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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
PAS
126
Professional Advisory Services
Florida
$8.52M +$578K +5,149 +7%
Victory Capital Management
127
Victory Capital Management
Texas
$8.49M +$27.8K +248 +0.3%
Toronto Dominion Bank
128
Toronto Dominion Bank
Ontario, Canada
$8.44M +$1.94M +17,297 +28%
RC
129
Reik & Co
New York
$8.22M +$309K +2,754 +4%
AQR Capital Management
130
AQR Capital Management
Connecticut
$8.18M +$8.55M +76,144 New
AIA
131
Affinity Investment Advisors
California
$8.12M +$8.48M +75,529 New
SG Americas Securities
132
SG Americas Securities
New York
$8.05M +$4.54M +40,470 +117%
PAMU
133
Pictet Asset Management (UK)
United Kingdom
$7.77M +$1.43M +12,709 +21%
UCFA
134
United Capital Financial Advisors
Texas
$7.64M +$529K +4,708 +7%
HEIP
135
Hudson Edge Investment Partners
New Jersey
$7.48M -$2.53M -22,540 -24%
ASRS
136
Arizona State Retirement System
Arizona
$7.27M -$1.09M -9,742 -13%
NIPH
137
NN Investment Partners Holdings
Netherlands
$7.18M +$4.11M +36,565 +121%
State of New Jersey Common Pension Fund D
138
State of New Jersey Common Pension Fund D
New Jersey
$6.94M
Citigroup
139
Citigroup
New York
$6.82M -$8.11M -72,269 -53%
Korea Investment Corp
140
Korea Investment Corp
South Korea
$6.74M +$898K +8,000 +15%
Baird Financial Group
141
Baird Financial Group
Wisconsin
$6.67M -$55.1K -491 -0.8%
PCM
142
Palouse Capital Management
Washington
$6.59M +$458K +4,081 +7%
Envestnet Asset Management
143
Envestnet Asset Management
Illinois
$6.53M +$5.13M +45,652 +302%
CTA
144
Chesley Taft & Associates
Illinois
$6.5M +$61.8K +550 +0.9%
LCM
145
LVM Capital Management
Michigan
$6.45M -$1.03M -9,180 -13%
SMI
146
Shelter Mutual Insurance
Missouri
$6.33M -$730K -6,500 -10%
APG Asset Management
147
APG Asset Management
Netherlands
$6.32M +$1.63M +14,500 +27%
Twin Tree Management
148
Twin Tree Management
Texas
$6.32M +$4.66M +41,481 +240%
Janus Henderson Group
149
Janus Henderson Group
United Kingdom
$6.27M +$228K +2,028 +4%
KCP
150
KDI Capital Partners
North Carolina
$6.21M -$3.31M -29,440 -34%

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.