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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
CG
151
Colony Group
Massachusetts
$6.18M -$1.09M -9,676 -14%
BG
152
Bahl & Gaynor
Ohio
$6.04M -$10.5M -93,798 -63%
Commonwealth Equity Services
153
Commonwealth Equity Services
Massachusetts
$6.01M +$727K +6,470 +13%
AAA
154
Adams Asset Advisors
Texas
$5.95M +$143K +1,277 +2%
Aviva
155
Aviva
United Kingdom
$5.95M -$77.3K -688 -1%
Ohio Public Employees Retirement System (OPERS)
156
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.89M +$881K +7,850 +17%
CC
157
Carlson Capital
Texas
$5.84M +$6.1M +54,307 New
FBC
158
Fairfield, Bush & Co
Connecticut
$5.8M -$338K -3,013 -5%
Retirement Systems of Alabama
159
Retirement Systems of Alabama
Alabama
$5.73M -$108K -966 -2%
HNB
160
Huntington National Bank
Ohio
$5.51M -$636K -5,668 -10%
Squarepoint
161
Squarepoint
New York
$5.48M +$5.73M +51,027 New
SC
162
Scotia Capital
Ontario, Canada
$5.42M +$11.2K +100 +0.2%
WHG
163
Westwood Holdings Group
Texas
$5.37M -$3.85M -34,330 -41%
BNP Paribas Financial Markets
164
BNP Paribas Financial Markets
France
$5.27M -$2.51M -22,332 -31%
HTHT
165
Hemenway Trust Hemenway Trust
New Hampshire
$5.21M +$546K +4,865 +11%
OCM
166
Olstein Capital Management
New York
$5.16M +$674K +6,000 +14%
ZIG
167
Zurich Insurance Group
Switzerland
$4.88M +$2.54M +22,591 +99%
ACI
168
AMP Capital Investors
Australia
$4.85M +$1.46M +13,000 +40%
Royal London Asset Management
169
Royal London Asset Management
United Kingdom
$4.82M +$5.03M +44,813 New
RJFSA
170
Raymond James Financial Services Advisors
Florida
$4.81M -$29.3K -261 -0.6%
AIG
171
American International Group
New York
$4.78M -$51.1K -455 -1%
Kayne Anderson Rudnick Investment Management
172
Kayne Anderson Rudnick Investment Management
California
$4.78M +$186K +1,652 +4%
SOADOR
173
State of Alaska Department of Revenue
Alaska
$4.78M +$789K +7,030 +19%
CI
174
Cambiar Investors
Colorado
$4.75M +$4.96M +44,200 New
FTC
175
Farmers Trust Company
Ohio
$4.58M -$739K -6,577 -13%

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.