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J.M. Smucker
SJM

597 hedge funds and large institutions have $6.91B invested in J.M. Smucker in 2014 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 208 increasing their positions, 205 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 205

0.46% less ownership

Funds ownership: 68.97% → 68.5% (-0.46%)

8% less call options, than puts

Call options by funds: $20.4M | Put options by funds: $22.1M

2% less funds holding

Funds holding: 609 → 597 (-12)

8% less capital invested

Capital invested by funds: $7.49B → $6.91B (-$573M)

15% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 55

50% less funds holding in top 10

Funds holding in top 10: 6 → 3 (-3)

Holders
597
Holders Change
-12
Holders Change %
-1.97%
% of All Funds
17.32%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
47
Increased
208
Reduced
205
Closed
55
Calls
$20.4M
Puts
$22.1M
Net Calls
-$1.76M
Net Calls Change
-$7.24M

Top Buyers

1
WHG
Westwood Holdings Group
Texas
+$48.4M
2
American Century Companies
American Century Companies
Missouri
+$37.4M
3
SIA
Sit Investment Associates
Minnesota
+$35.9M
4
SI
Scout Investments
Missouri
+$33.8M
5
AI
Ariel Investments
Illinois
+$27.1M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$88.6M
2
Fidelity International
Fidelity International
Bermuda
-$64.9M
3
JHIU
Janus Henderson Investors US
Colorado
-$48.4M
4
CC
Carlson Capital
Texas
-$43.2M
5
WG
Winton Group
United Kingdom
-$21.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
301
Bartlett & Co
Ohio
$840K +$1.33K +13 +0.2%
FCFC
302
First Commonwealth Financial Corp
Pennsylvania
$834K +$77.1K +751 +10%
OI
303
Oakbrook Investments
Illinois
$829K -$923K -9,000 -52%
Envestnet Asset Management
304
Envestnet Asset Management
Illinois
$824K +$312K +3,039 +58%
MLL
305
Moody Lynn & Lieberson
Massachusetts
$822K – – –
TCOO
306
Trust Company of Oklahoma
Oklahoma
$816K -$264K -2,575 -24%
CCM
307
Carderock Capital Management
Maryland
$802K -$1.4M -13,679 -63%
AAM
308
Advisors Asset Management
Colorado
$790K -$640K -6,233 -44%
Creative Planning
309
Creative Planning
Kansas
$790K +$219K +2,138 +37%
KRS
310
Kentucky Retirement Systems
Kentucky
$784K +$813K +7,921 New
HFS
311
HL Financial Services
Kentucky
$778K +$40.9K +399 +5%
LSERS
312
Louisiana State Employees Retirement System
Louisiana
$772K -$30.8K -300 -4%
ST
313
Somerset Trust
Pennsylvania
$750K +$20.7K +202 +3%
PI
314
Placemark Investments
Illinois
$745K +$14.6K +142 +2%
UCFA
315
United Capital Financial Advisors
Texas
$745K +$772K +7,525 New
GWM
316
Greenwich Wealth Management
Connecticut
$737K +$238K +2,320 +45%
TMAM
317
Tokio Marine Asset Management
Japan
$734K – – –
LTFS
318
Ladenburg Thalmann Financial Services
Florida
$732K -$6.26K -61 -0.8%
CCM
319
Cullen Capital Management
New York
$718K – – –
First Manhattan
320
First Manhattan
New York
$718K – – –
N
321
Nuveen
North Carolina
$713K -$5.13K -50 -0.7%
QT
322
Quantbot Technologies
New York
$700K +$726K +7,074 New
V
323
Veritable
Delaware
$696K +$4.1K +40 +0.6%
NBC
324
Neuberger Berman Canada
Ontario, Canada
$664K +$30.8K +300 +5%
WB
325
WesBanco Bank
West Virginia
$649K +$1.74K +17 +0.3%
11 12
13
14 15

SJM Hedge Fund Activity: Q3 2014 in Review

597 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q3 2014, worth a combined $6.91B — down 7.7% from $7.49B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of SJM and 47 opened new positions — a net loss of 8 holders — while 205 trimmed existing stakes and 208 added.

The largest buyer was Westwood Holdings Group, adding an estimated $48.4M. The largest seller was Norges Bank, cutting an estimated $88.6M.

  • 597 institutional investors held J.M. Smucker (SJM) as of Q3 2014, down from 609 in Q2 2014.
  • Funds reported $6.91B of J.M. Smucker stock for Q3 2014, down 7.7% quarter-over-quarter.
  • 47 funds opened new J.M. Smucker positions in Q3 2014 and 55 closed out, a net change of -8 holders.
  • The largest J.M. Smucker buyer in Q3 2014 was Westwood Holdings Group, an estimated $48.4M added.
  • The largest J.M. Smucker seller in Q3 2014 was Norges Bank, an estimated $88.6M sold.

Based on aggregated 13F filings for Q3 2014.