We are live on ! Find out more
SJM icon

J.M. Smucker

633 hedge funds and large institutions have $9.63B invested in J.M. Smucker in 2015 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 196 increasing their positions, 238 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 49

0% more funds holding

Funds holding: 630633 (+3)

0.33% more ownership

Funds ownership: 73.95%74.27% (+0.33%)

6% less capital invested

Capital invested by funds: $10.2B → $9.63B (-$625M)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

18% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 238

40% less call options, than puts

Call options by funds: $27.8M | Put options by funds: $46.6M

Holders
633
Holders Change
+3
Holders Change %
+0.48%
% of All Funds
17.05%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.27%
New
61
Increased
196
Reduced
238
Closed
49
Calls
$27.8M
Puts
$46.6M
Net Calls
-$18.8M
Net Calls Change
-$19.2M
Name Holding Trade Value Shares
Change
Change in
Stake
RB
401
Rodgers Brothers
Pennsylvania
$462K
Two Sigma Investments
402
Two Sigma Investments
New York
$461K +$105K +904 +27%
EA
403
Euclid Advisors
Connecticut
$460K -$1.25M -10,828 -72%
ONB
404
Old National Bancorp
Indiana
$456K +$9.84K +85 +2%
DT
405
Diversified Trust
Tennessee
$451K -$86.8K -750 -15%
QAM
406
Quantres Asset Management
Cayman Islands
$444K +$474K +4,100 New
DIA
407
Dean Investment Associates
Ohio
$443K
MSR
408
Main Street Research
Connecticut
$443K
UFG
409
United Fire Group
Iowa
$434K
Teacher Retirement System of Texas
410
Teacher Retirement System of Texas
Texas
$429K +$101K +872 +28%
PAM
411
Princeton Alpha Management
New Jersey
$428K +$457K +3,949 New
EHWM
412
Eads & Heald Wealth Management
Georgia
$426K -$6.36K -55 -1%
AB
413
Amalgamated Bank
New York
$424K +$71.9K +621 +19%
AI
414
Atria Investments
North Carolina
$421K -$10.5K -91 -2%
CB
415
Chemical Bank
Michigan
$412K -$21.6K -187 -5%
CT
416
Coastline Trust
Rhode Island
$411K -$6.36K -55 -1%
NMIMC
417
Northwestern Mutual Investment Management Company
Wisconsin
$404K +$1.74K +15 +0.4%
FFBTD
418
First Financial Bank - Trust Division
Ohio
$403K +$3.47K +30 +0.8%
TIM
419
Thompson Investment Management
Wisconsin
$400K -$11.6K -100 -3%
WSTAM
420
Wilbanks Smith & Thomas Asset Management
Virginia
$400K -$1.5K -13 -0.4%
RGC
421
Roberts, Glore & Co
Illinois
$396K
CCA
422
Conestoga Capital Advisors
Pennsylvania
$394K +$3.59K +31 +0.9%
FIM
423
Freedom Investment Management
Connecticut
$392K +$14.8K +128 +4%
Mackenzie Financial
424
Mackenzie Financial
Ontario, Canada
$388K +$414K +3,580 New
LP
425
LMR Partners
United Kingdom
$381K +$407K +3,518 New

SJM Hedge Fund Activity: Q2 2015 in Review

633 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2015, worth a combined $9.63B — down 6.1% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new SJM positions and 49 closed out — a net gain of 12 holders — while 196 added to existing stakes and 238 trimmed.

The largest buyer was Vanguard Group, adding an estimated $101M. The largest seller was York Capital Management Global Advisors, cutting an estimated $119M.

  • 633 institutional investors held J.M. Smucker (SJM) as of Q2 2015, up from 630 in Q1 2015.
  • Funds reported $9.63B of J.M. Smucker stock for Q2 2015, down 6.1% quarter-over-quarter.
  • 61 funds opened new J.M. Smucker positions in Q2 2015 and 49 closed out, a net change of +12 holders.
  • The largest J.M. Smucker buyer in Q2 2015 was Vanguard Group, an estimated $101M added.
  • The largest J.M. Smucker seller in Q2 2015 was York Capital Management Global Advisors, an estimated $119M sold.

Based on aggregated 13F filings for Q2 2015.