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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
SLI
351
Sumitomo Life Insurance
Japan
$883K -$1.01M -9,050 -54%
OI
352
Oakbrook Investments
Illinois
$876K +$856K +7,675 New
GWM
353
Greenwich Wealth Management
Connecticut
$870K -$133K -1,195 -14%
LSERS
354
Louisiana State Employees Retirement System
Louisiana
$856K +$44.6K +400 +6%
HighTower Advisors
355
HighTower Advisors
Illinois
$851K -$3.6M -32,311 -81%
BC
356
Bartlett & Co
Ohio
$849K -$17.3K -155 -2%
BCM
357
BTR Capital Management
California
$844K +$825K +7,400 New
CHAM
358
Clear Harbor Asset Management
Connecticut
$837K -$59.4K -533 -7%
DL
359
Delta Lloyd
Netherlands
$825K
VKH
360
Virtu KCG Holdings
New York
$817K -$1.45M -13,007 -64%
DTL
361
Dynamic Technology Lab
Singapore
$817K +$798K +7,160 New
CIC
362
Carnegie Investment Counsel
Ohio
$816K +$23.6K +212 +3%
AAM
363
Advisors Asset Management
Colorado
$809K +$148K +1,327 +23%
Mackenzie Financial
364
Mackenzie Financial
Ontario, Canada
$791K +$374K +3,353 +94%
Northwestern Mutual Wealth Management
365
Northwestern Mutual Wealth Management
Wisconsin
$783K +$195K +1,753 +34%
BMCMI
366
Bryn Mawr Capital Management Inc
Pennsylvania
$774K +$757K +6,786 New
WA
367
WFG Advisors
Texas
$770K -$72.8K -653 -9%
BCM
368
BlueCrest Capital Management
Jersey
$769K +$751K +6,738 New
KRS
369
Kentucky Retirement Systems
Kentucky
$759K +$12.4K +111 +2%
COPPSERS
370
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$754K -$476K -4,272 -39%
UB
371
UMB Bank
Missouri
$753K
CFMC
372
Curbstone Financial Management Corp
New Hampshire
$749K +$34K +305 +5%
RP
373
Rowlandmiller & Partners
Georgia
$747K -$4.46K -40 -0.6%
GAM
374
Gotham Asset Management
New York
$746K +$729K +6,538 New
BOS
375
Bingham Osborn & Scarborough
California
$738K +$4.01K +36 +0.6%

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.