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J.M. Smucker
SJM

755 hedge funds and large institutions have $8.28B invested in J.M. Smucker in 2018 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 232 increasing their positions, 282 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

29% more call options, than puts

Call options by funds: $86.7M | Put options by funds: $67.3M

2.27% less ownership

Funds ownership: 80.46% → 78.19% (-2.3%)

5% less funds holding

Funds holding: 794 → 755 (-39)

12% less capital invested

Capital invested by funds: $9.39B → $8.28B (-$1.11B)

18% less repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 282

28% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 120

Holders
755
Holders Change
-39
Holders Change %
-4.91%
% of All Funds
16.82%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
87
Increased
232
Reduced
282
Closed
120
Calls
$86.7M
Puts
$67.3M
Net Calls
+$19.4M
Net Calls Change
+$44.7M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$344M
2
State Street
State Street
Massachusetts
+$78.5M
3
BlackRock
BlackRock
New York
+$74M
4
UH
Unigestion Holding
Switzerland
+$44M
5
CIP
Champlain Investment Partners
Vermont
+$32.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$147M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$67.1M
3
BGIM
Brandywine Global Investment Management
Pennsylvania
-$48.8M
4
SCP
Seizert Capital Partners
Michigan
-$42.6M
5
Nordea Investment Management
Nordea Investment Management
Sweden
-$40.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.23B -$22.5M -215,274 -2%
BlackRock
2
BlackRock
New York
$957M +$74M +708,976 +7%
State Street
3
State Street
Massachusetts
$702M +$78.5M +752,203 +11%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$446M -$147M -1,408,002 -23%
Bank of America
5
Bank of America
North Carolina
$407M +$344M +3,295,923 +312%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$363M -$3.22M -30,803 -0.8%
LSV Asset Management
7
LSV Asset Management
Illinois
$236M -$11.8M -112,720 -4%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$168M +$1.42M +13,573 +0.8%
AI
9
Ariel Investments
Illinois
$149M -$18.1M -173,816 -10%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$148M +$17.9M +171,185 +12%
Northern Trust
11
Northern Trust
Illinois
$136M +$5.32M +50,996 +4%
CP
12
Coho Partners
Pennsylvania
$130M -$3.2M -30,649 -2%
Wells Fargo
13
Wells Fargo
California
$120M -$15.5M -148,672 -10%
CIP
14
Champlain Investment Partners
Vermont
$113M +$32.5M +310,995 +35%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$101M +$27M +258,598 +31%
Norges Bank
16
Norges Bank
Norway
$93.3M – – –
Invesco
17
Invesco
Georgia
$77M -$8.36M -80,091 -9%
PPA
18
Parametric Portfolio Associates
Washington
$71M +$9.33M +89,371 +13%
Legal & General Group
19
Legal & General Group
United Kingdom
$67.5M +$8.81M +84,416 +13%
First Trust Advisors
20
First Trust Advisors
Illinois
$61.3M +$4.05M +38,795 +6%
UH
21
Unigestion Holding
Switzerland
$60.5M +$44M +421,135 +187%
American Century Companies
22
American Century Companies
Missouri
$56.8M -$9.18M -87,966 -13%
Stifel Financial
23
Stifel Financial
Missouri
$55.4M +$77.7K +744 +0.1%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$54M +$19.3M +184,899 +47%
Deutsche Bank
25
Deutsche Bank
Germany
$49.7M -$29.1M -278,310 -34%
1
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SJM Hedge Fund Activity: Q4 2018 in Review

755 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q4 2018, worth a combined $8.28B — down 12% from $9.39B a quarter earlier.

Sellers outnumbered buyers: 120 funds closed out of SJM and 87 opened new positions — a net loss of 33 holders — while 282 trimmed existing stakes and 232 added.

The largest buyer was Bank of America, adding an estimated $344M. The largest seller was Fidelity Investments, cutting an estimated $147M.

  • 755 institutional investors held J.M. Smucker (SJM) as of Q4 2018, down from 794 in Q3 2018.
  • Funds reported $8.28B of J.M. Smucker stock for Q4 2018, down 12% quarter-over-quarter.
  • 87 funds opened new J.M. Smucker positions in Q4 2018 and 120 closed out, a net change of -33 holders.
  • The largest J.M. Smucker buyer in Q4 2018 was Bank of America, an estimated $344M added.
  • The largest J.M. Smucker seller in Q4 2018 was Fidelity Investments, an estimated $147M sold.

Based on aggregated 13F filings for Q4 2018.