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J.M. Smucker

842 hedge funds and large institutions have $12.1B invested in J.M. Smucker in 2021 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 301 increasing their positions, 282 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 62

11% more call options, than puts

Call options by funds: $45.1M | Put options by funds: $40.7M

1% more funds holding

Funds holding: 831842 (+11)

7% more repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 282

1% more capital invested

Capital invested by funds: $12B → $12.1B (+$172M)

0.05% more ownership

Funds ownership: 87.6%87.64% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
842
Holders Change
+11
Holders Change %
+1.32%
% of All Funds
14.66%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
81
Increased
301
Reduced
282
Closed
62
Calls
$45.1M
Puts
$40.7M
Net Calls
+$4.37M
Net Calls Change
-$20.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AAA
176
Adams Asset Advisors
Texas
$5.45M -$80.6K -607 -1%
Retirement Systems of Alabama
177
Retirement Systems of Alabama
Alabama
$5.19M -$105K -788 -2%
NSIM
178
North Star Investment Management
Illinois
$5.15M +$4.12K +31 +0.1%
OAM
179
Optimal Asset Management
California
$5.09M
MAM
180
Martingale Asset Management
Massachusetts
$5.08M -$14.4M -108,503 -73%
NIPH
181
NN Investment Partners Holdings
Netherlands
$5.06M +$319K +2,399 +7%
Kovitz Investment Group Partners
182
Kovitz Investment Group Partners
Illinois
$5.05M -$15.4K -116 -0.3%
MCM
183
Mattern Capital Management
Colorado
$5.03M +$210K +1,584 +4%
SI
184
Stephens Inc
Arkansas
$5.01M +$665K +5,006 +15%
Acadian Asset Management
185
Acadian Asset Management
Massachusetts
$4.93M -$5.74M -43,216 -53%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
186
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.92M +$5.04M +37,964 New
P
187
Paradiem
Louisiana
$4.83M +$101K +759 +2%
Fayez Sarofim & Co
188
Fayez Sarofim & Co
Texas
$4.75M
Royal London Asset Management
189
Royal London Asset Management
United Kingdom
$4.72M -$1M -7,540 -17%
FBC
190
Fairfield, Bush & Co
Connecticut
$4.68M +$21.6K +163 +0.5%
PSP
191
Principal Street Partners
Tennessee
$4.66M -$8.86M -66,743 -65%
HEIP
192
Hudson Edge Investment Partners
New Jersey
$4.53M -$216K -1,626 -4%
Aviva
193
Aviva
United Kingdom
$4.52M -$207K -1,556 -4%
Baird Financial Group
194
Baird Financial Group
Wisconsin
$4.5M +$240K +1,807 +5%
SFI
195
Susquehanna Fundamental Investments
Pennsylvania
$4.5M +$1.18M +8,917 +35%
Comerica Bank
196
Comerica Bank
Texas
$4.35M -$1.88M -14,129 -30%
EF
197
Empowered Funds
Pennsylvania
$4.3M +$1.22M +9,153 +38%
Mirae Asset Global Investments
198
Mirae Asset Global Investments
South Korea
$4.3M -$38.8K -292 -0.9%
KWILP
199
Kiwi Wealth Investments Limited Partnership
New Zealand
$4.25M
IMRF
200
Illinois Municipal Retirement Fund
Illinois
$4.18M +$3M +22,576 +234%

SJM Hedge Fund Activity: Q2 2021 in Review

842 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2021, worth a combined $12.1B — up 1.4% from $12B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new SJM positions and 62 closed out — a net gain of 19 holders — while 301 added to existing stakes and 282 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $70M. The largest seller was American Century Companies, cutting an estimated $86.4M.

  • 842 institutional investors held J.M. Smucker (SJM) as of Q2 2021, up from 831 in Q1 2021.
  • Funds reported $12.1B of J.M. Smucker stock for Q2 2021, up 1.4% quarter-over-quarter.
  • 81 funds opened new J.M. Smucker positions in Q2 2021 and 62 closed out, a net change of +19 holders.
  • The largest J.M. Smucker buyer in Q2 2021 was Morgan Stanley, an estimated $70M added.
  • The largest J.M. Smucker seller in Q2 2021 was American Century Companies, an estimated $86.4M sold.

Based on aggregated 13F filings for Q2 2021.