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J.M. Smucker
SJM

881 hedge funds and large institutions have $11.8B invested in J.M. Smucker in 2022 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 283 increasing their positions, 305 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 6 → 10 (+4)

43% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 65

7% more capital invested

Capital invested by funds: $11B → $11.8B (+$756M)

2% more funds holding

Funds holding: 861 → 881 (+20)

0.37% less ownership

Funds ownership: 80.97% → 80.6% (-0.37%)

7% less repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 305

29% less call options, than puts

Call options by funds: $67.7M | Put options by funds: $94.8M

Holders
881
Holders Change
+20
Holders Change %
+2.32%
% of All Funds
15.18%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.17%
New
93
Increased
283
Reduced
305
Closed
65
Calls
$67.7M
Puts
$94.8M
Net Calls
-$27.1M
Net Calls Change
-$21M

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$176M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$85.4M
3
Millennium Management
Millennium Management
New York
+$60.7M
4
American Century Companies
American Century Companies
Missouri
+$52.9M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$41.6M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$96.5M
2
Victory Capital Management
Victory Capital Management
Texas
-$48.4M
3
AI
Ariel Investments
Illinois
-$37.5M
4
BlackRock
BlackRock
New York
-$34.4M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$30.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fifth Third Bancorp
326
Fifth Third Bancorp
Ohio
$1.54M -$700K -5,140 -31%
FLPIM
327
F.L. Putnam Investment Management
Massachusetts
$1.54M +$95.9K +704 +7%
EHWM
328
Eads & Heald Wealth Management
Georgia
$1.54M +$8.59K +63 +0.6%
AOWM
329
Alpha Omega Wealth Management
Virginia
$1.54M – – –
DC
330
Davenport & Co
Virginia
$1.53M -$53.4K -392 -3%
EI
331
EDMP Inc
Florida
$1.53M -$4.63K -34 -0.3%
OTPPB
332
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.5M +$820K +6,019 +122%
BEAM
333
Baker Ellis Asset Management
Washington
$1.49M +$95.4K +700 +7%
Simplex Trading
334
Simplex Trading
Illinois
$1.49M +$1.48M +10,879 New
SFS
335
Sowell Financial Services
Arkansas
$1.49M +$1.48M +10,825 New
LS
336
Livforsakringsbolaget Skandia
Sweden
$1.48M -$313K -2,300 -18%
GAM
337
Gotham Asset Management
New York
$1.48M -$120K -884 -8%
PS
338
Pensionfund Sabic
Netherlands
$1.47M – – –
OPPTF
339
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1.47M -$55.5K -407 -4%
SAM
340
Silvercrest Asset Management
New York
$1.47M -$191K -1,400 -12%
CGH
341
Crossmark Global Holdings
Texas
$1.46M -$166K -1,217 -10%
CIBC World Market
342
CIBC World Market
Ontario, Canada
$1.46M +$1M +7,343 +223%
BCIM
343
British Columbia Investment Management
British Columbia, Canada
$1.46M -$259K -1,899 -15%
MCM
344
MAI Capital Management
Ohio
$1.45M +$449K +3,296 +45%
CCM
345
Cullen Capital Management
New York
$1.45M +$3.13K +23 +0.2%
BF
346
BOK Financial
Oklahoma
$1.44M +$289K +2,123 +25%
BA
347
Bristlecone Advisors
Washington
$1.43M +$157K +1,155 +12%
HSA
348
HBK Sorce Advisory
Pennsylvania
$1.4M +$100K +737 +8%
AIM
349
Aigen Investment Management
New York
$1.4M -$108K -796 -7%
NSEDCP
350
NJ State Employees Deferred Compensation Plan
New Jersey
$1.39M – – –
12 13
14
15 16

SJM Hedge Fund Activity: Q3 2022 in Review

881 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q3 2022, worth a combined $11.8B — up 6.9% from $11B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new SJM positions and 65 closed out — a net gain of 28 holders — while 283 added to existing stakes and 305 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $176M. The largest seller was Invesco, cutting an estimated $96.5M.

  • 881 institutional investors held J.M. Smucker (SJM) as of Q3 2022, up from 861 in Q2 2022.
  • Funds reported $11.8B of J.M. Smucker stock for Q3 2022, up 6.9% quarter-over-quarter.
  • 93 funds opened new J.M. Smucker positions in Q3 2022 and 65 closed out, a net change of +28 holders.
  • The largest J.M. Smucker buyer in Q3 2022 was Citadel Advisors, an estimated $176M added.
  • The largest J.M. Smucker seller in Q3 2022 was Invesco, an estimated $96.5M sold.

Based on aggregated 13F filings for Q3 2022.