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J.M. Smucker

580 hedge funds and large institutions have $7.72B invested in J.M. Smucker in 2013 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 182 increasing their positions, 217 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 37

4% more funds holding

Funds holding: 559580 (+21)

1% more capital invested

Capital invested by funds: $7.62B → $7.72B (+$94.7M)

0.04% less ownership

Funds ownership: 70.02%69.98% (-0.04%)

16% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 217

36% less call options, than puts

Call options by funds: $28.4M | Put options by funds: $44.5M

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
580
Holders Change
+21
Holders Change %
+3.76%
% of All Funds
18.81%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.1%
New
62
Increased
182
Reduced
217
Closed
37
Calls
$28.4M
Puts
$44.5M
Net Calls
-$16.2M
Net Calls Change
-$7.25M
Name Holding Trade Value Shares
Change
Change in
Stake
MERSOM
401
Municipal Employees' Retirement System of Michigan
Michigan
$378K +$390K +3,600 New
WCBA
402
Weaver C. Barksdale & Associates
Tennessee
$377K
NA
403
Navellier & Associates
Nevada
$376K +$325 +3 +0.1%
OA
404
OFI Advisors
Pennsylvania
$356K -$1.08K -10 -0.3%
WSCM
405
Wellington Shields Capital Management
New York
$350K
Daiwa Securities Group
406
Daiwa Securities Group
Japan
$347K -$21.7K -200 -6%
FA
407
FMA Advisory
Pennsylvania
$346K +$650 +6 +0.2%
LWCFA
408
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$345K
PA
409
Profund Advisors
Maryland
$342K -$7.8K -72 -2%
CT
410
Cambridge Trust
Massachusetts
$339K -$5.96K -55 -2%
BFS
411
Bradley Foster & Sargent
Connecticut
$333K
Luther King Capital Management (LKCM)
412
Luther King Capital Management (LKCM)
Texas
$331K +$341K +3,150 New
MIP
413
Marietta Investment Partners
Wisconsin
$330K
Twin Tree Management
414
Twin Tree Management
Texas
$330K +$340K +3,144 New
NPF
415
Norris Perne & French
Michigan
$328K +$3.25K +30 +1%
TIM
416
Thompson Investment Management
Wisconsin
$324K -$21.7K -200 -6%
FNT
417
First National Trust
Pennsylvania
$322K -$62K -573 -16%
P
418
Pitcairn
Pennsylvania
$321K -$27.3K -252 -8%
TAM
419
Tocqueville Asset Management
New York
$320K
HAIM
420
Hunter Associates Investment Management
Pennsylvania
$317K
AI
421
Atria Investments
North Carolina
$316K -$96K -887 -23%
SI
422
Stephens Inc
Arkansas
$315K -$2.71K -25 -0.8%
BOK
423
Bank of Kentucky
Kentucky
$314K +$650 +6 +0.2%
SO
424
STRS Ohio
Ohio
$310K -$655K -6,050 -67%
MCM
425
Murphy Capital Management
New Jersey
$309K -$81.2K -750 -20%

SJM Hedge Fund Activity: Q3 2013 in Review

580 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q3 2013, worth a combined $7.72B — up 1.2% from $7.62B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new SJM positions and 37 closed out — a net gain of 25 holders — while 182 added to existing stakes and 217 trimmed.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $100M. The largest seller was Massachusetts Financial Services, cutting an estimated $133M.

  • 580 institutional investors held J.M. Smucker (SJM) as of Q3 2013, up from 559 in Q2 2013.
  • Funds reported $7.72B of J.M. Smucker stock for Q3 2013, up 1.2% quarter-over-quarter.
  • 62 funds opened new J.M. Smucker positions in Q3 2013 and 37 closed out, a net change of +25 holders.
  • The largest J.M. Smucker buyer in Q3 2013 was Adage Capital Partners, an estimated $100M added.
  • The largest J.M. Smucker seller in Q3 2013 was Massachusetts Financial Services, an estimated $133M sold.

Based on aggregated 13F filings for Q3 2013.