J.M. Smucker
768 hedge funds and large institutions have $9.54B invested in J.M. Smucker in 2019 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 239 increasing their positions, 282 reducing their positions, and 76 closing their positions.
47% more first-time investments, than exits
New positions opened: 112 | Existing positions closed: 76
4% more funds holding
Funds holding: 741 → 768 (+27)
1.26% more ownership
Funds ownership: 79.22% → 80.47% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4% less capital invested
Capital invested by funds: $9.93B → $9.54B (-$395M)
15% less repeat investments, than reductions
Existing positions increased: 239 | Existing positions reduced: 282
30% less call options, than puts
Call options by funds: $42.9M | Put options by funds: $61.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$77.9M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$71M |
| 3 |
State Street
Boston,
Massachusetts
|
+$41.3M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$35.2M |
| 5 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$34.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$67M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$33.3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$30.2M |
| 4 |
UIM
USS Investment Management
London,
United Kingdom
|
-$23.4M |
| 5 |
VRS
Virginia Retirement Systems
Richmond,
Virginia
|
-$19M |
SJM Hedge Fund Activity: Q4 2019 in Review
768 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q4 2019, worth a combined $9.54B — down 4% from $9.93B a quarter earlier.
Buyers outnumbered sellers: 112 funds opened new SJM positions and 76 closed out — a net gain of 36 holders — while 239 added to existing stakes and 282 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $77.9M. The largest seller was Fidelity Investments, cutting an estimated $67M.
- 768 institutional investors held J.M. Smucker (SJM) as of Q4 2019, up from 741 in Q3 2019.
- Funds reported $9.54B of J.M. Smucker stock for Q4 2019, down 4% quarter-over-quarter.
- 112 funds opened new J.M. Smucker positions in Q4 2019 and 76 closed out, a net change of +36 holders.
- The largest J.M. Smucker buyer in Q4 2019 was Morgan Stanley, an estimated $77.9M added.
- The largest J.M. Smucker seller in Q4 2019 was Fidelity Investments, an estimated $67M sold.
Based on aggregated 13F filings for Q4 2019.