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
Franklin Resources
251
Franklin Resources
California
$2.44M +$133K +1,191 +6%
URS
252
Utah Retirement Systems
Utah
$2.44M +$11.2K +100 +0.5%
OPERF
253
Oregon Public Employees Retirement Fund
Oregon
$2.41M -$17.6K -158 -0.7%
GHA
254
Garcia Hamilton & Associates
Texas
$2.38M +$513K +4,605 +28%
SFA
255
Sequoia Financial Advisors
Ohio
$2.37M +$1.14M +10,203 +97%
FBNAT
256
FirstMerit Bank N.A. Trustee
Ohio
$2.33M -$2.01K -18 -0.1%
Aristotle Capital Management
257
Aristotle Capital Management
California
$2.25M
SI
258
Stephens Inc
Arkansas
$2.17M +$250K +2,245 +13%
CB
259
Commerce Bank
Missouri
$2.14M +$3.12K +28 +0.1%
Nomura Asset Management
260
Nomura Asset Management
Japan
$2.13M -$191K -1,714 -8%
AFA
261
Abacus FCF Advisors
Florida
$2.12M +$2.07M +18,558 New
NSEDCP
262
NJ State Employees Deferred Compensation Plan
New Jersey
$2.1M
SIM
263
Sigma Investment Management
Oregon
$2.07M
Asset Management One
264
Asset Management One
Japan
$2.06M +$51.8K +465 +3%
RS
265
Robeco Schweiz
Switzerland
$2.03M +$780K +7,000 +64%
BNP Paribas Financial Markets
266
BNP Paribas Financial Markets
France
$2.01M -$457K -4,099 -19%
SO
267
STRS Ohio
Ohio
$2.01M +$453K +4,064 +30%
CCM
268
Coldstream Capital Management
Washington
$2.01M -$122K -1,093 -6%
TAM
269
Trillium Asset Management
Massachusetts
$1.96M +$176K +1,574 +10%
Nisa Investment Advisors
270
Nisa Investment Advisors
Missouri
$1.94M
CSS
271
Cubist Systematic Strategies
Connecticut
$1.94M +$847K +7,593 +81%
CC
272
Cipher Capital
New York
$1.86M +$1.19M +10,687 +189%
BFEC
273
Benjamin F. Edwards & Company
Missouri
$1.82M +$141K +1,266 +9%
Neuberger Berman Group
274
Neuberger Berman Group
New York
$1.82M +$55.8K +500 +3%
PIM
275
Penobscot Investment Management
Massachusetts
$1.8M +$42.4K +380 +2%

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.