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J.M. Smucker

755 hedge funds and large institutions have $9.91B invested in J.M. Smucker in 2020 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 258 increasing their positions, 255 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.86% more ownership

Funds ownership: 79.29%82.15% (+2.9%)

4% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 91

1% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 255

0% less funds holding

Funds holding: 757755 (-2)

1% less capital invested

Capital invested by funds: $10B → $9.91B (-$107M)

14% less call options, than puts

Call options by funds: $35.9M | Put options by funds: $41.7M

63% less funds holding in top 10

Funds holding in top 10: 83 (-5)

Holders
755
Holders Change
-2
Holders Change %
-0.26%
% of All Funds
15.48%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.06%
New
95
Increased
258
Reduced
255
Closed
91
Calls
$35.9M
Puts
$41.7M
Net Calls
-$5.78M
Net Calls Change
-$9.05M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.37B -$19.4M -172,773 -1%
BlackRock
2
BlackRock
New York
$1.01B -$42M -373,964 -4%
State Street
3
State Street
Massachusetts
$751M -$137M -1,222,330 -15%
LSV Asset Management
4
LSV Asset Management
Illinois
$415M -$4.65M -41,385 -1%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$393M -$68.5M -610,014 -14%
CIP
6
Champlain Investment Partners
Vermont
$209M +$3.38M +30,070 +2%
Wells Fargo
7
Wells Fargo
California
$208M -$10.9M -96,903 -5%
Invesco
8
Invesco
Georgia
$201M +$70.4M +626,438 +49%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$199M +$5.98M +53,243 +3%
Stifel Financial
10
Stifel Financial
Missouri
$192M +$20.7M +184,206 +11%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$179M -$8.61M -76,581 -4%
Northern Trust
12
Northern Trust
Illinois
$166M +$7.69M +68,447 +5%
American Century Companies
13
American Century Companies
Missouri
$160M +$37.6M +334,846 +28%
Renaissance Technologies
14
Renaissance Technologies
New York
$147M +$103M +915,799 +195%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$121M -$2.34M -20,840 -2%
CP
16
Coho Partners
Pennsylvania
$117M +$869K +7,735 +0.7%
Legal & General Group
17
Legal & General Group
United Kingdom
$115M +$7.79M +69,288 +7%
AI
18
Ariel Investments
Illinois
$114M -$3.18M -28,341 -3%
Norges Bank
19
Norges Bank
Norway
$109M -$9.03M -80,332 -7%
AQR Capital Management
20
AQR Capital Management
Connecticut
$102M +$209K +1,857 +0.2%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$101M +$54.8K +488 +0.1%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$81.8M -$154M -1,373,389 -64%
Deutsche Bank
23
Deutsche Bank
Germany
$80.4M +$46.8M +416,127 +121%
PPA
24
Parametric Portfolio Associates
Washington
$77.5M -$14.7M -130,853 -15%
Nordea Investment Management
25
Nordea Investment Management
Sweden
$76.3M +$48.7M +433,246 +148%

SJM Hedge Fund Activity: Q2 2020 in Review

755 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2020, worth a combined $9.91B — down 1.1% from $10B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new SJM positions and 91 closed out — a net gain of 4 holders — while 258 added to existing stakes and 255 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $103M. The largest seller was Fidelity Investments, cutting an estimated $154M.

  • 755 institutional investors held J.M. Smucker (SJM) as of Q2 2020, down from 757 in Q1 2020.
  • Funds reported $9.91B of J.M. Smucker stock for Q2 2020, down 1.1% quarter-over-quarter.
  • 95 funds opened new J.M. Smucker positions in Q2 2020 and 91 closed out, a net change of +4 holders.
  • The largest J.M. Smucker buyer in Q2 2020 was Renaissance Technologies, an estimated $103M added.
  • The largest J.M. Smucker seller in Q2 2020 was Fidelity Investments, an estimated $154M sold.

Based on aggregated 13F filings for Q2 2020.