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J.M. Smucker

831 hedge funds and large institutions have $12B invested in J.M. Smucker in 2021 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 301 increasing their positions, 276 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 69

41% more call options, than puts

Call options by funds: $86.7M | Put options by funds: $61.6M

10% more capital invested

Capital invested by funds: $10.8B → $12B (+$1.12B)

4.75% more ownership

Funds ownership: 82.85%87.6% (+4.8%)

4% more funds holding

Funds holding: 801831 (+30)

9% more repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 276

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
831
Holders Change
+30
Holders Change %
+3.75%
% of All Funds
14.59%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
103
Increased
301
Reduced
276
Closed
69
Calls
$86.7M
Puts
$61.6M
Net Calls
+$25.1M
Net Calls Change
+$47.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
851
Brooktree Capital Management
Michigan
-$296K -2,561 Closed
SCM
852
Stevens Capital Management
Pennsylvania
-$276K -2,388 Closed
VAG
853
VisionPoint Advisory Group
Texas
-$272K -2,352 Closed
WCA
854
Westover Capital Advisors
Delaware
-$253K -2,187 Closed
LCP
855
Legacy Capital Partners
Wisconsin
-$233K -2,013 Closed
CAG
856
Curtis Advisory Group
California
-$231K -2,000 Closed
CA
857
Capitolis Advisors
New York
-$207K -1,794 Closed
PT
858
Plimoth Trust
Massachusetts
-$200K -1,733 Closed
SC
859
SouthState Corp
Florida
-$138K -1,190 Closed
NICM
860
Neo Ivy Capital Management
New York
-$127K -1,097 Closed
IA
861
Inspire Advisors
Idaho
-$105K -906 Closed
VCG
862
Vantage Consulting Group
Virginia
-$101K -875 Closed
LTI
863
Laffer Tengler Investments
Tennessee
-$97.7K -852 Closed
BWM
864
Birchcreek Wealth Management
Ohio
-$98K -851 Closed
PFO
865
Pathstone Family Office
New Jersey
-$98K -846 Closed
PWPS
866
Pinnacle Wealth Planning Services
Ohio
-$96K -834 Closed
CHC
867
City Holding Co
West Virginia
-$83K -722 Closed
CAAS
868
Capital Asset Advisory Services
Michigan
-$62K -537 Closed
PS
869
Planned Solutions
California
-$52K -450 Closed
D
870
Diversified
Delaware
-$36K -311 Closed
BWA
871
Burt Wealth Advisors
Maryland
-$35K -300 Closed
KC
872
Kinloch Capital
Virginia
-$17K -145 Closed
SFG
873
Sowa Financial Group
Rhode Island
-$13K -114 Closed
ARMC
874
American Research & Management Company
Massachusetts
-$13K -113 Closed
CCA
875
Childress Capital Advisors
Texas
-$10K -89 Closed