We are live on ! Find out more
SJM icon

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
ODCM
376
Old Dominion Capital Management
Virginia
$734K -$19.7K -177 -3%
CCM
377
Catawba Capital Management
Virginia
$728K +$11.2K +100 +2%
BFIM
378
Beese Fulmer Investment Management
Ohio
$727K +$11.2K +100 +2%
SC
379
Schulhoff & Co
Ohio
$725K
PNC
380
Park National Corp
Ohio
$723K +$892 +8 +0.1%
WA
381
Winfield Associates
Ohio
$722K +$33.5K +300 +5%
AAM
382
Autus Asset Management
Arizona
$717K -$111K -1,000 -14%
CTC
383
Central Trust Company
Missouri
$709K +$111K +1,000 +19%
Parallax Volatility Advisers
384
Parallax Volatility Advisers
California
$706K +$210K +1,886 +44%
RCM
385
Rotella Capital Management
Washington
$703K +$687K +6,160 New
CA
386
Commerzbank Aktiengesellschaft
Germany
$702K -$706K -6,330 -51%
CM
387
Capital Management
Virginia
$698K
OCG
388
Opus Capital Group
Ohio
$696K
Teacher Retirement System of Texas
389
Teacher Retirement System of Texas
Texas
$694K +$237K +2,129 +54%
APFBOT
390
Amica Pension Fund Board of Trustees
Rhode Island
$690K
MERSOM
391
Municipal Employees' Retirement System of Michigan
Michigan
$690K +$350K +3,140 +108%
Canada Pension Plan Investment Board
392
Canada Pension Plan Investment Board
Ontario, Canada
$687K -$134K -1,198 -17%
ERSOT
393
Employees Retirement System of Texas
Texas
$685K
PCM
394
Perkins Capital Management
Minnesota
$679K
NB
395
Norinchukin Bank
Japan
$672K +$44.6K +400 +7%
WIA
396
Westbourne Investment Advisors
Maryland
$672K +$103K +927 +19%
AT
397
Arden Trust
Delaware
$667K +$327K +2,933 +101%
KBC Group
398
KBC Group
Belgium
$665K -$78.7K -706 -11%
GCA
399
Gideon Capital Advisors
New York
$664K -$2.61M -23,381 -80%
RJT
400
Raymond James Trust
Florida
$664K -$6.69K -60 -1%

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.