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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
GWM
426
Greenwich Wealth Management
Connecticut
$782K -$69.6K -511 -8%
RP
427
Rowlandmiller & Partners
Georgia
$780K
GT
428
Greenleaf Trust
Michigan
$778K +$228K +1,673 +42%
OIA
429
OneDigital Investment Advisors
Kansas
$774K -$273 -2 -0%
PWM
430
Perigon Wealth Management
California
$774K +$13.2K +97 +2%
NMERB
431
New Mexico Educational Retirement Board
New Mexico
$759K -$68.1K -500 -8%
DWA
432
Douglass Winthrop Advisors
New York
$749K -$68.1K -500 -8%
HFG
433
Heron Financial Group
New York
$734K +$4.09K +30 +0.6%
Voloridge Investment Management
434
Voloridge Investment Management
Florida
$733K -$8.89M -65,218 -92%
VanEck Associates
435
VanEck Associates
New York
$725K +$105K +772 +17%
ACM
436
AlphaCrest Capital Management
New York
$723K -$2.48M -18,232 -78%
CA
437
Clearstead Advisors
Ohio
$723K -$55.2K -405 -7%
First Manhattan
438
First Manhattan
New York
$720K
EOJOAM
439
E. Ohman J:or Asset Management
Sweden
$715K
FTDI
440
First Trust Direct Indexing
Massachusetts
$713K +$43.3K +318 +7%
MG
441
Mather Group
Illinois
$713K +$707K +5,188 New
GWM
442
GSB Wealth Management
Connecticut
$709K -$27K -198 -4%
SBH
443
Segall Bryant & Hamill
Illinois
$703K
FNFDCM
444
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$688K
TWP
445
Tempus Wealth Planning
California
$674K +$29.8K +219 +5%
HL
446
HeadInvest LLC
Maine
$660K
IA
447
IFG Advisory
Georgia
$657K
PA
448
Parallel Advisors
California
$654K +$104K +765 +19%
SIA
449
Schechter Investment Advisors
Michigan
$652K -$14.3K -105 -2%
Thrivent Financial for Lutherans
450
Thrivent Financial for Lutherans
Minnesota
$652K -$4.91K -36 -0.8%

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.