J.M. Smucker
598 hedge funds and large institutions have $6.75B invested in J.M. Smucker in 2014 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 191 increasing their positions, 233 reducing their positions, and 64 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
3% less first-time investments, than exits
New positions opened: 62 | Existing positions closed: 64
1% less funds holding
Funds holding: 605 → 598 (-7)
1.28% less ownership
Funds ownership: 68.24% → 66.96% (-1.3%)
9% less capital invested
Capital invested by funds: $7.42B → $6.75B (-$679M)
10% less call options, than puts
Call options by funds: $23.2M | Put options by funds: $26M
18% less repeat investments, than reductions
Existing positions increased: 191 | Existing positions reduced: 233
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
+$99.2M |
| 2 |
AI
Ariel Investments
Chicago,
Illinois
|
+$75.3M |
| 3 |
Millennium Management
New York
|
+$45.8M |
| 4 |
Two Sigma Investments
New York
|
+$37.9M |
| 5 |
Neuberger Berman Group
New York
|
+$33.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
-$167M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$85.6M |
| 3 |
Axa
Paris,
France
|
-$66.1M |
| 4 |
SI
Scout Investments
Kansas City,
Missouri
|
-$57.6M |
| 5 |
PI
PGGM Investments
Zeist,
Netherlands
|
-$48.3M |
SJM Hedge Fund Activity: Q1 2014 in Review
598 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q1 2014, worth a combined $6.75B — down 9.1% from $7.42B a quarter earlier.
Sellers outnumbered buyers: 64 funds closed out of SJM and 62 opened new positions — a net loss of 2 holders — while 233 trimmed existing stakes and 191 added.
The largest buyer was Perkins Investment Management, opening a new position worth an estimated $99.2M. The largest seller was OppenheimerFunds, cutting an estimated $167M.
- 598 institutional investors held J.M. Smucker (SJM) as of Q1 2014, down from 605 in Q4 2013.
- Funds reported $6.75B of J.M. Smucker stock for Q1 2014, down 9.1% quarter-over-quarter.
- 62 funds opened new J.M. Smucker positions in Q1 2014 and 64 closed out, a net change of -2 holders.
- The largest J.M. Smucker buyer in Q1 2014 was Perkins Investment Management, an estimated $99.2M added.
- The largest J.M. Smucker seller in Q1 2014 was OppenheimerFunds, an estimated $167M sold.
Based on aggregated 13F filings for Q1 2014.