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J.M. Smucker

712 hedge funds and large institutions have $11.1B invested in J.M. Smucker in 2016 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 246 increasing their positions, 252 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $21.5M | Put options by funds: $17.4M

22% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 60

1% more funds holding

Funds holding: 706712 (+6)

0.68% more ownership

Funds ownership: 74.91%75.58% (+0.68%)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

1% less capital invested

Capital invested by funds: $11.3B → $11.1B (-$124M)

2% less repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 252

Holders
712
Holders Change
+6
Holders Change %
+0.85%
% of All Funds
18.97%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.43%
New
73
Increased
246
Reduced
252
Closed
60
Calls
$21.5M
Puts
$17.4M
Net Calls
+$4.06M
Net Calls Change
-$3.15M
Name Holding Trade Value Shares
Change
Change in
Stake
AT
426
Arden Trust
Delaware
$601K -$122K -971 -17%
LIM
427
Leavell Investment Management
Alabama
$601K
DIA
428
Denver Investment Advisors
Colorado
$596K
Nordea Investment Management
429
Nordea Investment Management
Sweden
$594K +$182K +1,441 +46%
NMIMC
430
Northwestern Mutual Investment Management Company
Wisconsin
$593K +$2.9K +23 +0.5%
DTL
431
Dynamic Technology Lab
Singapore
$587K -$342K -2,715 -38%
PL
432
Parkwood LLC
Ohio
$584K +$83.6K +663 +17%
DSC
433
Duncker Streett & Co
Missouri
$582K -$708K -5,615 -56%
Cetera Investment Advisers
434
Cetera Investment Advisers
Illinois
$581K -$32.8K -260 -5%
BOS
435
Bank of Stockton
California
$581K +$11.3K +90 +2%
IP
436
Investment Partners
Ohio
$581K +$594K +4,711 New
PGFC
437
Peapack-Gladstone Financial Corp
New Jersey
$577K +$16.1K +128 +3%
RMCM
438
Reynders McVeigh Capital Management
Massachusetts
$563K +$221K +1,754 +68%
OCG
439
Opus Capital Group
Ohio
$560K +$22.7K +180 +4%
Thrivent Financial for Lutherans
440
Thrivent Financial for Lutherans
Minnesota
$559K +$22.7K +180 +4%
EWM
441
Evercore Wealth Management
New York
$557K -$97.6K -774 -15%
AB
442
Amalgamated Bank
New York
$555K +$143K +1,133 +36%
RB
443
Rodgers Brothers
Pennsylvania
$553K
FAAS
444
First Allied Advisory Services
California
$551K -$39.4K -313 -7%
FG
445
Fiduciary Group
Georgia
$550K +$160K +1,266 +43%
SMC
446
Smith, Moore & Co
Missouri
$546K -$87K -690 -14%
CA
447
Cetera Advisors
Colorado
$544K +$67.2K +533 +15%
TI
448
Truepoint Inc
Ohio
$539K -$19.5K -155 -4%
FIM
449
Freedom Investment Management
Connecticut
$539K -$4.16K -33 -0.8%
MSR
450
Main Street Research
Connecticut
$531K

SJM Hedge Fund Activity: Q1 2016 in Review

712 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q1 2016, worth a combined $11.1B — down 1.1% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new SJM positions and 60 closed out — a net gain of 13 holders — while 246 added to existing stakes and 252 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $458M. The largest seller was Senator Investment Group, exiting entirely with an estimated $123M sold.

  • 712 institutional investors held J.M. Smucker (SJM) as of Q1 2016, up from 706 in Q4 2015.
  • Funds reported $11.1B of J.M. Smucker stock for Q1 2016, down 1.1% quarter-over-quarter.
  • 73 funds opened new J.M. Smucker positions in Q1 2016 and 60 closed out, a net change of +13 holders.
  • The largest J.M. Smucker buyer in Q1 2016 was Royal London Asset Management, an estimated $458M added.
  • The largest J.M. Smucker seller in Q1 2016 was Senator Investment Group, an estimated $123M sold.

Based on aggregated 13F filings for Q1 2016.