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J.M. Smucker

580 hedge funds and large institutions have $7.72B invested in J.M. Smucker in 2013 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 182 increasing their positions, 217 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 37

4% more funds holding

Funds holding: 559580 (+21)

1% more capital invested

Capital invested by funds: $7.62B → $7.72B (+$94.7M)

0.04% less ownership

Funds ownership: 70.02%69.98% (-0.04%)

16% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 217

36% less call options, than puts

Call options by funds: $28.4M | Put options by funds: $44.5M

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
580
Holders Change
+21
Holders Change %
+3.76%
% of All Funds
18.81%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.1%
New
62
Increased
182
Reduced
217
Closed
37
Calls
$28.4M
Puts
$44.5M
Net Calls
-$16.2M
Net Calls Change
-$7.25M
Name Holding Trade Value Shares
Change
Change in
Stake
ZDA
451
Zweig-DiMenna Associates
New York
$252K +$260K +2,400 New
AA
452
Ancora Advisors
Ohio
$249K -$37.9K -350 -13%
BP
453
Banyan Partners
Florida
$249K +$256K +2,367 New
NSIM
454
North Star Investment Management
Illinois
$247K
CAN
455
Cetera Advisor Networks
California
$244K +$24.1K +223 +11%
HPC
456
HM Payson & Co
Maine
$244K +$27.1K +250 +12%
AFC
457
AFT Forsyth & Company
Florida
$242K
RNS
458
Robert N. Shapiro
$242K
AL
459
Airain Ltd
Guernsey
$241K +$248K +2,290 New
CDH
460
Charles D. Hyman
$239K
SC
461
SouthState Corp
Florida
$237K +$244K +2,250 New
CTA
462
Colonial Trust Advisors
South Carolina
$236K
Verition Fund Management
463
Verition Fund Management
Connecticut
$236K +$244K +2,249 New
CCC
464
Chelsea Counsel Company
California
$234K
AIP
465
Ameritas Investment Partners
Nebraska
$234K +$241K +2,225 New
WI
466
Wedgewood Investors
Pennsylvania
$231K +$10.8K +100 +5%
GCT
467
Galaxy Capital Trading
British Virgin Islands
$231K +$238K +2,200 New
WA
468
Whitebox Advisors
Minnesota
$231K +$238K +2,200 New
MSS
469
Mitchell Sinkler & Starr
Pennsylvania
$228K -$6.28M -57,991 -96%
Truist Financial
470
Truist Financial
North Carolina
$228K +$235K +2,167 New
KFS
471
KMS Financial Services
Washington
$226K +$233K +2,154 New
WA
472
WFG Advisors
Texas
$225K +$5.85K +54 +3%
OI
473
Oakbrook Investments
Illinois
$218K -$16.2K -150 -7%
ST
474
Smithfield Trust
Pennsylvania
$218K
CC
475
ClearArc Capital
Ohio
$213K -$3.68K -34 -2%

SJM Hedge Fund Activity: Q3 2013 in Review

580 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q3 2013, worth a combined $7.72B — up 1.2% from $7.62B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new SJM positions and 37 closed out — a net gain of 25 holders — while 182 added to existing stakes and 217 trimmed.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $100M. The largest seller was Massachusetts Financial Services, cutting an estimated $133M.

  • 580 institutional investors held J.M. Smucker (SJM) as of Q3 2013, up from 559 in Q2 2013.
  • Funds reported $7.72B of J.M. Smucker stock for Q3 2013, up 1.2% quarter-over-quarter.
  • 62 funds opened new J.M. Smucker positions in Q3 2013 and 37 closed out, a net change of +25 holders.
  • The largest J.M. Smucker buyer in Q3 2013 was Adage Capital Partners, an estimated $100M added.
  • The largest J.M. Smucker seller in Q3 2013 was Massachusetts Financial Services, an estimated $133M sold.

Based on aggregated 13F filings for Q3 2013.