J.M. Smucker
779 hedge funds and large institutions have $10.9B invested in J.M. Smucker in 2020 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 283 increasing their positions, 258 reducing their positions, and 64 closing their positions.
133% more funds holding in top 10
Funds holding in top 10: 3 → 7 (+4)
47% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 64
26% more call options, than puts
Call options by funds: $52.2M | Put options by funds: $41.6M
10% more capital invested
Capital invested by funds: $9.9B → $10.9B (+$988M)
3% more funds holding
Funds holding: 756 → 779 (+23)
10% more repeat investments, than reductions
Existing positions increased: 283 | Existing positions reduced: 258
0.61% more ownership
Funds ownership: 82.09% → 82.7% (+0.61%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Select Equity Group
New York
|
+$60.3M |
| 2 |
State Street
Boston,
Massachusetts
|
+$53.6M |
| 3 |
D.E. Shaw & Co
New York
|
+$19.2M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$17.9M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
+$15.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nordea Investment Management
Stockholm,
Sweden
|
-$80.4M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$44.4M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$34.5M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$25.6M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$21.2M |
SJM Hedge Fund Activity: Q3 2020 in Review
779 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q3 2020, worth a combined $10.9B — up 10% from $9.9B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new SJM positions and 64 closed out — a net gain of 30 holders — while 283 added to existing stakes and 258 trimmed.
The largest buyer was Select Equity Group, adding an estimated $60.3M. The largest seller was Nordea Investment Management, cutting an estimated $80.4M.
- 779 institutional investors held J.M. Smucker (SJM) as of Q3 2020, up from 756 in Q2 2020.
- Funds reported $10.9B of J.M. Smucker stock for Q3 2020, up 10% quarter-over-quarter.
- 94 funds opened new J.M. Smucker positions in Q3 2020 and 64 closed out, a net change of +30 holders.
- The largest J.M. Smucker buyer in Q3 2020 was Select Equity Group, an estimated $60.3M added.
- The largest J.M. Smucker seller in Q3 2020 was Nordea Investment Management, an estimated $80.4M sold.
Based on aggregated 13F filings for Q3 2020.