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J.M. Smucker

677 hedge funds and large institutions have $10.3B invested in J.M. Smucker in 2015 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 249 increasing their positions, 186 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 39

100% more funds holding in top 10

Funds holding in top 10: 1020 (+10)

38% more call options, than puts

Call options by funds: $33.6M | Put options by funds: $24.3M

34% more repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 186

7% more capital invested

Capital invested by funds: $9.63B → $10.3B (+$703M)

7% more funds holding

Funds holding: 633677 (+44)

1.68% more ownership

Funds ownership: 74.27%75.95% (+1.7%)

Holders
677
Holders Change
+44
Holders Change %
+6.95%
% of All Funds
18.9%
Holding in Top 10
20
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+100%
% of All Funds
0.56%
New
89
Increased
249
Reduced
186
Closed
39
Calls
$33.6M
Puts
$24.3M
Net Calls
+$9.28M
Net Calls Change
+$28M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
426
Murphy Capital Management
New Jersey
$502K +$224K +2,007 +84%
PRCM
427
Pine River Capital Management
Minnesota
$502K +$491K +4,400 New
FAAS
428
First Allied Advisory Services
California
$497K -$97.6K -875 -17%
PGFC
429
Peapack-Gladstone Financial Corp
New Jersey
$493K
IA
430
Icon Advisers
Colorado
$491K
OMCS
431
Old Mutual Customised Solutions
South Africa
$491K
RB
432
Rodgers Brothers
Pennsylvania
$486K
CC
433
Curian Capital
Colorado
$484K -$184K -1,649 -28%
TMAM
434
Tokio Marine Asset Management
Japan
$481K -$18.3K -164 -4%
MSR
435
Main Street Research
Connecticut
$480K
SG Americas Securities
436
SG Americas Securities
New York
$477K -$548K -4,919 -54%
Rafferty Asset Management
437
Rafferty Asset Management
New York
$476K +$465K +4,172 New
ONB
438
Old National Bancorp
Indiana
$474K -$5.8K -52 -1%
BBI
439
Baxter Bros Inc
Connecticut
$468K
DT
440
Diversified Trust
Tennessee
$463K -$11.2K -100 -2%
AB
441
Amalgamated Bank
New York
$462K +$15.7K +141 +4%
OA
442
OFI Advisors
Pennsylvania
$461K -$53.3K -478 -11%
DIA
443
Dean Investment Associates
Ohio
$459K -$6.58K -59 -1%
UFG
444
United Fire Group
Iowa
$456K
JMPWA
445
JP Morgan Private Wealth Advisors
California
$448K -$65.7K -589 -13%
MCM
446
MAI Capital Management
Ohio
$437K -$62.6K -561 -13%
WBC
447
Westpac Banking Corp
Australia
$436K +$354K +3,173 +492%
EHWM
448
Eads & Heald Wealth Management
Georgia
$432K -$15.1K -135 -3%
CT
449
Coastline Trust
Rhode Island
$432K
WCM
450
Windsor Capital Management
Arizona
$432K +$39.2K +352 +10%

SJM Hedge Fund Activity: Q3 2015 in Review

677 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q3 2015, worth a combined $10.3B — up 7.3% from $9.63B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new SJM positions and 39 closed out — a net gain of 50 holders — while 249 added to existing stakes and 186 trimmed.

The largest buyer was Sculptor Capital, opening a new position worth an estimated $308M. The largest seller was Kohlberg Kravis Roberts & Co, exiting entirely with an estimated $1.03B sold.

  • 677 institutional investors held J.M. Smucker (SJM) as of Q3 2015, up from 633 in Q2 2015.
  • Funds reported $10.3B of J.M. Smucker stock for Q3 2015, up 7.3% quarter-over-quarter.
  • 89 funds opened new J.M. Smucker positions in Q3 2015 and 39 closed out, a net change of +50 holders.
  • The largest J.M. Smucker buyer in Q3 2015 was Sculptor Capital, an estimated $308M added.
  • The largest J.M. Smucker seller in Q3 2015 was Kohlberg Kravis Roberts & Co, an estimated $1.03B sold.

Based on aggregated 13F filings for Q3 2015.