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J.M. Smucker

831 hedge funds and large institutions have $12B invested in J.M. Smucker in 2021 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 301 increasing their positions, 276 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 69

41% more call options, than puts

Call options by funds: $86.7M | Put options by funds: $61.6M

10% more capital invested

Capital invested by funds: $10.8B → $12B (+$1.12B)

4.75% more ownership

Funds ownership: 82.85%87.6% (+4.8%)

4% more funds holding

Funds holding: 801831 (+30)

9% more repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 276

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
831
Holders Change
+30
Holders Change %
+3.75%
% of All Funds
14.59%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
103
Increased
301
Reduced
276
Closed
69
Calls
$86.7M
Puts
$61.6M
Net Calls
+$25.1M
Net Calls Change
+$47.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.64B +$54.7M +463,154 +4%
BlackRock
2
BlackRock
New York
$1.31B +$114M +964,683 +10%
State Street
3
State Street
Massachusetts
$927M +$1.89M +16,033 +0.2%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$459M +$12.8M +108,334 +3%
LSV Asset Management
5
LSV Asset Management
Illinois
$443M -$37.1M -313,877 -8%
Stifel Financial
6
Stifel Financial
Missouri
$277M +$15.5M +130,965 +6%
CIP
7
Champlain Investment Partners
Vermont
$275M +$1.52M +12,870 +0.6%
Wells Fargo
8
Wells Fargo
California
$270M -$1.6M -13,571 -0.6%
Invesco
9
Invesco
Georgia
$268M +$64.4M +545,612 +35%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$258M +$17.9M +151,815 +8%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$229M +$2.8M +23,722 +1%
American Century Companies
12
American Century Companies
Missouri
$207M -$21.8M -184,741 -10%
Northern Trust
13
Northern Trust
Illinois
$182M -$4.15M -35,178 -2%
AI
14
Ariel Investments
Illinois
$168M +$43.3M +366,994 +38%
CP
15
Coho Partners
Pennsylvania
$150M -$2.09M -17,691 -1%
Legal & General Group
16
Legal & General Group
United Kingdom
$143M -$721K -6,108 -0.5%
Norges Bank
17
Norges Bank
Norway
$132M -$25.4M -214,977 -17%
Deutsche Bank
18
Deutsche Bank
Germany
$130M +$15.1M +127,733 +14%
Morgan Stanley
19
Morgan Stanley
New York
$126M +$43.5M +368,520 +59%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$119M -$529K -4,479 -0.5%
AQR Capital Management
21
AQR Capital Management
Connecticut
$117M +$18.1M +153,193 +20%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$111M -$4.46M -37,821 -4%
Renaissance Technologies
23
Renaissance Technologies
New York
$110M -$48.2M -408,200 -32%
Bank of America
24
Bank of America
North Carolina
$98.4M +$19.6M +165,827 +27%
UBS AM
25
UBS AM
Illinois
$94.9M -$1.24M -10,503 -1%