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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
Royal London Asset Management
151
Royal London Asset Management
United Kingdom
$5.11M
AIG
152
American International Group
New York
$5.02M -$11.1K -100 -0.2%
Caisse de Depot et Placement du Quebec (CDPQ)
153
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$5.02M +$1.28M +11,500 +34%
FBC
154
Fairfield, Bush & Co
Connecticut
$4.99M -$168K -1,504 -3%
UCFA
155
United Capital Financial Advisors
Texas
$4.9M -$6.02K -54 -0.1%
Kovitz Investment Group Partners
156
Kovitz Investment Group Partners
Illinois
$4.81M -$73K -655 -1%
CS
157
Candriam SCA
Luxembourg
$4.75M +$3.47M +31,137 +258%
BNP Paribas Asset Management
158
BNP Paribas Asset Management
France
$4.64M +$3.44M +30,860 +272%
DnB Asset Management
159
DnB Asset Management
Norway
$4.64M +$148K +1,332 +3%
PL
160
Parthenon LLC
Kentucky
$4.6M +$470K +4,215 +11%
DF
161
Donoghue Forlines
Massachusetts
$4.51M -$3.48M -31,249 -43%
KBC Group
162
KBC Group
Belgium
$4.47M -$10.9M -97,949 -71%
Ohio Public Employees Retirement System (OPERS)
163
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.31M -$1.12M -10,056 -20%
Kayne Anderson Rudnick Investment Management
164
Kayne Anderson Rudnick Investment Management
California
$4.29M -$127K -1,139 -3%
Impax Asset Management Group
165
Impax Asset Management Group
United Kingdom
$4.29M +$733K +6,576 +20%
Aviva
166
Aviva
United Kingdom
$4.26M -$221K -1,984 -5%
State of Tennessee, Department of Treasury
167
State of Tennessee, Department of Treasury
Tennessee
$4.23M -$74.2K -666 -2%
ACI
168
AMP Capital Investors
Australia
$4.14M +$133K +1,190 +3%
Comerica Bank
169
Comerica Bank
Texas
$4.11M +$282K +2,532 +7%
MC
170
Maverick Capital
Texas
$4.06M -$3.52M -31,611 -46%
Fayez Sarofim & Co
171
Fayez Sarofim & Co
Texas
$4.04M -$223 -2 -0%
HNB
172
Huntington National Bank
Ohio
$3.99M -$151K -1,357 -4%
FMC
173
First Merchants Corp
Indiana
$3.96M -$310K -2,782 -7%
RBA
174
Richard Bernstein Advisors
New York
$3.94M +$751K +6,735 +23%
FAAS
175
First Allied Advisory Services
California
$3.84M -$1.63M -14,612 -30%

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.