J.M. Smucker
SJM
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.
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: 706 → 712 (+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: 16 → 16 (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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
+$458M |
| 2 |
Fundsmith LLP
London,
United Kingdom
|
+$163M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$134M |
| 4 |
EIP
Epoch Investment Partners
New York
|
+$99.2M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$41.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIG
Senator Investment Group
New York
|
-$123M |
| 2 |
TP
Third Point
New York
|
-$110M |
| 3 |
EC
Eminence Capital
New York
|
-$104M |
| 4 |
SCM
Sirios Capital Management
Boston,
Massachusetts
|
-$103M |
| 5 |
PI
PGGM Investments
Zeist,
Netherlands
|
-$85.4M |
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.