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J.M. Smucker

580 hedge funds and large institutions have $7.72B invested in J.M. Smucker in 2013 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 182 increasing their positions, 217 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 37

4% more funds holding

Funds holding: 559580 (+21)

1% more capital invested

Capital invested by funds: $7.62B → $7.72B (+$94.7M)

0.04% less ownership

Funds ownership: 70.02%69.98% (-0.04%)

16% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 217

36% less call options, than puts

Call options by funds: $28.4M | Put options by funds: $44.5M

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
580
Holders Change
+21
Holders Change %
+3.76%
% of All Funds
18.81%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.1%
New
62
Increased
182
Reduced
217
Closed
37
Calls
$28.4M
Puts
$44.5M
Net Calls
-$16.2M
Net Calls Change
-$7.25M
Name Holding Trade Value Shares
Change
Change in
Stake
COPPSERS
226
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.25M -$40.1K -370 -2%
Victory Capital Management
227
Victory Capital Management
Texas
$2.25M +$2.32M +21,400 New
Nomura Asset Management
228
Nomura Asset Management
Japan
$2.22M -$538K -4,973 -19%
Teacher Retirement System of Texas
229
Teacher Retirement System of Texas
Texas
$2.2M +$759K +7,012 +50%
RJT
230
Raymond James Trust
Florida
$2.2M +$31.6K +292 +1%
SNC
231
Stifel Nicolaus & Co
Missouri
$2.17M -$107K -989 -5%
PA
232
Pinnacle Associates
New York
$2.16M -$135K -1,250 -6%
Aristotle Capital Management
233
Aristotle Capital Management
California
$2.11M -$97.5K -900 -4%
QI
234
QS Investors
New York
$2.09M +$1.34M +12,400 +165%
WAM
235
World Asset Management
Michigan
$2.01M -$282K -2,607 -12%
URS
236
Utah Retirement Systems
Utah
$2.01M -$21.7K -200 -1%
JG
237
Jefferies Group
New York
$1.98M +$1.34M +12,353 +191%
GCP
238
GSA Capital Partners
United Kingdom
$1.97M +$2.03M +18,775 New
SFP
239
Santa Fe Partners
New Mexico
$1.94M +$1.49M +13,736 +292%
NSEDCP
240
NJ State Employees Deferred Compensation Plan
New Jersey
$1.93M
BEAM
241
Baker Ellis Asset Management
Washington
$1.93M
Brown Advisory
242
Brown Advisory
Maryland
$1.91M -$323K -2,982 -14%
FTC
243
Farmers Trust Company
Ohio
$1.91M +$199K +1,840 +11%
SIM
244
Sigma Investment Management
Oregon
$1.9M
ERSOT
245
Employees Retirement System of Texas
Texas
$1.87M +$411K +3,800 +27%
Grantham, Mayo, Van Otterloo & Co (GMO)
246
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.87M +$400K +3,690 +26%
BSPF
247
British Steel Pension Fund
United Kingdom
$1.84M -$120K -1,108 -6%
SSWM
248
Sheets Smith Wealth Management
North Carolina
$1.81M +$54.1K +500 +3%
RJFSA
249
Raymond James Financial Services Advisors
Florida
$1.8M +$1.86M +17,170 New
Schroder Investment Management Group
250
Schroder Investment Management Group
United Kingdom
$1.79M +$1.36M +12,600 +286%

SJM Hedge Fund Activity: Q3 2013 in Review

580 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q3 2013, worth a combined $7.72B — up 1.2% from $7.62B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new SJM positions and 37 closed out — a net gain of 25 holders — while 182 added to existing stakes and 217 trimmed.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $100M. The largest seller was Massachusetts Financial Services, cutting an estimated $133M.

  • 580 institutional investors held J.M. Smucker (SJM) as of Q3 2013, up from 559 in Q2 2013.
  • Funds reported $7.72B of J.M. Smucker stock for Q3 2013, up 1.2% quarter-over-quarter.
  • 62 funds opened new J.M. Smucker positions in Q3 2013 and 37 closed out, a net change of +25 holders.
  • The largest J.M. Smucker buyer in Q3 2013 was Adage Capital Partners, an estimated $100M added.
  • The largest J.M. Smucker seller in Q3 2013 was Massachusetts Financial Services, an estimated $133M sold.

Based on aggregated 13F filings for Q3 2013.