J.M. Smucker
706 hedge funds and large institutions have $11.3B invested in J.M. Smucker in 2015 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 277 increasing their positions, 177 reducing their positions, and 67 closing their positions.
57% more first-time investments, than exits
New positions opened: 105 | Existing positions closed: 67
56% more repeat investments, than reductions
Existing positions increased: 277 | Existing positions reduced: 177
36% more call options, than puts
Call options by funds: $27.2M | Put options by funds: $20M
9% more capital invested
Capital invested by funds: $10.3B → $11.3B (+$927M)
4% more funds holding
Funds holding: 677 → 706 (+29)
1.05% less ownership
Funds ownership: 75.95% → 74.91% (-1%)
20% less funds holding in top 10
Funds holding in top 10: 20 → 16 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$121M |
| 2 |
Fundsmith LLP
London,
United Kingdom
|
+$90.4M |
| 3 |
EIP
Epoch Investment Partners
New York
|
+$81.8M |
| 4 |
State Street
Boston,
Massachusetts
|
+$66M |
| 5 |
Goldman Sachs
New York
|
+$65.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VCP
Vestar Capital Partners
New York
|
-$441M |
| 2 |
SC
Sculptor Capital
New York
|
-$315M |
| 3 |
SIG
Senator Investment Group
New York
|
-$54.4M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$46M |
| 5 |
EC
Eminence Capital
New York
|
-$36.6M |
SJM Hedge Fund Activity: Q4 2015 in Review
706 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q4 2015, worth a combined $11.3B — up 9% from $10.3B a quarter earlier.
Buyers outnumbered sellers: 105 funds opened new SJM positions and 67 closed out — a net gain of 38 holders — while 277 added to existing stakes and 177 trimmed.
The largest buyer was Vanguard Group, adding an estimated $121M. The largest seller was Vestar Capital Partners, exiting entirely with an estimated $441M sold.
- 706 institutional investors held J.M. Smucker (SJM) as of Q4 2015, up from 677 in Q3 2015.
- Funds reported $11.3B of J.M. Smucker stock for Q4 2015, up 9% quarter-over-quarter.
- 105 funds opened new J.M. Smucker positions in Q4 2015 and 67 closed out, a net change of +38 holders.
- The largest J.M. Smucker buyer in Q4 2015 was Vanguard Group, an estimated $121M added.
- The largest J.M. Smucker seller in Q4 2015 was Vestar Capital Partners, an estimated $441M sold.
Based on aggregated 13F filings for Q4 2015.