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J.M. Smucker
SJM

597 hedge funds and large institutions have $6.91B invested in J.M. Smucker in 2014 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 208 increasing their positions, 205 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 205

0.46% less ownership

Funds ownership: 68.97% → 68.5% (-0.46%)

8% less call options, than puts

Call options by funds: $20.4M | Put options by funds: $22.1M

2% less funds holding

Funds holding: 609 → 597 (-12)

8% less capital invested

Capital invested by funds: $7.49B → $6.91B (-$573M)

15% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 55

50% less funds holding in top 10

Funds holding in top 10: 6 → 3 (-3)

Holders
597
Holders Change
-12
Holders Change %
-1.97%
% of All Funds
17.32%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
47
Increased
208
Reduced
205
Closed
55
Calls
$20.4M
Puts
$22.1M
Net Calls
-$1.76M
Net Calls Change
-$7.24M

Top Buyers

1
WHG
Westwood Holdings Group
Texas
+$48.4M
2
American Century Companies
American Century Companies
Missouri
+$37.4M
3
SIA
Sit Investment Associates
Minnesota
+$35.9M
4
SI
Scout Investments
Missouri
+$33.8M
5
AI
Ariel Investments
Illinois
+$27.1M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$88.6M
2
Fidelity International
Fidelity International
Bermuda
-$64.9M
3
JHIU
Janus Henderson Investors US
Colorado
-$48.4M
4
CC
Carlson Capital
Texas
-$43.2M
5
WG
Winton Group
United Kingdom
-$21.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Franklin Resources
226
Franklin Resources
California
$2.16M -$72.9K -710 -3%
FNB
227
First Niagara Bank
New York
$2.15M +$320K +3,118 +17%
BSPF
228
British Steel Pension Fund
United Kingdom
$2.12M -$145K -1,411 -6%
CCM
229
Cadence Capital Management
Massachusetts
$2.11M +$343K +3,346 +19%
HPIA
230
Hamilton Point Investment Advisors
North Carolina
$2.06M +$10.6K +103 +0.5%
Aristotle Capital Management
231
Aristotle Capital Management
California
$2.05M – – –
OTPPB
232
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.04M +$222K +2,161 +12%
PA
233
Pinnacle Associates
New York
$2M +$2.46K +24 +0.1%
AC
234
Allstate Corporation
Illinois
$1.94M -$5.16M -50,279 -72%
OPERF
235
Oregon Public Employees Retirement Fund
Oregon
$1.89M +$123K +1,200 +7%
COPPSERS
236
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.85M -$32.6K -318 -2%
NSEDCP
237
NJ State Employees Deferred Compensation Plan
New Jersey
$1.82M – – –
SIM
238
Sigma Investment Management
Oregon
$1.79M – – –
URS
239
Utah Retirement Systems
Utah
$1.78M – – –
BNP Paribas Asset Management
240
BNP Paribas Asset Management
France
$1.77M -$122K -1,188 -6%
FTC
241
Farmers Trust Company
Ohio
$1.77M +$7.7K +75 +0.4%
PI
242
Putnam Investments
Massachusetts
$1.77M -$115K -1,116 -6%
GH
243
GAM Holding
Switzerland
$1.75M +$43.2K +421 +2%
Susquehanna International Group
244
Susquehanna International Group
Pennsylvania
$1.69M +$1.09M +10,579 +162%
CBOA
245
Commonwealth Bank of Australia
Australia
$1.69M +$164K +1,600 +10%
LMGAM
246
Liberty Mutual Group Asset Management
Massachusetts
$1.66M -$80.8K -787 -4%
LPL Financial
247
LPL Financial
California
$1.65M +$63.9K +623 +4%
Mitsubishi UFJ Asset Management
248
Mitsubishi UFJ Asset Management
Japan
$1.65M -$366K -3,564 -18%
CB
249
Commerce Bank
Missouri
$1.64M -$25.5K -249 -1%
OCM
250
Orleans Capital Management
Louisiana
$1.6M -$23.3K -227 -1%
8 9
10
11 12

SJM Hedge Fund Activity: Q3 2014 in Review

597 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q3 2014, worth a combined $6.91B — down 7.7% from $7.49B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of SJM and 47 opened new positions — a net loss of 8 holders — while 205 trimmed existing stakes and 208 added.

The largest buyer was Westwood Holdings Group, adding an estimated $48.4M. The largest seller was Norges Bank, cutting an estimated $88.6M.

  • 597 institutional investors held J.M. Smucker (SJM) as of Q3 2014, down from 609 in Q2 2014.
  • Funds reported $6.91B of J.M. Smucker stock for Q3 2014, down 7.7% quarter-over-quarter.
  • 47 funds opened new J.M. Smucker positions in Q3 2014 and 55 closed out, a net change of -8 holders.
  • The largest J.M. Smucker buyer in Q3 2014 was Westwood Holdings Group, an estimated $48.4M added.
  • The largest J.M. Smucker seller in Q3 2014 was Norges Bank, an estimated $88.6M sold.

Based on aggregated 13F filings for Q3 2014.