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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
GI
301
GLG Inc
New York
$1.11M +$1.15M +10,589 New
NIMI
302
Natixis Investment Managers International
France
$1.09M +$1.12M +10,384 New
CAL
303
Capital Analysts LLC
Pennsylvania
$1.09M +$30.4K +281 +3%
PP
304
Paloma Partners
Connecticut
$1.08M +$311K +2,876 +39%
BB
305
Bell Bank
North Dakota
$1.04M -$108K -995 -9%
Jane Street
306
Jane Street
New York
$1.03M -$43.2K -399 -4%
SAM
307
Securian Asset Management
Minnesota
$997K
Mariner
308
Mariner
Kansas
$979K -$60.7K -561 -6%
CIP
309
Champlain Investment Partners
Vermont
$974K +$509K +4,700 +103%
T
310
TradeWorx
New Jersey
$974K +$1M +9,268 New
DADC
311
D.A. Davidson & Co
Montana
$968K +$23.8K +220 +2%
BC
312
Bartlett & Co
Ohio
$967K -$335K -3,093 -25%
TMAM
313
Tokio Marine Asset Management
Japan
$963K -$54.9K -507 -5%
RMDI
314
R.M. Davis Inc
Maine
$950K
B
315
Baird
Wisconsin
$939K +$7.36K +68 +0.8%
CIP
316
Chartwell Investment Partners
Pennsylvania
$934K +$245K +2,265 +34%
KRS
317
Kentucky Retirement Systems
Kentucky
$917K +$945K +8,732 New
WB
318
WesBanco Bank
West Virginia
$904K +$119K +1,102 +15%
KCP
319
KDI Capital Partners
North Carolina
$893K -$2.98M -27,500 -76%
BIM
320
Baldwin Investment Management
Pennsylvania
$883K -$24.4K -225 -3%
BFEC
321
Benjamin F. Edwards & Company
Missouri
$869K +$13.4K +124 +2%
KFS
322
Kurt F. Somerville
$856K -$5.41K -50 -0.6%
PCM
323
Perkins Capital Management
Minnesota
$840K -$5.41K -50 -0.6%
PI
324
Placemark Investments
Illinois
$825K +$55.5K +513 +7%
V
325
Veritable
Delaware
$807K +$184K +1,698 +28%

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.