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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.4B +$105M +934,868 +8%
BlackRock
2
BlackRock
New York
$1.02B +$54.4M +484,096 +5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$747M +$1.36M +12,152 +0.2%
State Street
4
State Street
Massachusetts
$706M +$6.37M +56,742 +0.9%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$426M +$6.9M +61,426 +2%
LSV Asset Management
6
LSV Asset Management
Illinois
$285M +$6.9M +61,475 +2%
AI
7
Ariel Investments
Illinois
$190M +$12.2M +108,828 +7%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$190M -$116K -1,036 -0.1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$172M +$8.48M +75,480 +5%
Northern Trust
10
Northern Trust
Illinois
$168M +$6.78M +60,352 +4%
CP
11
Coho Partners
Pennsylvania
$156M +$6.67M +59,445 +4%
Wells Fargo
12
Wells Fargo
California
$145M -$1.61M -14,308 -1%
Deutsche Bank
13
Deutsche Bank
Germany
$137M +$19.1M +170,508 +15%
Bank of America
14
Bank of America
North Carolina
$122M -$103K -920 -0.1%
Norges Bank
15
Norges Bank
Norway
$116M -$13.9M -124,018 -10%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$115M +$16.1M +143,357 +16%
Invesco
17
Invesco
Georgia
$106M +$80.4M +715,820 +266%
CIP
18
Champlain Investment Partners
Vermont
$91.5M +$7.02M +62,490 +8%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$89.5M +$836K +7,447 +0.9%
American Century Companies
20
American Century Companies
Missouri
$83.6M -$28.7M -255,741 -25%
UBS AM
21
UBS AM
Illinois
$80.9M +$13.5M +120,311 +19%
TSW
22
Thompson Siegel & Walmsley
Virginia
$75.2M +$36.8M +327,621 +88%
Prudential Financial
23
Prudential Financial
New Jersey
$70.2M -$15.1M -134,320 -17%
Schroder Investment Management Group
24
Schroder Investment Management Group
United Kingdom
$69.8M +$66.9M +595,400 +1,338%
Goldman Sachs
25
Goldman Sachs
New York
$69.2M -$23.8M -212,339 -25%

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.