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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
Comerica Bank
176
Comerica Bank
Texas
$4.46M +$272K +2,441 +7%
AWCI
177
Alpine Woods Capital Investors
New York
$4.37M +$2.77M +24,887 +193%
SO
178
STRS Ohio
Ohio
$4.33M -$75.5K -677 -2%
Zurich Cantonal Bank
179
Zurich Cantonal Bank
Switzerland
$4.32M -$680K -6,102 -14%
AL
180
AJO LP
Pennsylvania
$4.31M -$401K -3,595 -9%
Korea Investment Corp
181
Korea Investment Corp
South Korea
$4.29M +$1.98M +17,800 +92%
Fayez Sarofim & Co
182
Fayez Sarofim & Co
Texas
$4.23M -$19.2K -172 -0.5%
PCM
183
Palouse Capital Management
Washington
$4.2M +$4.05M +36,375 New
SC
184
Scotia Capital
Ontario, Canada
$4.16M +$51.4K +461 +1%
O
185
Ossiam
France
$4.14M -$1.11M -9,925 -22%
Aviva
186
Aviva
United Kingdom
$4.12M -$116K -1,042 -3%
NSIM
187
North Star Investment Management
Illinois
$4.04M +$1.15M +10,280 +42%
Mitsubishi UFJ Asset Management
188
Mitsubishi UFJ Asset Management
Japan
$4.02M +$698K +6,263 +22%
ASRS
189
Arizona State Retirement System
Arizona
$4.01M +$907K +8,133 +31%
OAM
190
Optimal Asset Management
California
$3.99M +$396K +3,557 +11%
LPL Financial
191
LPL Financial
California
$3.96M -$114K -1,026 -3%
Mariner
192
Mariner
Kansas
$3.9M -$232K -2,080 -6%
RC
193
RegentAtlantic Capital
New Jersey
$3.85M -$195K -1,753 -5%
MCM
194
Mattern Capital Management
Colorado
$3.81M +$131K +1,178 +4%
SOMRS
195
State of Michigan Retirement System
Michigan
$3.79M +$412K +3,700 +13%
S
196
Seeyond
France
$3.74M +$755K +6,777 +26%
HEIP
197
Hudson Edge Investment Partners
New Jersey
$3.71M -$2.45M -22,019 -41%
WHG
198
Westwood Holdings Group
Texas
$3.64M -$460K -4,124 -12%
Mercer Global Advisors
199
Mercer Global Advisors
Colorado
$3.64M -$98.6K -885 -3%
Baird Financial Group
200
Baird Financial Group
Wisconsin
$3.62M +$17.8K +160 +0.5%

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.