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J.M. Smucker

741 hedge funds and large institutions have $9.93B invested in J.M. Smucker in 2019 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 260 increasing their positions, 277 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $68.6M | Put options by funds: $61.4M

0.23% more ownership

Funds ownership: 78.99%79.22% (+0.23%)

4% less capital invested

Capital invested by funds: $10.3B → $9.93B (-$396M)

6% less repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 277

7% less funds holding

Funds holding: 798741 (-57)

54% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 102

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
741
Holders Change
-57
Holders Change %
-7.14%
% of All Funds
16.25%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
47
Increased
260
Reduced
277
Closed
102
Calls
$68.6M
Puts
$61.4M
Net Calls
+$7.23M
Net Calls Change
+$4.57M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
76
PGGM Investments
Netherlands
$19.1M
National Pension Service
77
National Pension Service
South Korea
$18.8M +$968K +8,681 +5%
Principal Financial Group
78
Principal Financial Group
Iowa
$18.8M +$147K +1,321 +0.8%
New York State Teachers Retirement System (NYSTRS)
79
New York State Teachers Retirement System (NYSTRS)
New York
$18.4M -$421K -3,781 -2%
State Board of Administration of Florida Retirement System
80
State Board of Administration of Florida Retirement System
Florida
$17.4M +$303K +2,719 +2%
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$16.8M +$4.29M +38,469 +34%
Fidelity International
82
Fidelity International
Bermuda
$16.4M -$334 -3 -0%
Mitsubishi UFJ Trust & Banking
83
Mitsubishi UFJ Trust & Banking
Japan
$16.1M +$2.04M +18,320 +14%
GF
84
Gabelli Funds
New York
$15.3M -$892K -8,000 -5%
PR
85
Payden & Rygel
California
$15.3M +$15.5M +138,700 New
Adage Capital Partners
86
Adage Capital Partners
Massachusetts
$14.9M -$145K -1,300 -0.9%
GC
87
Guggenheim Capital
Illinois
$14.4M +$846K +7,589 +6%
CC
88
Cornerstone Capital
California
$14.2M +$13.9M +124,599 +2,775%
Royal Bank of Canada
89
Royal Bank of Canada
Ontario, Canada
$13.9M -$1.17M -10,538 -8%
Canada Life
90
Canada Life
Manitoba, Canada
$13.5M -$3.55M -31,873 -21%
Citigroup
91
Citigroup
New York
$13.3M -$816K -7,319 -6%
HighTower Advisors
92
HighTower Advisors
Illinois
$12.8M +$717K +6,436 +6%
Toronto Dominion Bank
93
Toronto Dominion Bank
Ontario, Canada
$12.3M -$16M -143,346 -56%
Manulife (Manufacturers Life Insurance)
94
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12M +$1.58M +14,194 +15%
HSBC Holdings
95
HSBC Holdings
United Kingdom
$11.9M +$1.21M +10,858 +11%
DP
96
DDD Partners
Washington
$11.3M -$110K -985 -0.9%
MSV
97
MN Services Vermogensbeheer
Netherlands
$10.9M +$4.59M +41,196 +71%
Chevy Chase Trust
98
Chevy Chase Trust
Maryland
$10.6M +$31.8K +285 +0.3%
Envestnet Asset Management
99
Envestnet Asset Management
Illinois
$10.2M -$1.54M -13,841 -13%
BGIM
100
Brandywine Global Investment Management
Pennsylvania
$10M -$795K -7,134 -7%

SJM Hedge Fund Activity: Q3 2019 in Review

741 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q3 2019, worth a combined $9.93B — down 3.8% from $10.3B a quarter earlier.

Sellers outnumbered buyers: 102 funds closed out of SJM and 47 opened new positions — a net loss of 55 holders — while 277 trimmed existing stakes and 260 added.

The largest buyer was Fidelity Investments, adding an estimated $68.1M. The largest seller was Millennium Management, cutting an estimated $66.1M.

  • 741 institutional investors held J.M. Smucker (SJM) as of Q3 2019, down from 798 in Q2 2019.
  • Funds reported $9.93B of J.M. Smucker stock for Q3 2019, down 3.8% quarter-over-quarter.
  • 47 funds opened new J.M. Smucker positions in Q3 2019 and 102 closed out, a net change of -55 holders.
  • The largest J.M. Smucker buyer in Q3 2019 was Fidelity Investments, an estimated $68.1M added.
  • The largest J.M. Smucker seller in Q3 2019 was Millennium Management, an estimated $66.1M sold.

Based on aggregated 13F filings for Q3 2019.