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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
HCM
276
Highbridge Capital Management
New York
$1.8M +$1.01M +9,080 +135%
LIA
277
LS Investment Advisors
Michigan
$1.76M +$9.03K +81 +0.5%
CAM
278
Capstone Asset Management
Texas
$1.74M -$17.8K -160 -1%
LCP
279
Legacy Capital Partners
Wisconsin
$1.74M +$164K +1,475 +11%
HHC
280
Hutchin Hill Capital
New York
$1.72M +$1.68M +15,100 New
Citigroup
281
Citigroup
New York
$1.71M +$148K +1,323 +10%
CCA
282
Catalyst Capital Advisors
New York
$1.71M +$1.67M +15,000 New
CCM
283
Cadence Capital Management
Massachusetts
$1.7M -$699K -6,267 -30%
CAS
284
CTC Alternative Strategies
Illinois
$1.64M +$1.61M +14,410 New
CCM
285
Covington Capital Management
California
$1.63M
CIA
286
Capital Impact Advisors
Massachusetts
$1.62M -$409K -3,671 -21%
Mitsubishi UFJ Asset Management
287
Mitsubishi UFJ Asset Management
Japan
$1.62M +$152K +1,359 +11%
WB
288
WesBanco Bank
West Virginia
$1.61M +$763K +6,845 +94%
ACM
289
Axel Capital Management
New York
$1.61M
DekaBank Deutsche Girozentrale
290
DekaBank Deutsche Girozentrale
Germany
$1.59M -$2M -17,918 -56%
ProShare Advisors
291
ProShare Advisors
Maryland
$1.58M +$334K +2,998 +28%
MNA
292
Manning & Napier Advisors
New York
$1.58M -$31.8K -285 -2%
TRSOTSOK
293
Teachers Retirement System of the State of Kentucky
Kentucky
$1.57M
AAM
294
Auxier Asset Management
Oregon
$1.57M +$390K +3,500 +34%
IC
295
InterOcean Capital
Illinois
$1.56M -$419K -3,760 -22%
PA
296
Pinnacle Associates
New York
$1.53M
ACM
297
Alethea Capital Management
Washington
$1.52M -$917K -8,227 -38%
MSA
298
Mason Street Advisors
Wisconsin
$1.52M +$93.1K +835 +7%
LMGAM
299
Liberty Mutual Group Asset Management
Massachusetts
$1.52M -$95.6K -857 -6%
OAMG
300
Odey Asset Management Group
United Kingdom
$1.52M +$1.48M +13,300 New

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.