J.M. Smucker
630 hedge funds and large institutions have $10.2B invested in J.M. Smucker in 2015 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 194 increasing their positions, 223 reducing their positions, and 48 closing their positions.
175% more funds holding in top 10
Funds holding in top 10: 4 → 11 (+7)
44% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 48
40% more capital invested
Capital invested by funds: $7.3B → $10.2B (+$2.95B)
2.99% more ownership
Funds ownership: 70.95% → 73.95% (+3%)
2% more funds holding
Funds holding: 617 → 630 (+13)
1% more call options, than puts
Call options by funds: $38.7M | Put options by funds: $38.4M
13% less repeat investments, than reductions
Existing positions increased: 194 | Existing positions reduced: 223
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KKRC
Kohlberg Kravis Roberts & Co
New York
|
+$1.04B |
| 2 |
VCP
Vestar Capital Partners
New York
|
+$450M |
| 3 |
SIG
Senator Investment Group
New York
|
+$225M |
| 4 |
YCMGA
York Capital Management Global Advisors
New York
|
+$129M |
| 5 |
Jennison Associates
New York
|
+$128M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
-$120M |
| 2 |
Nordea Investment Management
Stockholm,
Sweden
|
-$90.9M |
| 3 |
EIP
Epoch Investment Partners
New York
|
-$82.8M |
| 4 |
JP Morgan Chase
New York
|
-$71.5M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$53.9M |
SJM Hedge Fund Activity: Q1 2015 in Review
630 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q1 2015, worth a combined $10.2B — up 40% from $7.3B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new SJM positions and 48 closed out — a net gain of 21 holders — while 194 added to existing stakes and 223 trimmed.
The largest buyer was Kohlberg Kravis Roberts & Co, opening a new position worth an estimated $1.04B. The largest seller was Neuberger Berman Group, cutting an estimated $120M.
- 630 institutional investors held J.M. Smucker (SJM) as of Q1 2015, up from 617 in Q4 2014.
- Funds reported $10.2B of J.M. Smucker stock for Q1 2015, up 40% quarter-over-quarter.
- 69 funds opened new J.M. Smucker positions in Q1 2015 and 48 closed out, a net change of +21 holders.
- The largest J.M. Smucker buyer in Q1 2015 was Kohlberg Kravis Roberts & Co, an estimated $1.04B added.
- The largest J.M. Smucker seller in Q1 2015 was Neuberger Berman Group, an estimated $120M sold.
Based on aggregated 13F filings for Q1 2015.