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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
CIBC Asset Management
301
CIBC Asset Management
Ontario, Canada
$1.5M +$14K +126 +1%
SSWM
302
Sheets Smith Wealth Management
North Carolina
$1.47M +$38.5K +345 +3%
ACM
303
Argentus Capital Management
Texas
$1.47M +$124K +1,116 +10%
CANC
304
Culbertson A N & Co
Virginia
$1.45M -$25.6K -230 -2%
CBOA
305
Commonwealth Bank of Australia
Australia
$1.43M -$10.6K -95 -0.8%
SM
306
Stratton Management
Pennsylvania
$1.39M +$156K +1,400 +13%
Cambridge Investment Research Advisors
307
Cambridge Investment Research Advisors
Iowa
$1.38M +$147K +1,320 +12%
LTFS
308
Ladenburg Thalmann Financial Services
Florida
$1.37M +$15.8K +142 +1%
MIM
309
Monashee Investment Management
Massachusetts
$1.37M +$1.34M +12,000 New
BAM
310
Brave Asset Management
New Jersey
$1.36M
MOACM
311
Mutual of America Capital Management
New York
$1.36M +$83.2K +746 +7%
OC
312
Oppenheimer & Co
New York
$1.34M -$355K -3,186 -21%
OCM
313
Orleans Capital Management
Louisiana
$1.31M -$44.5K -399 -3%
EA
314
Euclid Advisors
Connecticut
$1.31M +$805K +7,224 +170%
TFA
315
Toth Financial Advisory
Virginia
$1.3M +$26.6K +239 +2%
WAM
316
World Asset Management
Michigan
$1.28M +$73.3K +657 +6%
AIP
317
Ameritas Investment Partners
Nebraska
$1.28M +$684K +6,131 +120%
TC
318
TradeLink Capital
Illinois
$1.28M +$1.25M +11,222 New
OAC
319
OMERS Administration Corp
Ontario, Canada
$1.28M +$1.25M +11,200 New
AMI
320
Amica Mutual Insurance
Rhode Island
$1.28M
PS
321
Pensionfund Sabic
Netherlands
$1.25M +$1.23M +11,000 New
NMERB
322
New Mexico Educational Retirement Board
New Mexico
$1.25M +$66.9K +600 +6%
LS
323
Livforsakringsbolaget Skandia
Sweden
$1.25M
Creative Planning
324
Creative Planning
Kansas
$1.23M +$20.2K +181 +2%
WSFS
325
Wilmington Savings Fund Society
Delaware
$1.21M -$5.58K -50 -0.5%

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.