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J.M. Smucker

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.

New
Increased
Maintained
Reduced
Closed

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: 706712 (+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: 1616 (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

Holders
712
Holders Change
+6
Holders Change %
+0.85%
% of All Funds
18.97%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.43%
New
73
Increased
246
Reduced
252
Closed
60
Calls
$21.5M
Puts
$17.4M
Net Calls
+$4.06M
Net Calls Change
-$3.15M
Name Holding Trade Value Shares
Change
Change in
Stake
AMI
326
Amica Mutual Insurance
Rhode Island
$1.45M
IC
327
InterOcean Capital
Illinois
$1.45M -$234K -1,853 -14%
BAM
328
Brave Asset Management
New Jersey
$1.44M -$110K -875 -7%
KRS
329
Kentucky Retirement Systems
Kentucky
$1.43M +$240K +1,906 +21%
GHA
330
Garcia Hamilton & Associates
Texas
$1.42M -$2.35M -18,650 -63%
FNB
331
First Niagara Bank
New York
$1.4M -$1.14M -9,017 -45%
Creative Planning
332
Creative Planning
Kansas
$1.36M -$9.71K -77 -0.7%
Daiwa Securities Group
333
Daiwa Securities Group
Japan
$1.34M +$378K +3,000 +41%
SMDAM
334
Sumitomo Mitsui DS Asset Management
Japan
$1.33M +$79.7K +632 +7%
SFA
335
Sequoia Financial Advisors
Ohio
$1.32M -$394K -3,123 -24%
DADC
336
D.A. Davidson & Co
Montana
$1.3M +$98.1K +778 +8%
KBC Group
337
KBC Group
Belgium
$1.29M +$433K +3,436 +53%
CHAM
338
Clear Harbor Asset Management
Connecticut
$1.29M +$233K +1,848 +23%
AIP
339
Ameritas Investment Partners
Nebraska
$1.28M -$214K -1,700 -15%
FCFC
340
First Commonwealth Financial Corp
Pennsylvania
$1.28M +$83.2K +660 +7%
ST
341
Somerset Trust
Pennsylvania
$1.28M +$31.8K +252 +3%
CIA
342
Capital Impact Advisors
Massachusetts
$1.26M +$53.7K +426 +5%
WSFS
343
Wilmington Savings Fund Society
Delaware
$1.22M
CG
344
Caprock Group
Idaho
$1.21M +$1.17M +9,310 New
Mirae Asset Global Investments
345
Mirae Asset Global Investments
South Korea
$1.17M +$1.13M +9,003 New
JG
346
Jefferies Group
New York
$1.15M -$60.6K -481 -5%
COPPSERS
347
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.15M +$134K +1,063 +14%
SIM
348
Sentry Investment Management
Wisconsin
$1.15M
CIM
349
Calvert Investment Management
Maryland
$1.15M +$88.6K +703 +9%
MCM
350
Murphy Capital Management
New Jersey
$1.14M +$302K +2,400 +38%

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.