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J.M. Smucker

779 hedge funds and large institutions have $10.9B invested in J.M. Smucker in 2020 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 283 increasing their positions, 257 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

48% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 64

26% more call options, than puts

Call options by funds: $52.2M | Put options by funds: $41.6M

10% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 257

10% more capital invested

Capital invested by funds: $9.91B → $10.9B (+$989M)

3% more funds holding

Funds holding: 755779 (+24)

0.64% more ownership

Funds ownership: 82.15%82.79% (+0.64%)

Holders
779
Holders Change
+24
Holders Change %
+3.18%
% of All Funds
15.72%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.14%
New
95
Increased
283
Reduced
257
Closed
64
Calls
$52.2M
Puts
$41.6M
Net Calls
+$10.7M
Net Calls Change
+$16.4M
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
$8.5M -$98.1K -880 -1%
PAMU
127
Pictet Asset Management (UK)
United Kingdom
$8.49M +$2.12M +19,013 +35%
State of New Jersey Common Pension Fund D
128
State of New Jersey Common Pension Fund D
New Jersey
$8.29M -$544K -4,878 -6%
Skandinaviska Enskilda Banken (SEB)
129
Skandinaviska Enskilda Banken (SEB)
Sweden
$8.17M +$3.2M +28,708 +68%
William Blair & Company
130
William Blair & Company
Illinois
$8.04M +$772K +6,925 +11%
AIMCA
131
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$7.95M +$1.01M +9,100 +15%
WorldQuant Millennium Advisors
132
WorldQuant Millennium Advisors
New York
$7.92M +$15.4K +138 +0.2%
RPI
133
Railway Pension Investments
United Kingdom
$7.68M +$468K +4,200 +7%
RC
134
Reik & Co
New York
$7.41M -$668K -5,991 -9%
WI
135
WBI Investments
New Jersey
$7.37M +$7.11M +63,804 New
MNG
136
Manning & Napier Group
New York
$7.24M +$36.3K +326 +0.5%
BCWM
137
Bartlett & Co Wealth Management
Ohio
$7.2M +$134K +1,204 +2%
BC
138
Bartlett & Co
Ohio
$7.2M +$134K +1,204 +2%
M&T Bank
139
M&T Bank
New York
$7.09M -$179K -1,608 -3%
VV
140
Verity & Verity
South Carolina
$7.06M +$230K +2,065 +4%
Lazard Asset Management
141
Lazard Asset Management
New York
$7.05M +$6.79M +60,892 +43,807%
OPERF
142
Oregon Public Employees Retirement Fund
Oregon
$7M -$424K -3,800 -6%
Aberdeen Group
143
Aberdeen Group
United Kingdom
$6.99M -$757K -6,795 -10%
Franklin Resources
144
Franklin Resources
California
$6.9M -$1.73M -15,523 -21%
Ohio Public Employees Retirement System (OPERS)
145
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.75M -$211K -1,896 -3%
US Bancorp
146
US Bancorp
Minnesota
$6.56M -$525K -4,710 -8%
TAIM
147
Te Ahumairangi Investment Management
New Zealand
$6.51M +$6.29M +56,400 New
BA
148
Bridgewater Associates
Connecticut
$6.48M +$5.79M +51,908 +1,250%
PAM
149
Panagora Asset Management
Massachusetts
$6.43M +$2.36M +21,213 +62%
MAM
150
Madison Asset Management
Wisconsin
$6.4M

SJM Hedge Fund Activity: Q3 2020 in Review

779 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q3 2020, worth a combined $10.9B — up 10% from $9.91B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new SJM positions and 64 closed out — a net gain of 31 holders — while 283 added to existing stakes and 257 trimmed.

The largest buyer was Select Equity Group, adding an estimated $60.3M. The largest seller was Nordea Investment Management, cutting an estimated $80.4M.

  • 779 institutional investors held J.M. Smucker (SJM) as of Q3 2020, up from 755 in Q2 2020.
  • Funds reported $10.9B of J.M. Smucker stock for Q3 2020, up 10% quarter-over-quarter.
  • 95 funds opened new J.M. Smucker positions in Q3 2020 and 64 closed out, a net change of +31 holders.
  • The largest J.M. Smucker buyer in Q3 2020 was Select Equity Group, an estimated $60.3M added.
  • The largest J.M. Smucker seller in Q3 2020 was Nordea Investment Management, an estimated $80.4M sold.

Based on aggregated 13F filings for Q3 2020.