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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
RPI
201
Railway Pension Investments
United Kingdom
$3.16M -$11.1K -100 -0.3%
TIM
202
Thompson Investment Management
Wisconsin
$3.16M +$140K +1,255 +5%
XK
203
Xact Kapitalforvaltning
Sweden
$3.15M +$210K +1,885 +7%
CTC
204
Central Trust Company
Missouri
$3.13M +$25.6K +230 +0.8%
Zurich Cantonal Bank
205
Zurich Cantonal Bank
Switzerland
$3.07M +$91.7K +823 +3%
SO
206
STRS Ohio
Ohio
$3.04M +$123K +1,104 +4%
SOMRS
207
State of Michigan Retirement System
Michigan
$3.02M +$22.3K +200 +0.7%
BFIM
208
Beese Fulmer Investment Management
Ohio
$3M +$2.46M +22,034 +421%
GJIC
209
Gamble Jones Investment Counsel
California
$2.95M
RI
210
Rudd International
Florida
$2.9M -$8.25K -74 -0.3%
RCYC
211
Richard C. Young & Co
Rhode Island
$2.88M +$121K +1,087 +4%
HSA
212
Hussman Strategic Advisors
Maryland
$2.83M +$641K +5,750 +29%
FCMC
213
Founders Capital Management (Connecticut)
Connecticut
$2.83M +$25.9K +232 +0.9%
LPL Financial
214
LPL Financial
California
$2.8M +$318K +2,852 +13%
LNB
215
Ledyard National Bank
$2.8M +$169K +1,516 +6%
MSFP
216
Mark Sheptoff Financial Planning
Connecticut
$2.77M
STB
217
S&T Bank
Pennsylvania
$2.76M +$123K +1,107 +5%
RC
218
RegentAtlantic Capital
New Jersey
$2.73M -$89.4K -802 -3%
S
219
Seeyond
France
$2.7M -$74.6K -669 -3%
Fifth Third Bancorp
220
Fifth Third Bancorp
Ohio
$2.67M -$47.9K -430 -2%
GIBU
221
Gulf International Bank (UK)
United Kingdom
$2.66M
JWBC
222
J.W. Burns & Co
New York
$2.63M -$160K -1,432 -6%
PP
223
Prospector Partners
Connecticut
$2.58M +$2.62M +23,500 New
BDS
224
Banco de Sabadell
Florida
$2.58M +$118K +1,060 +5%
EVM
225
Eaton Vance Management
Massachusetts
$2.58M +$3.68K +33 +0.1%

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.