We are live on ! Find out more
SJM icon

J.M. Smucker

677 hedge funds and large institutions have $10.3B invested in J.M. Smucker in 2015 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 249 increasing their positions, 186 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 39

100% more funds holding in top 10

Funds holding in top 10: 1020 (+10)

38% more call options, than puts

Call options by funds: $33.6M | Put options by funds: $24.3M

34% more repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 186

7% more capital invested

Capital invested by funds: $9.63B → $10.3B (+$703M)

7% more funds holding

Funds holding: 633677 (+44)

1.68% more ownership

Funds ownership: 74.27%75.95% (+1.7%)

Holders
677
Holders Change
+44
Holders Change %
+6.95%
% of All Funds
18.9%
Holding in Top 10
20
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+100%
% of All Funds
0.56%
New
89
Increased
249
Reduced
186
Closed
39
Calls
$33.6M
Puts
$24.3M
Net Calls
+$9.28M
Net Calls Change
+$28M
Name Holding Trade Value Shares
Change
Change in
Stake
IRF
226
IBM Retirement Fund
New York
$3.23M -$154K -1,383 -5%
TFF
227
Timothy F. Fidgeon
$3.23M -$23.4K -210 -0.7%
CYG
228
Clean Yield Group
Vermont
$3.15M -$176K -1,580 -6%
GJIC
229
Gamble Jones Investment Counsel
California
$3.11M -$182K -1,635 -6%
Public Sector Pension Investment Board (PSP Investments)
230
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.1M -$691K -6,200 -19%
GH
231
GAM Holding
Switzerland
$2.98M
KCP
232
KDI Capital Partners
North Carolina
$2.97M
PAM
233
Panagora Asset Management
Massachusetts
$2.95M +$1.18M +10,608 +70%
RC
234
RegentAtlantic Capital
New Jersey
$2.91M -$261K -2,340 -8%
STB
235
S&T Bank
Pennsylvania
$2.9M +$1.67K +15 +0.1%
SB
236
Suntrust Banks
Georgia
$2.86M -$65.8K -590 -2%
FTC
237
Farmers Trust Company
Ohio
$2.82M +$3.35K +30 +0.1%
LPL Financial
238
LPL Financial
California
$2.81M -$114K -1,023 -4%
HPIA
239
Hamilton Point Investment Advisors
North Carolina
$2.73M +$198K +1,780 +8%
EIM
240
ExxonMobil Investment Management
Texas
$2.69M +$235K +2,108 +10%
FNB
241
First Niagara Bank
New York
$2.65M -$137K -1,226 -5%
SC
242
Scotia Capital
Ontario, Canada
$2.64M -$1.33M -11,950 -34%
Public Employees Retirement Association of Colorado
243
Public Employees Retirement Association of Colorado
Colorado
$2.63M -$66.3K -595 -3%
BNP Paribas Asset Management
244
BNP Paribas Asset Management
France
$2.63M +$33.9K +304 +1%
CCMH
245
Cornerstone Capital Management Holdings
New York
$2.62M +$88.5K +794 +4%
PDN
246
Pensionfund DSM Netherlands
Netherlands
$2.62M +$2.56M +23,000 New
FAF
247
Fjarde Ap-fonden
Sweden
$2.61M +$135K +1,208 +6%
Squarepoint
248
Squarepoint
New York
$2.53M +$2.47M +22,153 New
BCM
249
BlueMar Capital Management
Florida
$2.5M +$2.44M +21,900 New
AAM
250
Aberdeen Asset Management
United Kingdom
$2.47M -$144K -1,293 -6%

SJM Hedge Fund Activity: Q3 2015 in Review

677 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q3 2015, worth a combined $10.3B — up 7.3% from $9.63B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new SJM positions and 39 closed out — a net gain of 50 holders — while 249 added to existing stakes and 186 trimmed.

The largest buyer was Sculptor Capital, opening a new position worth an estimated $308M. The largest seller was Kohlberg Kravis Roberts & Co, exiting entirely with an estimated $1.03B sold.

  • 677 institutional investors held J.M. Smucker (SJM) as of Q3 2015, up from 633 in Q2 2015.
  • Funds reported $10.3B of J.M. Smucker stock for Q3 2015, up 7.3% quarter-over-quarter.
  • 89 funds opened new J.M. Smucker positions in Q3 2015 and 39 closed out, a net change of +50 holders.
  • The largest J.M. Smucker buyer in Q3 2015 was Sculptor Capital, an estimated $308M added.
  • The largest J.M. Smucker seller in Q3 2015 was Kohlberg Kravis Roberts & Co, an estimated $1.03B sold.

Based on aggregated 13F filings for Q3 2015.