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J.M. Smucker

712 hedge funds and large institutions have $11.1B invested in J.M. Smucker in 2016 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 246 increasing their positions, 252 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $21.5M | Put options by funds: $17.4M

22% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 60

1% more funds holding

Funds holding: 706712 (+6)

0.68% more ownership

Funds ownership: 74.91%75.58% (+0.68%)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

1% less capital invested

Capital invested by funds: $11.3B → $11.1B (-$124M)

2% less repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 252

Holders
712
Holders Change
+6
Holders Change %
+0.85%
% of All Funds
18.97%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.43%
New
73
Increased
246
Reduced
252
Closed
60
Calls
$21.5M
Puts
$17.4M
Net Calls
+$4.06M
Net Calls Change
-$3.15M
Name Holding Trade Value Shares
Change
Change in
Stake
FMC
226
First Merchants Corp
Indiana
$3.73M -$166K -1,314 -4%
PLFAM
227
Pineno Levin & Ford Asset Management
Virginia
$3.73M
ISL
228
Ingalls & Snyder LLC
New York
$3.63M -$1.07M -8,477 -23%
SW
229
SVB Wealth
Massachusetts
$3.6M -$501K -3,973 -13%
GJIC
230
Gamble Jones Investment Counsel
California
$3.54M +$252 +2 +0%
FAF
231
Fjarde Ap-fonden
Sweden
$3.42M +$566K +4,491 +21%
FTC
232
Farmers Trust Company
Ohio
$3.4M +$168K +1,335 +5%
Public Employees Retirement Association of Colorado
233
Public Employees Retirement Association of Colorado
Colorado
$3.34M +$333K +2,646 +11%
Janney Montgomery Scott
234
Janney Montgomery Scott
Pennsylvania
$3.33M -$812K -6,446 -20%
PAM
235
Panagora Asset Management
Massachusetts
$3.3M +$1.52M +12,036 +90%
HPIA
236
Hamilton Point Investment Advisors
North Carolina
$3.22M -$45K -357 -1%
OC
237
Oppenheimer & Co
New York
$3.21M +$996K +7,900 +47%
HC
238
Hendley & Co
Ohio
$3.2M +$3.11M +24,648 New
CYG
239
Clean Yield Group
Vermont
$3.19M -$191K -1,518 -6%
SI
240
Stephens Inc
Arkansas
$3.19M +$77.3K +613 +3%
SB
241
Suntrust Banks
Georgia
$3.16M -$38.1K -302 -1%
GH
242
GAM Holding
Switzerland
$3.14M +$19.3K +153 +0.6%
STB
243
S&T Bank
Pennsylvania
$3.1M -$205K -1,623 -6%
TCM
244
Tributary Capital Management
Nebraska
$3.08M +$2.99M +23,700 New
OPERF
245
Oregon Public Employees Retirement Fund
Oregon
$3.05M +$273K +2,166 +10%
Nomura Asset Management
246
Nomura Asset Management
Japan
$3.01M +$451K +3,580 +18%
Franklin Resources
247
Franklin Resources
California
$3M +$303K +2,401 +12%
SC
248
Scotia Capital
Ontario, Canada
$2.98M -$21.8K -173 -0.7%
AAM
249
Advisors Asset Management
Colorado
$2.95M +$478K +3,794 +20%
SCM
250
Stevens Capital Management
Pennsylvania
$2.93M -$335K -2,658 -11%

SJM Hedge Fund Activity: Q1 2016 in Review

712 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q1 2016, worth a combined $11.1B — down 1.1% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new SJM positions and 60 closed out — a net gain of 13 holders — while 246 added to existing stakes and 252 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $458M. The largest seller was Senator Investment Group, exiting entirely with an estimated $123M sold.

  • 712 institutional investors held J.M. Smucker (SJM) as of Q1 2016, up from 706 in Q4 2015.
  • Funds reported $11.1B of J.M. Smucker stock for Q1 2016, down 1.1% quarter-over-quarter.
  • 73 funds opened new J.M. Smucker positions in Q1 2016 and 60 closed out, a net change of +13 holders.
  • The largest J.M. Smucker buyer in Q1 2016 was Royal London Asset Management, an estimated $458M added.
  • The largest J.M. Smucker seller in Q1 2016 was Senator Investment Group, an estimated $123M sold.

Based on aggregated 13F filings for Q1 2016.