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J.M. Smucker

842 hedge funds and large institutions have $12.1B invested in J.M. Smucker in 2021 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 301 increasing their positions, 282 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 62

11% more call options, than puts

Call options by funds: $45.1M | Put options by funds: $40.7M

1% more funds holding

Funds holding: 831842 (+11)

7% more repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 282

1% more capital invested

Capital invested by funds: $12B → $12.1B (+$172M)

0.05% more ownership

Funds ownership: 87.6%87.64% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
842
Holders Change
+11
Holders Change %
+1.32%
% of All Funds
14.66%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
81
Increased
301
Reduced
282
Closed
62
Calls
$45.1M
Puts
$40.7M
Net Calls
+$4.37M
Net Calls Change
-$20.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CCIA
851
Campbell & Co Investment Adviser
Maryland
-$734K -5,800 Closed
Pzena Investment Management
852
Pzena Investment Management
New York
-$725K -5,733 Closed
AIM
853
Aigen Investment Management
New York
-$709K -5,602 Closed
PCM
854
Prelude Capital Management
New York
-$673K -5,318 Closed
DLHL
855
Donald L. Hagan LLC
Florida
-$657K -5,192 Closed
SFSG
856
Sound Financial Strategies Group
Mississippi
-$628K -4,960 Closed
VFA
857
Voya Financial Advisors
Connecticut
-$484K -3,765 Closed
OQS
858
Occudo Quantitative Strategies
Florida
-$445K -3,514 Closed
MWNA
859
Marshall Wace North America
New York
-$390K -3,079 Closed
QIM
860
Quantitative Investment Management
Virginia
-$377K -2,985 Closed
QCM
861
Quantinno Capital Management
New York
-$291K -2,299 Closed
WANY
862
Wealthspire Advisors (New York)
New York
-$279K -2,205 Closed
TNB
863
Thomasville National Bank
Georgia
-$217K -1,957 Closed
CDH
864
Charles D. Hyman
-$234K -1,850 Closed
GTCM
865
Gyon Technologies Capital Management
New Jersey
-$228K -1,802 Closed
CI
866
Conning Inc
Connecticut
-$211K -1,668 Closed
WI
867
WrapManager Inc
California
-$208K -1,643 Closed
XT
868
XTX Topco
Cayman Islands
-$203K -1,607 Closed
HCM
869
Hengehold Capital Management
Ohio
-$203K -1,604 Closed
SLF
870
Sun Life Financial
Ontario, Canada
-$194K -1,534 Closed
SIM
871
Sentry Investment Management
Wisconsin
-$150K -1,182 Closed
VFA
872
Valeo Financial Advisors
Indiana
-$128K -1,012 Closed
AssetMark Inc
873
AssetMark Inc
California
-$122K -968 Closed
IAM
874
Infusive Asset Management
New York
-$122K -967 Closed
RWG
875
Regal Wealth Group
California
-$79K -624 Closed

SJM Hedge Fund Activity: Q2 2021 in Review

842 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2021, worth a combined $12.1B — up 1.4% from $12B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new SJM positions and 62 closed out — a net gain of 19 holders — while 301 added to existing stakes and 282 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $70M. The largest seller was American Century Companies, cutting an estimated $86.4M.

  • 842 institutional investors held J.M. Smucker (SJM) as of Q2 2021, up from 831 in Q1 2021.
  • Funds reported $12.1B of J.M. Smucker stock for Q2 2021, up 1.4% quarter-over-quarter.
  • 81 funds opened new J.M. Smucker positions in Q2 2021 and 62 closed out, a net change of +19 holders.
  • The largest J.M. Smucker buyer in Q2 2021 was Morgan Stanley, an estimated $70M added.
  • The largest J.M. Smucker seller in Q2 2021 was American Century Companies, an estimated $86.4M sold.

Based on aggregated 13F filings for Q2 2021.