Northwest Wealth Management
Iowa
-$2K -19 Closed
LC
866
Lavaca Capital
Texas
-$2K -17 Closed
LPC
867
Loeb Partners Corp
New York
-$1K -9 Closed
OFW
868
Omnia Family Wealth
Florida
-$1K -9 Closed
IWP
869
Icon Wealth Partners
Texas
-$1K -7 Closed
MSA
870
Marino Stram & Associates
Massachusetts
-$1K -5 Closed
GCM
871
Gables Capital Management
Florida
-$244 -2 -50%
RWA
872
Redhawk Wealth Advisors
Minnesota
+$122 +1 New
OC
873
Oakworth Capital
Alabama
+$488 +4 +100%

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.