J.M. Smucker
SJM
609 hedge funds and large institutions have $7.49B invested in J.M. Smucker in 2014 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 204 increasing their positions, 201 reducing their positions, and 44 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
36% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 44
19% more call options, than puts
Call options by funds: $34.2M | Put options by funds: $28.7M
11% more capital invested
Capital invested by funds: $6.75B → $7.49B (+$740M)
2.01% more ownership
Funds ownership: 66.96% → 68.97% (+2%)
2% more funds holding
Funds holding: 598 → 609 (+11)
1% more repeat investments, than reductions
Existing positions increased: 204 | Existing positions reduced: 201
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$89.4M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$60.2M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$46.6M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$38.8M |
| 5 |
JP Morgan Chase
New York
|
+$28.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$80.4M |
| 2 |
Millennium Management
New York
|
-$38.5M |
| 3 |
SAM
Silvercrest Asset Management
New York
|
-$36.6M |
| 4 |
Morgan Stanley
New York
|
-$30.9M |
| 5 |
Two Sigma Investments
New York
|
-$30.2M |
SJM Hedge Fund Activity: Q2 2014 in Review
609 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2014, worth a combined $7.49B — up 11% from $6.75B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new SJM positions and 44 closed out — a net gain of 16 holders — while 204 added to existing stakes and 201 trimmed.
The largest buyer was Norges Bank, adding an estimated $89.4M. The largest seller was Janus Henderson Investors US, cutting an estimated $80.4M.
- 609 institutional investors held J.M. Smucker (SJM) as of Q2 2014, up from 598 in Q1 2014.
- Funds reported $7.49B of J.M. Smucker stock for Q2 2014, up 11% quarter-over-quarter.
- 60 funds opened new J.M. Smucker positions in Q2 2014 and 44 closed out, a net change of +16 holders.
- The largest J.M. Smucker buyer in Q2 2014 was Norges Bank, an estimated $89.4M added.
- The largest J.M. Smucker seller in Q2 2014 was Janus Henderson Investors US, an estimated $80.4M sold.
Based on aggregated 13F filings for Q2 2014.