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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
Barclays
76
Barclays
United Kingdom
$22.2M -$2.1M -15,805 -8%
Lord, Abbett & Co
77
Lord, Abbett & Co
New Jersey
$21.8M -$116K -870 -0.5%
Citigroup
78
Citigroup
New York
$21.5M +$6.4M +48,207 +41%
VI
79
Vestcor Inc
New Brunswick, Canada
$21.1M +$14.6M +110,199 +208%
BGIM
80
Brandywine Global Investment Management
Pennsylvania
$20.6M +$8.73M +65,731 +71%
Prudential Financial
81
Prudential Financial
New Jersey
$20.5M +$346K +2,607 +2%
CC
82
Cornerstone Capital
California
$20.5M -$3.98K -30 -0%
KBC Group
83
KBC Group
Belgium
$20.4M +$169K +1,276 +0.8%
UH
84
Unigestion Holding
Switzerland
$20.2M -$5.44M -40,947 -21%
New York State Common Retirement Fund
85
New York State Common Retirement Fund
New York
$20.1M -$2.85M -21,435 -12%
State Board of Administration of Florida Retirement System
86
State Board of Administration of Florida Retirement System
Florida
$20M -$1.59M -11,960 -7%
ST
87
Sabal Trust
Florida
$19.9M +$340K +2,562 +2%
Principal Financial Group
88
Principal Financial Group
Iowa
$19.7M +$448K +3,372 +2%
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$19.5M -$593K -4,467 -3%
STCG
90
Speece Thorson Capital Group
Minnesota
$19M -$2.08M -15,694 -10%
Truist Financial
91
Truist Financial
North Carolina
$18.2M -$2.8M -21,051 -13%
Man Group
92
Man Group
United Kingdom
$17.8M +$1.24M +9,367 +7%
BCM
93
Bridgeway Capital Management
Texas
$17.3M +$3.18M +23,950 +22%
Balyasny Asset Management
94
Balyasny Asset Management
Illinois
$17.3M -$8.46M -63,716 -32%
AA
95
ALPS Advisors
Colorado
$17.2M
GC
96
Guggenheim Capital
Illinois
$17.2M -$2.53M -19,065 -13%
DP
97
DDD Partners
Washington
$16.7M +$421K +3,169 +3%
New York State Teachers Retirement System (NYSTRS)
98
New York State Teachers Retirement System (NYSTRS)
New York
$16.4M -$679K -5,113 -4%
QI
99
QS Investors
New York
$16.4M +$9.24M +69,575 +122%
Caisse de Depot et Placement du Quebec (CDPQ)
100
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$16.3M +$11.7M +88,476 +239%

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.