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J.M. Smucker

801 hedge funds and large institutions have $10.8B invested in J.M. Smucker in 2020 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 289 increasing their positions, 265 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 69

3% more funds holding

Funds holding: 779801 (+22)

9% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 265

0.06% more ownership

Funds ownership: 82.79%82.85% (+0.06%)

1% less capital invested

Capital invested by funds: $10.9B → $10.8B (-$56.8M)

40% less call options, than puts

Call options by funds: $34.9M | Put options by funds: $57.7M

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
801
Holders Change
+22
Holders Change %
+2.82%
% of All Funds
14.17%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
104
Increased
289
Reduced
265
Closed
69
Calls
$34.9M
Puts
$57.7M
Net Calls
-$22.9M
Net Calls Change
-$33.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.44B -$17.3M -149,051 -1%
BlackRock
2
BlackRock
New York
$1.09B -$14.9M -128,058 -1%
State Street
3
State Street
Massachusetts
$845M -$30.7M -264,302 -3%
LSV Asset Management
4
LSV Asset Management
Illinois
$441M -$29.6M -254,390 -6%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$406M +$3.62M +31,147 +0.9%
CIP
6
Champlain Investment Partners
Vermont
$250M +$20.2M +173,970 +9%
Wells Fargo
7
Wells Fargo
California
$248M +$18M +154,880 +8%
Stifel Financial
8
Stifel Financial
Missouri
$238M +$15.5M +133,124 +7%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$218M +$3.84M +33,036 +2%
American Century Companies
10
American Century Companies
Missouri
$211M +$16.7M +143,958 +9%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$206M +$4.91M +42,243 +2%
Invesco
12
Invesco
Georgia
$182M +$7.98M +68,637 +5%
Northern Trust
13
Northern Trust
Illinois
$171M -$3.61M -31,017 -2%
Renaissance Technologies
14
Renaissance Technologies
New York
$148M -$28.6M -246,001 -16%
Norges Bank
15
Norges Bank
Norway
$145M +$12.4M +106,401 +9%
CP
16
Coho Partners
Pennsylvania
$139M +$10.2M +88,183 +8%
Legal & General Group
17
Legal & General Group
United Kingdom
$131M +$5.79M +49,814 +5%
KBC Group
18
KBC Group
Belgium
$115M -$777K -6,688 -4%
AI
19
Ariel Investments
Illinois
$111M -$5.51M -47,415 -5%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$110M -$23.5M -202,458 -18%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$106M -$3.44M -29,591 -3%
Deutsche Bank
22
Deutsche Bank
Germany
$104M +$4.46M +38,394 +4%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$94.5M +$3.76M +32,385 +4%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$90.2M -$1.66M -14,300 -2%
AQR Capital Management
25
AQR Capital Management
Connecticut
$88.8M -$8.5M -73,123 -9%

SJM Hedge Fund Activity: Q4 2020 in Review

801 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q4 2020, worth a combined $10.8B — down 0.52% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new SJM positions and 69 closed out — a net gain of 35 holders — while 289 added to existing stakes and 265 trimmed.

The largest buyer was American International Group, adding an estimated $152M. The largest seller was Select Equity Group, exiting entirely with an estimated $121M sold.

  • 801 institutional investors held J.M. Smucker (SJM) as of Q4 2020, up from 779 in Q3 2020.
  • Funds reported $10.8B of J.M. Smucker stock for Q4 2020, down 0.52% quarter-over-quarter.
  • 104 funds opened new J.M. Smucker positions in Q4 2020 and 69 closed out, a net change of +35 holders.
  • The largest J.M. Smucker buyer in Q4 2020 was American International Group, an estimated $152M added.
  • The largest J.M. Smucker seller in Q4 2020 was Select Equity Group, an estimated $121M sold.

Based on aggregated 13F filings for Q4 2020.