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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
GIA
326
Gateway Investment Advisers
Ohio
$1.2M -$68.7K -616 -6%
DSC
327
Duncker Streett & Co
Missouri
$1.15M +$5.58K +50 +0.5%
CIP
328
Chartwell Investment Partners
Pennsylvania
$1.12M -$151K -1,350 -12%
SAM
329
Securian Asset Management
Minnesota
$1.1M +$51.2K +459 +5%
HFS
330
HL Financial Services
Kentucky
$1.09M +$107K +960 +11%
DADC
331
D.A. Davidson & Co
Montana
$1.07M -$138K -1,242 -12%
AL
332
Airain Ltd
Guernsey
$1.07M +$1.05M +9,405 New
ST
333
Somerset Trust
Pennsylvania
$1.07M +$34.1K +306 +3%
FCFC
334
First Commonwealth Financial Corp
Pennsylvania
$1.06M +$10.4K +93 +1%
SMM
335
Stadion Money Management
Georgia
$1.03M +$324K +2,904 +47%
PC
336
Palo Capital
California
$1.01M +$55.8K +500 +6%
Capstone Investment Advisors
337
Capstone Investment Advisors
New York
$1M +$981K +8,800 New
SMDAM
338
Sumitomo Mitsui DS Asset Management
Japan
$997K -$7.16M -64,172 -88%
BIM
339
Baldwin Investment Management
Pennsylvania
$993K +$5.58K +50 +0.6%
JG
340
Jefferies Group
New York
$952K -$159K -1,429 -15%
GI
341
GAMCO Investors
Connecticut
$947K -$167K -1,500 -15%
Daiwa Securities Group
342
Daiwa Securities Group
Japan
$947K -$89.2K -800 -9%
MLL
343
Moody Lynn & Lieberson
Massachusetts
$947K
AP
344
AHL Partners
United Kingdom
$938K -$405K -3,629 -31%
KFS
345
Kurt F. Somerville
$932K
SAM
346
Symphony Asset Management
California
$927K +$905K +8,120 New
PAM
347
Paradigm Asset Management
New York
$924K -$22.3K -200 -2%
NIT
348
NumerixS Investment Technologies
British Columbia, Canada
$901K +$881K +7,900 New
RMDI
349
R.M. Davis Inc
Maine
$898K
Nomura Holdings
350
Nomura Holdings
Japan
$886K -$2.07M -18,556 -70%

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.