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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
Treasurer of the State of North Carolina
126
Treasurer of the State of North Carolina
North Carolina
$6.65M -$3.06M -27,461 -31%
Franklin Resources
127
Franklin Resources
California
$6.63M +$2.55M +22,896 +61%
ECG
128
Edge Capital Group
Georgia
$6.42M +$144K +1,296 +2%
VOYA Investment Management
129
VOYA Investment Management
Georgia
$6.31M -$7.05M -63,213 -52%
MNG
130
Manning & Napier Group
New York
$6.25M +$132K +1,182 +2%
RJFSA
131
Raymond James Financial Services Advisors
Florida
$6.23M -$1.16M -10,384 -15%
MIH
132
Madison Investment Holdings
Wisconsin
$6.18M
CI
133
Cambiar Investors
Colorado
$6.15M +$64.6K +580 +1%
PAMU
134
Pictet Asset Management (UK)
United Kingdom
$6.03M +$143K +1,279 +2%
SMI
135
Shelter Mutual Insurance
Missouri
$5.91M
FAF
136
Fjarde Ap-fonden
Sweden
$5.91M +$346K +3,105 +6%
HIMCH
137
Hartford Investment Management Co (HIMCO)
Connecticut
$5.7M +$64.9K +582 +1%
CM
138
Capital Management
Virginia
$5.7M -$3.84M -34,420 -40%
Voloridge Investment Management
139
Voloridge Investment Management
Florida
$5.69M -$4.07M -36,557 -41%
DILIC
140
Dai-ichi Life Insurance Company
Japan
$5.64M +$175K +1,571 +3%
WHG
141
Westwood Holdings Group
Texas
$5.5M +$1.85M +16,610 +50%
Retirement Systems of Alabama
142
Retirement Systems of Alabama
Alabama
$5.5M -$346K -3,105 -6%
GIM
143
Goelzer Investment Management
Indiana
$5.41M +$2.79M +25,049 +104%
SLAM
144
Swiss Life Asset Management
$5.39M +$731K +6,563 +15%
PAM
145
Panagora Asset Management
Massachusetts
$5.38M +$318K +2,855 +6%
AAF
146
Andra AP-fonden
Sweden
$5.36M +$267K +2,400 +5%
CAM
147
Congress Asset Management
Massachusetts
$5.3M +$175K +1,571 +3%
GAM
148
Gotham Asset Management
New York
$5.27M -$181K -1,623 -3%
HEIP
149
Hudson Edge Investment Partners
New Jersey
$5.21M +$190K +1,702 +4%
O
150
Ossiam
France
$5.21M -$2.51M -22,552 -32%

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.