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J.M. Smucker

810 hedge funds and large institutions have $10.3B invested in J.M. Smucker in 2018 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 292 increasing their positions, 268 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.72% more ownership

Funds ownership: 80.53%84.25% (+3.7%)

9% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 85

9% more repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 268

0% more funds holding

Funds holding: 809810 (+1)

9% less capital invested

Capital invested by funds: $11.3B → $10.3B (-$1.05B)

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

47% less call options, than puts

Call options by funds: $111M | Put options by funds: $211M

Holders
810
Holders Change
+1
Holders Change %
+0.12%
% of All Funds
18.54%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.18%
New
93
Increased
292
Reduced
268
Closed
85
Calls
$111M
Puts
$211M
Net Calls
-$99.5M
Net Calls Change
-$125M
Name Holding Trade Value Shares
Change
Change in
Stake
TIA
101
Tandem Investment Advisors
South Carolina
$12.4M +$3.41M +30,369 +36%
Manulife (Manufacturers Life Insurance)
102
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12M +$24.9K +222 +0.2%
William Blair & Company
103
William Blair & Company
Illinois
$12M +$625K +5,566 +5%
STCG
104
Speece Thorson Capital Group
Minnesota
$11.7M -$5.66M -50,366 -32%
BGIM
105
Brandywine Global Investment Management
Pennsylvania
$11.6M -$133K -1,182 -1%
Lazard Asset Management
106
Lazard Asset Management
New York
$11.5M -$40.2M -357,970 -77%
VOYA Investment Management
107
VOYA Investment Management
Georgia
$11.2M +$3.03M +27,011 +35%
AAF
108
Andra AP-fonden
Sweden
$10.8M +$3.62M +32,200 +47%
Robeco Institutional Asset Management
109
Robeco Institutional Asset Management
Netherlands
$10.4M -$304K -2,708 -3%
Teacher Retirement System of Texas
110
Teacher Retirement System of Texas
Texas
$10.4M +$6.4M +57,031 +144%
Chevy Chase Trust
111
Chevy Chase Trust
Maryland
$10.4M -$50.1K -446 -0.5%
BC
112
Bartlett & Co
Ohio
$10.3M -$509K -4,533 -4%
BCWM
113
Bartlett & Co Wealth Management
Ohio
$10.3M -$509K -4,533 -4%
AG
114
Aperio Group
California
$10.3M +$334K +2,977 +3%
KeyBank National Association
115
KeyBank National Association
Ohio
$10.2M -$465K -4,141 -4%
USAA
116
United Services Automobile Association
Texas
$9.71M +$2.45M +21,810 +32%
DGHMC
117
Dalton, Greiner, Hartman, Maher & Co
New York
$9.68M +$7.41M +66,020 +274%
HSBC Holdings
118
HSBC Holdings
United Kingdom
$9.62M -$2.95M -26,229 -23%
US Bancorp
119
US Bancorp
Minnesota
$9.55M -$1.42M -12,687 -12%
RMCM
120
Reynders McVeigh Capital Management
Massachusetts
$9.24M -$405K -3,607 -4%
M&T Bank
121
M&T Bank
New York
$9.15M -$50.3K -448 -0.5%
CEI
122
Clark Estates Inc
New York
$9.07M +$6M +53,410 +172%
SYBT
123
Stock Yards Bank & Trust
Kentucky
$9.05M -$133K -1,181 -1%
CM
124
Capital Management
Virginia
$8.62M +$6.4M +56,990 +246%
DWA
125
Douglass Winthrop Advisors
New York
$8.61M +$1.57M +13,990 +21%

SJM Hedge Fund Activity: Q2 2018 in Review

810 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2018, worth a combined $10.3B — down 9.3% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new SJM positions and 85 closed out — a net gain of 8 holders — while 292 added to existing stakes and 268 trimmed.

The largest buyer was Vanguard Group, adding an estimated $105M. The largest seller was PNC Financial Services Group, cutting an estimated $78.5M.

  • 810 institutional investors held J.M. Smucker (SJM) as of Q2 2018, up from 809 in Q1 2018.
  • Funds reported $10.3B of J.M. Smucker stock for Q2 2018, down 9.3% quarter-over-quarter.
  • 93 funds opened new J.M. Smucker positions in Q2 2018 and 85 closed out, a net change of +8 holders.
  • The largest J.M. Smucker buyer in Q2 2018 was Vanguard Group, an estimated $105M added.
  • The largest J.M. Smucker seller in Q2 2018 was PNC Financial Services Group, an estimated $78.5M sold.

Based on aggregated 13F filings for Q2 2018.