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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
State of New Jersey Common Pension Fund D
101
State of New Jersey Common Pension Fund D
New Jersey
$9.91M +$3.96M +35,500 +65%
STCG
102
Speece Thorson Capital Group
Minnesota
$9.78M -$240K -2,151 -2%
PAS
103
Professional Advisory Services
Florida
$9.35M +$647K +5,805 +7%
DZ Bank
104
DZ Bank
Germany
$9.27M +$9.4M +84,300 New
SOADOR
105
State of Alaska Department of Revenue
Alaska
$9.27M +$5.91M +53,045 +170%
1832 Asset Management
106
1832 Asset Management
Ontario, Canada
$8.96M +$658K +5,900 +8%
AG
107
Aperio Group
California
$8.85M -$1.1M -9,890 -11%
Skandinaviska Enskilda Banken (SEB)
108
Skandinaviska Enskilda Banken (SEB)
Sweden
$8.46M -$18.1M -162,070 -68%
FDCDDQ
109
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.38M -$163K -1,464 -2%
ASRS
110
Arizona State Retirement System
Arizona
$8.34M +$233K +2,090 +3%
OPERF
111
Oregon Public Employees Retirement Fund
Oregon
$8.21M -$8.47K -76 -0.1%
Asset Management One
112
Asset Management One
Japan
$8.15M +$1.43M +12,869 +21%
US Bancorp
113
US Bancorp
Minnesota
$8.11M -$315K -2,830 -4%
BCWM
114
Bartlett & Co Wealth Management
Ohio
$8.05M +$285K +2,557 +4%
BC
115
Bartlett & Co
Ohio
$8.04M +$285K +2,557 +4%
William Blair & Company
116
William Blair & Company
Illinois
$7.95M -$850K -7,625 -10%
RC
117
Reik & Co
New York
$7.55M -$736K -6,605 -9%
M&T Bank
118
M&T Bank
New York
$7.54M -$666K -5,971 -8%
Aberdeen Group
119
Aberdeen Group
United Kingdom
$7.47M -$1.66M -14,908 -18%
Balyasny Asset Management
120
Balyasny Asset Management
Illinois
$7.3M +$4.03M +36,136 +120%
Canada Pension Plan Investment Board
121
Canada Pension Plan Investment Board
Ontario, Canada
$7.2M -$13.6M -121,862 -65%
Commonwealth Equity Services
122
Commonwealth Equity Services
Massachusetts
$7.14M -$5.91K -53 -0.1%
PSP
123
Principal Street Partners
Tennessee
$7M +$5.32M +47,742 +300%
KeyBank National Association
124
KeyBank National Association
Ohio
$6.82M -$581K -5,213 -8%
AAA
125
Adams Asset Advisors
Texas
$6.77M -$194K -1,742 -3%

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.