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J.M. Smucker

757 hedge funds and large institutions have $10B invested in J.M. Smucker in 2020 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 223 increasing their positions, 310 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 28 (+6)

8% more call options, than puts

Call options by funds: $41.9M | Put options by funds: $38.6M

5% more capital invested

Capital invested by funds: $9.54B → $10B (+$475M)

0% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 94

1.18% less ownership

Funds ownership: 80.47%79.29% (-1.2%)

1% less funds holding

Funds holding: 768757 (-11)

28% less repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 310

Holders
757
Holders Change
-11
Holders Change %
-1.43%
% of All Funds
16.68%
Holding in Top 10
8
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+300%
% of All Funds
0.18%
New
94
Increased
223
Reduced
310
Closed
94
Calls
$41.9M
Puts
$38.6M
Net Calls
+$3.27M
Net Calls Change
+$22M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.45B +$24.9M +232,709 +2%
BlackRock
2
BlackRock
New York
$1.1B +$25.4M +237,548 +2%
State Street
3
State Street
Massachusetts
$923M +$6.15M +57,567 +0.7%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$480M +$870K +8,140 +0.2%
LSV Asset Management
5
LSV Asset Management
Illinois
$440M -$20.5M -191,493 -5%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$238M -$72.5M -678,332 -24%
Wells Fargo
7
Wells Fargo
California
$229M +$34.3M +320,925 +18%
CIP
8
Champlain Investment Partners
Vermont
$216M +$7.07M +66,115 +4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$203M +$4.28M +40,020 +2%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$196M -$1.87M -17,458 -1%
Stifel Financial
11
Stifel Financial
Missouri
$181M +$12M +112,477 +7%
Northern Trust
12
Northern Trust
Illinois
$167M -$834K -7,806 -0.5%
Invesco
13
Invesco
Georgia
$142M +$51.9M +485,344 +61%
American Century Companies
14
American Century Companies
Missouri
$131M +$29.7M +278,232 +31%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$129M +$2.19M +20,456 +2%
Norges Bank
16
Norges Bank
Norway
$123M +$2.96M +27,695 +3%
AI
17
Ariel Investments
Illinois
$123M -$43.5M -406,691 -27%
CP
18
Coho Partners
Pennsylvania
$122M -$33.4M -312,855 -22%
Legal & General Group
19
Legal & General Group
United Kingdom
$113M +$5.26M +49,198 +5%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$106M +$3.54M +33,134 +4%
AQR Capital Management
21
AQR Capital Management
Connecticut
$105M +$25.8M +241,651 +33%
PPA
22
Parametric Portfolio Associates
Washington
$95.9M +$9.15M +85,555 +11%
Swiss National Bank
23
Swiss National Bank
Switzerland
$77.5M +$12.1M +113,500 +19%
Charles Schwab
24
Charles Schwab
California
$72.9M +$1.13M +10,550 +2%
UBS AM
25
UBS AM
Illinois
$69.3M +$2.42M +22,684 +4%

SJM Hedge Fund Activity: Q1 2020 in Review

757 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q1 2020, worth a combined $10B — up 5% from $9.54B a quarter earlier.

Fund positioning in SJM was balanced in Q1 2020: 94 funds opened new positions, 94 closed out, 223 added to existing stakes and 310 trimmed.

The largest buyer was Invesco, adding an estimated $51.9M. The largest seller was Fidelity Investments, cutting an estimated $72.5M.

  • 757 institutional investors held J.M. Smucker (SJM) as of Q1 2020, down from 768 in Q4 2019.
  • Funds reported $10B of J.M. Smucker stock for Q1 2020, up 5% quarter-over-quarter.
  • 94 funds opened new J.M. Smucker positions in Q1 2020 and 94 closed out, a net change of 0 holders.
  • The largest J.M. Smucker buyer in Q1 2020 was Invesco, an estimated $51.9M added.
  • The largest J.M. Smucker seller in Q1 2020 was Fidelity Investments, an estimated $72.5M sold.

Based on aggregated 13F filings for Q1 2020.