We are live on ! Find out more
SJM icon

J.M. Smucker

779 hedge funds and large institutions have $10.9B invested in J.M. Smucker in 2020 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 283 increasing their positions, 257 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

48% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 64

26% more call options, than puts

Call options by funds: $52.2M | Put options by funds: $41.6M

10% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 257

10% more capital invested

Capital invested by funds: $9.91B → $10.9B (+$989M)

3% more funds holding

Funds holding: 755779 (+24)

0.64% more ownership

Funds ownership: 82.15%82.79% (+0.64%)

Holders
779
Holders Change
+24
Holders Change %
+3.18%
% of All Funds
15.72%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.14%
New
95
Increased
283
Reduced
257
Closed
64
Calls
$52.2M
Puts
$41.6M
Net Calls
+$10.7M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$19.5M -$548K -4,918 -3%
GI
77
GAMCO Investors
Connecticut
$19.3M -$308K -2,760 -2%
Principal Financial Group
78
Principal Financial Group
Iowa
$18.9M -$726K -6,512 -4%
State Board of Administration of Florida Retirement System
79
State Board of Administration of Florida Retirement System
Florida
$18.9M +$16.9K +152 +0.1%
BCM
80
Bridgeway Capital Management
Texas
$18.3M -$1.72M -15,400 -9%
QI
81
QS Investors
New York
$17.9M +$11.2M +100,178 +182%
New York State Teachers Retirement System (NYSTRS)
82
New York State Teachers Retirement System (NYSTRS)
New York
$17.4M -$368K -3,297 -2%
DZ Bank
83
DZ Bank
Germany
$17.1M +$1.89M +16,945 +13%
Barclays
84
Barclays
United Kingdom
$16.8M +$6.55M +58,768 +68%
HSBC Holdings
85
HSBC Holdings
United Kingdom
$15.8M -$1.02M -9,138 -6%
Lord, Abbett & Co
86
Lord, Abbett & Co
New Jersey
$15.6M -$167K -1,500 -1%
ST
87
Sabal Trust
Florida
$15.5M +$807K +7,242 +6%
Arrowstreet Capital
88
Arrowstreet Capital
Massachusetts
$15.4M +$12.5M +111,901 +513%
UBS Group
89
UBS Group
Switzerland
$15.1M -$930K -8,344 -6%
AIG
90
American International Group
New York
$14.9M +$9.11M +81,758 +173%
Citigroup
91
Citigroup
New York
$14.7M +$1.16M +10,401 +9%
SAM
92
Storebrand Asset Management
Norway
$14.7M +$7.88M +70,664 +126%
RJA
93
Raymond James & Associates
Florida
$14.5M +$231K +2,070 +2%
Adage Capital Partners
94
Adage Capital Partners
Massachusetts
$14.4M +$100K +900 +0.7%
Schroder Investment Management Group
95
Schroder Investment Management Group
United Kingdom
$14.4M -$7.42M -66,578 -35%
GF
96
Gabelli Funds
New York
$14.1M -$55.7K -500 -0.4%
PI
97
PGGM Investments
Netherlands
$14.1M +$11.1M +100,000 +448%
STCG
98
Speece Thorson Capital Group
Minnesota
$13.9M +$1.2M +10,793 +10%
DP
99
DDD Partners
Washington
$13.7M +$1.4M +12,538 +12%
GHA
100
GW Henssler & Associates
Georgia
$13.6M +$134K +1,202 +1%

SJM Hedge Fund Activity: Q3 2020 in Review

779 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q3 2020, worth a combined $10.9B — up 10% from $9.91B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new SJM positions and 64 closed out — a net gain of 31 holders — while 283 added to existing stakes and 257 trimmed.

The largest buyer was Select Equity Group, adding an estimated $60.3M. The largest seller was Nordea Investment Management, cutting an estimated $80.4M.

  • 779 institutional investors held J.M. Smucker (SJM) as of Q3 2020, up from 755 in Q2 2020.
  • Funds reported $10.9B of J.M. Smucker stock for Q3 2020, up 10% quarter-over-quarter.
  • 95 funds opened new J.M. Smucker positions in Q3 2020 and 64 closed out, a net change of +31 holders.
  • The largest J.M. Smucker buyer in Q3 2020 was Select Equity Group, an estimated $60.3M added.
  • The largest J.M. Smucker seller in Q3 2020 was Nordea Investment Management, an estimated $80.4M sold.

Based on aggregated 13F filings for Q3 2020.