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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
O
401
Ossiam
France
$957K +$779K +5,718 +460%
CFD
402
Creative Financial Designs
Indiana
$951K +$115K +845 +14%
CFB
403
Cullen/Frost Bankers
Texas
$941K +$681 +5 +0.1%
GWSG
404
GPS Wealth Strategies Group
Colorado
$940K -$13.9K -102 -1%
JGCM
405
Joseph Group Capital Management
Ohio
$935K -$88.4K -649 -9%
LSERS
406
Louisiana State Employees Retirement System
Louisiana
$934K -$13.6K -100 -1%
FCMC
407
Founders Capital Management (Connecticut)
Connecticut
$923K -$22.8K -167 -2%
CYG
408
Clean Yield Group
Vermont
$913K
API
409
Advisor Partners II
California
$893K +$886K +6,499 New
WC
410
Westhampton Capital
North Carolina
$890K +$136 +1 +0%
IF
411
IRON Financial
Illinois
$878K +$871K +6,390 New
PGFC
412
Peapack-Gladstone Financial Corp
New Jersey
$875K -$131K -964 -13%
MLICM
413
Metropolitan Life Insurance Company (MetLife)
New York
$872K -$25.8K -189 -3%
F
414
F3Logic
Minnesota
$866K +$1.91K +14 +0.2%
SC
415
Schulhoff & Co
Ohio
$851K -$8.72K -64 -1%
RJT
416
Raymond James Trust
Florida
$848K +$134K +980 +19%
RB
417
Rodgers Brothers
Pennsylvania
$834K -$2.01M -14,775 -71%
DT
418
Diversified Trust
Tennessee
$828K -$13.4K -98 -2%
AWS
419
Atria Wealth Solutions
New York
$824K +$545K +3,998 +200%
IP
420
Investment Partners
Ohio
$822K +$815K +5,978 New
BC
421
Burney Company
Virginia
$819K +$4.77K +35 +0.6%
BONH
422
Bank of New Hampshire
New Hampshire
$816K +$70.4K +517 +10%
BL
423
Balentine LLC
Georgia
$815K +$33.2K +244 +4%
MFA
424
Mayflower Financial Advisors
Massachusetts
$797K +$409 +3 +0.1%
KAS
425
Kestra Advisory Services
Texas
$792K -$763K -5,598 -49%

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.