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J.M. Smucker

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: 610 (+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: 861881 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
376
Securian Asset Management
Minnesota
$1.17M -$27.3K -200 -2%
BCWM
377
Bartlett & Co Wealth Management
Ohio
$1.16M -$18.7K -137 -2%
BC
378
Bartlett & Co
Ohio
$1.16M -$18.7K -137 -2%
EF
379
Exeter Financial
Arizona
$1.15M +$18.1K +133 +2%
KRS
380
Kentucky Retirement Systems
Kentucky
$1.15M +$39.7K +291 +4%
BCV
381
Banque Cantonale Vaudoise
Switzerland
$1.14M
KNW
382
Kesler Norman & Wride
Utah
$1.13M -$6.13K -45 -0.5%
WJWM
383
Williams Jones Wealth Management
New York
$1.13M
FHA
384
Flagship Harbor Advisors
Massachusetts
$1.13M +$3.27K +24 +0.3%
Jennison Associates
385
Jennison Associates
New York
$1.11M +$319K +2,338 +41%
LNC
386
Lincoln National Corp
Pennsylvania
$1.11M +$6.81K +50 +0.6%
HVIA
387
Hudson Valley Investment Advisors
New York
$1.1M +$1.09M +7,992 New
CFGS
388
Concourse Financial Group Securities
Alabama
$1.09M +$172K +1,265 +19%
RHAM
389
Round Hill Asset Management
California
$1.07M -$9.54K -70 -0.9%
Nordea Investment Management
390
Nordea Investment Management
Sweden
$1.06M
JWBC
391
J.W. Burns & Co
New York
$1.06M -$96.1K -705 -8%
NB
392
Norinchukin Bank
Japan
$1.03M +$86.4K +634 +9%
CT
393
Chicago Trust
Illinois
$1.01M -$78.6K -577 -7%
N
394
Natixis
France
$1M -$874K -6,416 -47%
Daiwa Securities Group
395
Daiwa Securities Group
Japan
$984K +$18.7K +137 +2%
SPC
396
Sigma Planning Corp
Michigan
$981K +$5.86K +43 +0.6%
UB
397
UMB Bank
Missouri
$974K -$1.29M -9,437 -57%
FMII
398
Farmers & Merchants Investments Inc
Nebraska
$972K +$956K +7,014 +11,888%
ClearBridge Investments
399
ClearBridge Investments
New York
$962K +$954K +7,000 New
MML Investors Services
400
MML Investors Services
Massachusetts
$958K -$273 -2 -0%

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.