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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.39B +$21.8M +195,275 +2%
BlackRock
2
BlackRock
New York
$1.08B -$14.3M -128,692 -1%
State Street
3
State Street
Massachusetts
$866M +$22.7M +203,675 +3%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$481M +$28.5M +255,302 +6%
LSV Asset Management
5
LSV Asset Management
Illinois
$449M -$16M -143,337 -3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$380M +$68.1M +610,805 +21%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$198M -$2.45M -22,016 -1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$194M +$601K +5,388 +0.3%
CIP
9
Champlain Investment Partners
Vermont
$171M +$30M +268,855 +21%
AI
10
Ariel Investments
Illinois
$167M -$2.66M -23,873 -2%
Northern Trust
11
Northern Trust
Illinois
$166M -$1.24M -11,139 -0.7%
CP
12
Coho Partners
Pennsylvania
$158M -$4.81M -43,197 -3%
Wells Fargo
13
Wells Fargo
California
$157M +$19.5M +174,605 +14%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$130M +$3.72M +33,379 +3%
Norges Bank
15
Norges Bank
Norway
$120M
Bank of America
16
Bank of America
North Carolina
$114M -$4.39M -39,393 -4%
Legal & General Group
17
Legal & General Group
United Kingdom
$108M +$1.29M +11,592 +1%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$103M +$10.3M +92,294 +11%
Lord, Abbett & Co
19
Lord, Abbett & Co
New Jersey
$94.8M +$62.4M +560,106 +185%
Stifel Financial
20
Stifel Financial
Missouri
$93.1M +$13.6M +121,786 +17%
PPA
21
Parametric Portfolio Associates
Washington
$87.1M -$1.58M -14,172 -2%
Invesco
22
Invesco
Georgia
$83.8M -$6.26M -56,202 -7%
American Century Companies
23
American Century Companies
Missouri
$82M +$18.6M +166,803 +29%
UH
24
Unigestion Holding
Switzerland
$70.4M +$2.11M +18,912 +3%
Charles Schwab
25
Charles Schwab
California
$67.1M +$8.83M +79,230 +15%

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.