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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.44B +$21.9M +179,471 +1%
BlackRock
2
BlackRock
New York
$1.14B +$31.5M +258,305 +3%
State Street
3
State Street
Massachusetts
$883M -$41.7M -341,253 -4%
LSV Asset Management
4
LSV Asset Management
Illinois
$487M +$48.8M +400,006 +10%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$474M -$753K -6,164 -0.1%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$328M -$75.4M -617,312 -18%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$210M -$623K -5,103 -0.3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$202M +$17.6M +144,341 +9%
AI
9
Ariel Investments
Illinois
$177M -$11M -90,123 -6%
Northern Trust
10
Northern Trust
Illinois
$175M +$4.65M +38,056 +3%
CP
11
Coho Partners
Pennsylvania
$170M -$5.37M -44,001 -3%
CIP
12
Champlain Investment Partners
Vermont
$148M +$3.14M +25,730 +2%
Wells Fargo
13
Wells Fargo
California
$144M -$4.49M -36,796 -3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$132M -$23.6M -193,633 -14%
Norges Bank
15
Norges Bank
Norway
$126M
Bank of America
16
Bank of America
North Carolina
$124M -$27.6M -226,026 -17%
Legal & General Group
17
Legal & General Group
United Kingdom
$112M +$14.7M +120,740 +14%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$96.7M +$20.2M +165,169 +24%
Invesco
19
Invesco
Georgia
$94.3M -$1.01M -8,296 -1%
PPA
20
Parametric Portfolio Associates
Washington
$92.8M +$787K +6,444 +0.8%
Stifel Financial
21
Stifel Financial
Missouri
$83M +$1.95M +15,965 +2%
Prudential Financial
22
Prudential Financial
New Jersey
$82.3M +$36.5M +299,231 +72%
UH
23
Unigestion Holding
Switzerland
$71.5M +$2.65M +21,737 +4%
Millennium Management
24
Millennium Management
New York
$70.8M -$32.7M -267,932 -30%
Goldman Sachs
25
Goldman Sachs
New York
$69.6M +$18.2M +149,314 +33%

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.