We are live on ! Find out more
SJM icon

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
Barclays
251
Barclays
United Kingdom
$2.87M -$730K -5,789 -21%
Lord, Abbett & Co
252
Lord, Abbett & Co
New Jersey
$2.81M +$2.72M +21,600 New
URS
253
Utah Retirement Systems
Utah
$2.79M
Citigroup
254
Citigroup
New York
$2.79M +$387K +3,071 +17%
CAM
255
Congress Asset Management
Massachusetts
$2.77M +$2.69M +21,349 New
IFAM
256
Institutional & Family Asset Management
Colorado
$2.7M -$6.55K -52 -0.2%
TAM
257
Trillium Asset Management
Massachusetts
$2.69M +$274K +2,174 +12%
CAM
258
Capstone Asset Management
Texas
$2.56M +$393K +3,115 +19%
Skandinaviska Enskilda Banken (SEB)
259
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.55M -$555K -4,400 -18%
FBNAT
260
FirstMerit Bank N.A. Trustee
Ohio
$2.55M +$38.3K +304 +2%
SAM
261
Shell Asset Management
Netherlands
$2.54M -$597K -4,740 -20%
Asset Management One
262
Asset Management One
Japan
$2.51M +$255K +2,026 +12%
Public Sector Pension Investment Board (PSP Investments)
263
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.5M -$1.42M -11,300 -37%
ProShare Advisors
264
ProShare Advisors
Maryland
$2.47M -$60.6K -481 -2%
Aristotle Capital Management
265
Aristotle Capital Management
California
$2.45M
HC
266
HHG & Company
Connecticut
$2.45M +$2.38M +18,883 New
CB
267
Commerce Bank
Missouri
$2.43M -$22.3K -177 -0.9%
LTFS
268
Ladenburg Thalmann Financial Services
Florida
$2.42M +$186K +1,475 +9%
SO
269
STRS Ohio
Ohio
$2.4M -$227K -1,801 -9%
SIM
270
Sigma Investment Management
Oregon
$2.35M
NSEDCP
271
NJ State Employees Deferred Compensation Plan
New Jersey
$2.35M
SF
272
Synovus Financial
Georgia
$2.33M +$2.16M +17,151 +2,125%
HFS
273
HL Financial Services
Kentucky
$2.25M -$214K -1,695 -9%
BSPF
274
British Steel Pension Fund
United Kingdom
$2.23M -$145K -1,149 -6%
Nisa Investment Advisors
275
Nisa Investment Advisors
Missouri
$2.23M

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.