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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
CAN
426
Cetera Advisor Networks
California
$379K
RFC
427
Regions Financial Corp
Alabama
$379K +$6.02K +52 +2%
WCM
428
Windsor Capital Management
Arizona
$372K +$398K +3,436 New
BA
429
Boston Advisors
Massachusetts
$370K +$116 +1 +0%
GA
430
Geneva Advisors
Illinois
$368K +$3.47K +30 +0.9%
Thrivent Financial for Lutherans
431
Thrivent Financial for Lutherans
Minnesota
$364K +$11.6K +100 +3%
CI
432
Conning Inc
Connecticut
$360K +$35.1K +303 +10%
FT
433
Fiduciary Trust
Massachusetts
$359K +$50.9K +440 +15%
CG
434
Clinton Group
New York
$348K +$371K +3,206 New
CIBC World Market
435
CIBC World Market
Ontario, Canada
$344K -$1.74K -15 -0.5%
BFS
436
Bradley Foster & Sargent
Connecticut
$344K
KRSITF
437
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$343K -$12.7K -110 -3%
PSI
438
Pinnacle Summer Investments
Virginia
$343K +$116K +1,001 +46%
NB
439
NBT Bank
New York
$339K -$9.72K -84 -3%
MIP
440
Marietta Investment Partners
Wisconsin
$335K
HPC
441
HM Payson & Co
Maine
$334K
SLAM
442
Swiss Life Asset Management
$334K +$356K +3,080 New
AWA
443
ARS Wealth Advisors
Florida
$333K
TCOO
444
Trust Company of Oklahoma
Oklahoma
$330K -$8.68K -75 -2%
CFA
445
CT Financial Advisors
Pennsylvania
$330K +$116 +1 +0%
DWM
446
Dorchester Wealth Management
Quebec, Canada
$330K +$282K +2,440 New
SAS
447
Spectrum Advisory Services
Georgia
$327K -$81K -700 -19%
ST
448
Smithfield Trust
Pennsylvania
$325K -$30.7K -265 -8%
AA
449
Ancora Advisors
Ohio
$322K +$344K +2,973 New
ABP
450
Arthur B. Page
$320K

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.