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J.M. Smucker

842 hedge funds and large institutions have $12.1B invested in J.M. Smucker in 2021 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 301 increasing their positions, 282 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 62

11% more call options, than puts

Call options by funds: $45.1M | Put options by funds: $40.7M

1% more funds holding

Funds holding: 831842 (+11)

7% more repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 282

1% more capital invested

Capital invested by funds: $12B → $12.1B (+$172M)

0.05% more ownership

Funds ownership: 87.6%87.64% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
842
Holders Change
+11
Holders Change %
+1.32%
% of All Funds
14.66%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
81
Increased
301
Reduced
282
Closed
62
Calls
$45.1M
Puts
$40.7M
Net Calls
+$4.37M
Net Calls Change
-$20.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.63B -$50.5M -380,548 -3%
BlackRock
2
BlackRock
New York
$1.33B -$11.7M -87,927 -0.8%
State Street
3
State Street
Massachusetts
$954M +$4.21M +31,671 +0.4%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$467M -$2.66M -20,004 -0.6%
LSV Asset Management
5
LSV Asset Management
Illinois
$453M -$187K -1,410 -0%
Stifel Financial
6
Stifel Financial
Missouri
$296M +$12.6M +94,647 +4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$270M +$6.22M +46,804 +2%
CIP
8
Champlain Investment Partners
Vermont
$266M -$16.3M -122,885 -6%
Invesco
9
Invesco
Georgia
$254M -$20.7M -155,874 -7%
Wells Fargo
10
Wells Fargo
California
$250M -$27.1M -203,879 -10%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$236M +$1.84M +13,854 +0.8%
Morgan Stanley
12
Morgan Stanley
New York
$197M +$70M +527,204 +53%
Northern Trust
13
Northern Trust
Illinois
$194M +$7.68M +57,821 +4%
AI
14
Ariel Investments
Illinois
$175M +$2.66M +20,001 +2%
CP
15
Coho Partners
Pennsylvania
$155M +$1.48M +11,118 +0.9%
Legal & General Group
16
Legal & General Group
United Kingdom
$148M +$1.59M +11,953 +1%
Deutsche Bank
17
Deutsche Bank
Germany
$141M +$7.45M +56,132 +5%
American Century Companies
18
American Century Companies
Missouri
$128M -$86.4M -650,435 -40%
Norges Bank
19
Norges Bank
Norway
$124M -$11.3M -85,427 -8%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$123M +$1.15M +8,640 +0.9%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$111M -$2.59M -19,485 -2%
Renaissance Technologies
22
Renaissance Technologies
New York
$105M -$7.53M -56,700 -7%
AQR Capital Management
23
AQR Capital Management
Connecticut
$105M -$15.6M -117,464 -13%
Robeco Institutional Asset Management
24
Robeco Institutional Asset Management
Netherlands
$100M +$19.9M +150,075 +24%
First Trust Advisors
25
First Trust Advisors
Illinois
$95.2M +$3.88M +29,245 +4%

SJM Hedge Fund Activity: Q2 2021 in Review

842 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2021, worth a combined $12.1B — up 1.4% from $12B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new SJM positions and 62 closed out — a net gain of 19 holders — while 301 added to existing stakes and 282 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $70M. The largest seller was American Century Companies, cutting an estimated $86.4M.

  • 842 institutional investors held J.M. Smucker (SJM) as of Q2 2021, up from 831 in Q1 2021.
  • Funds reported $12.1B of J.M. Smucker stock for Q2 2021, up 1.4% quarter-over-quarter.
  • 81 funds opened new J.M. Smucker positions in Q2 2021 and 62 closed out, a net change of +19 holders.
  • The largest J.M. Smucker buyer in Q2 2021 was Morgan Stanley, an estimated $70M added.
  • The largest J.M. Smucker seller in Q2 2021 was American Century Companies, an estimated $86.4M sold.

Based on aggregated 13F filings for Q2 2021.