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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
BCIM
201
British Columbia Investment Management
British Columbia, Canada
$3.67M -$959K -8,539 -20%
SOMRS
202
State of Michigan Retirement System
Michigan
$3.61M +$22.5K +200 +0.6%
PAA
203
Peregrine Asset Advisers
Oregon
$3.6M -$3.92M -34,906 -51%
MIM
204
MetLife Investment Management
New Jersey
$3.59M -$83.2K -741 -2%
Zurich Cantonal Bank
205
Zurich Cantonal Bank
Switzerland
$3.57M +$328K +2,925 +10%
XK
206
Xact Kapitalforvaltning
Sweden
$3.56M +$536K +4,776 +17%
TD Asset Management
207
TD Asset Management
Ontario, Canada
$3.56M -$182K -1,624 -5%
DC
208
Davenport & Co
Virginia
$3.48M -$209K -1,863 -5%
FAF
209
Fjarde Ap-fonden
Sweden
$3.44M +$407K +3,629 +13%
CSS
210
Cubist Systematic Strategies
Connecticut
$3.4M +$3.55M +31,600 New
FA
211
Financial Advantage
Maryland
$3.39M -$6.18K -55 -0.2%
TIM
212
Thompson Investment Management
Wisconsin
$3.36M +$189K +1,680 +6%
MC
213
Middleton & Co
Massachusetts
$3.33M +$55.5K +494 +2%
LBC
214
Lowe Brockenbrough & Co
Virginia
$3.26M +$37.6K +335 +1%
KFS
215
Kurt F. Somerville
$3.25M +$69.6K +620 +2%
SBH
216
Segall Bryant & Hamill
Illinois
$3.24M +$167K +1,487 +5%
Caisse de Depot et Placement du Quebec (CDPQ)
217
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3.21M +$101K +900 +3%
Macquarie Group
218
Macquarie Group
Australia
$3.21M +$38.2K +340 +1%
CTC
219
Central Trust Company
Missouri
$3.2M -$38.3K -341 -1%
SIRP
220
Shelter Insurance Retirement Plan
Missouri
$3.15M -$415K -3,700 -11%
JWBC
221
J.W. Burns & Co
New York
$3.14M -$46.7K -416 -1%
AIM
222
Achmea Investment Management
Netherlands
$3.1M
MSFP
223
Mark Sheptoff Financial Planning
Connecticut
$3.09M -$1.63M -14,529 -34%
FIM
224
Foresters Investment Management
New York
$3.08M +$33.7K +300 +1%
QI
225
QS Investors
New York
$3.06M +$51K +454 +2%

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.