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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
CB
251
Commerce Bank
Missouri
$1.78M -$18.9K -175 -1%
LPL Financial
252
LPL Financial
California
$1.76M +$21.9K +202 +1%
BWP
253
Baldwin Wealth Partners
Massachusetts
$1.73M +$128K +1,179 +8%
IA
254
Icon Advisers
Colorado
$1.66M -$357K -3,300 -17%
OCM
255
Orleans Capital Management
Louisiana
$1.64M +$4.22K +39 +0.3%
FNB
256
First Niagara Bank
New York
$1.62M -$217K -2,008 -12%
CCM
257
Covington Capital Management
California
$1.62M -$103K -950 -6%
SMDAM
258
Sumitomo Mitsui DS Asset Management
Japan
$1.61M -$52.3K -483 -3%
SFI
259
SPC Financial Inc
Maryland
$1.6M -$5.41K -50 -0.3%
OPERF
260
Oregon Public Employees Retirement Fund
Oregon
$1.59M +$26.6K +246 +2%
Asset Management One
261
Asset Management One
Japan
$1.55M +$154K +1,423 +11%
JIC
262
Johnson Investment Counsel
Ohio
$1.51M -$24K -222 -2%
AAM
263
Advisors Asset Management
Colorado
$1.49M +$710K +6,559 +86%
ProShare Advisors
264
ProShare Advisors
Maryland
$1.48M -$770K -7,112 -34%
SC
265
Scotia Capital
Ontario, Canada
$1.46M
SDJVC
266
St. Denis J. Villere & Co
Louisiana
$1.44M -$1.81M -16,730 -55%
BNP Paribas Asset Management
267
BNP Paribas Asset Management
France
$1.43M +$900K +8,312 +157%
CANC
268
Culbertson A N & Co
Virginia
$1.43M -$18.9K -175 -1%
B
269
Barings
North Carolina
$1.43M -$688K -6,350 -32%
JWBC
270
J.W. Burns & Co
New York
$1.42M +$94.5K +873 +7%
DIA
271
Denver Investment Advisors
Colorado
$1.41M -$80.5K -743 -5%
ACM
272
Alpha Capital Management
Texas
$1.41M +$62K +573 +4%
MNA
273
Manning & Napier Advisors
New York
$1.41M +$975 +9 +0.1%
GE
274
General Electric
Ohio
$1.4M +$110K +1,018 +8%
GAM
275
Gotham Asset Management
New York
$1.39M -$921K -8,503 -39%

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.