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J.M. Smucker

798 hedge funds and large institutions have $10.3B invested in J.M. Smucker in 2019 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 253 increasing their positions, 303 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more call options, than puts

Call options by funds: $76.8M | Put options by funds: $74.1M

2% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 83

0.25% less ownership

Funds ownership: 79.23%78.99% (-0.25%)

2% less capital invested

Capital invested by funds: $10.5B → $10.3B (-$165M)

1% less funds holding

Funds holding: 808798 (-10)

17% less repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 303

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
798
Holders Change
-10
Holders Change %
-1.24%
% of All Funds
17.33%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
85
Increased
253
Reduced
303
Closed
83
Calls
$76.8M
Puts
$74.1M
Net Calls
+$2.66M
Net Calls Change
-$42.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
201
Ancora Advisors
Ohio
$3.66M -$917K -7,511 -19%
MIM
202
MetLife Investment Management
New Jersey
$3.61M -$120K -979 -3%
SOADOR
203
State of Alaska Department of Revenue
Alaska
$3.6M +$294K +2,406 +8%
Baird Financial Group
204
Baird Financial Group
Wisconsin
$3.5M +$2.37M +19,438 +178%
JG
205
Jefferies Group
New York
$3.49M +$3.7M +30,328 New
LTFS
206
Ladenburg Thalmann Financial Services
Florida
$3.49M +$223K +1,826 +6%
Balyasny Asset Management
207
Balyasny Asset Management
Illinois
$3.48M -$6.54M -53,579 -64%
TWM
208
TLW Wealth Management
Florida
$3.45M -$26.4K -216 -0.7%
Macquarie Group
209
Macquarie Group
Australia
$3.43M
MFG
210
Monte Financial Group
Connecticut
$3.36M +$78.8K +645 +2%
RBA
211
Richard Bernstein Advisors
New York
$3.35M
Assenagon Asset Management
212
Assenagon Asset Management
Luxembourg
$3.33M -$2.37M -19,379 -40%
RPI
213
Railway Pension Investments
United Kingdom
$3.32M +$3.52M +28,800 New
CTC
214
Central Trust Company
Missouri
$3.23M -$32.4K -265 -0.9%
GCA
215
Gideon Capital Advisors
New York
$3.23M +$3.42M +28,018 New
TIM
216
Thompson Investment Management
Wisconsin
$3.16M -$139K -1,135 -4%
SOMRS
217
State of Michigan Retirement System
Michigan
$3.13M -$684K -5,600 -17%
SIRP
218
Shelter Insurance Retirement Plan
Missouri
$3.13M
MCP
219
Martin Capital Partners
Oregon
$3.13M +$146K +1,199 +5%
Zurich Cantonal Bank
220
Zurich Cantonal Bank
Switzerland
$3.12M +$30.3K +248 +0.9%
GJIC
221
Gamble Jones Investment Counsel
California
$3.09M -$12.2K -100 -0.4%
XK
222
Xact Kapitalforvaltning
Sweden
$3.08M +$177K +1,450 +6%
Nomura Asset Management
223
Nomura Asset Management
Japan
$3.06M +$768K +6,290 +31%
SO
224
STRS Ohio
Ohio
$3.05M +$1.51M +12,371 +88%
RI
225
Rudd International
Florida
$3.04M +$268K +2,197 +9%

SJM Hedge Fund Activity: Q2 2019 in Review

798 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2019, worth a combined $10.3B — down 1.6% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new SJM positions and 83 closed out — a net gain of 2 holders — while 253 added to existing stakes and 303 trimmed.

The largest buyer was Nuveen, adding an estimated $71.8M. The largest seller was Citadel Advisors, cutting an estimated $88M.

  • 798 institutional investors held J.M. Smucker (SJM) as of Q2 2019, down from 808 in Q1 2019.
  • Funds reported $10.3B of J.M. Smucker stock for Q2 2019, down 1.6% quarter-over-quarter.
  • 85 funds opened new J.M. Smucker positions in Q2 2019 and 83 closed out, a net change of +2 holders.
  • The largest J.M. Smucker buyer in Q2 2019 was Nuveen, an estimated $71.8M added.
  • The largest J.M. Smucker seller in Q2 2019 was Citadel Advisors, an estimated $88M sold.

Based on aggregated 13F filings for Q2 2019.