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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
FA
451
FDx Advisors
Illinois
$315K -$485K -4,192 -59%
MERSOM
452
Municipal Employees' Retirement System of Michigan
Michigan
$315K -$10.4K -90 -3%
SEC
453
Seven Eight Capital
New York
$314K +$336K +2,900 New
BEAM
454
Baker Ellis Asset Management
Washington
$301K -$29K -251 -8%
CNB
455
City National Bank
California
$299K -$25.2K -218 -7%
SCM
456
Sterling Capital Management
North Carolina
$299K
Nordea Investment Management
457
Nordea Investment Management
Sweden
$297K
DAM
458
Delta Asset Management
Tennessee
$295K
WI
459
Wedgewood Investors
Pennsylvania
$293K
Toronto Dominion Bank
460
Toronto Dominion Bank
Ontario, Canada
$292K -$14.5K -125 -4%
LWCFA
461
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$292K
NPC
462
National Planning Corporation
California
$286K +$36.8K +318 +14%
FA
463
FMA Advisory
Pennsylvania
$284K +$304K +2,623 New
RMCM
464
Reynders McVeigh Capital Management
Massachusetts
$280K
SWK
465
Stephen W. Kidder
$276K -$50.3K -435 -15%
BWAM
466
Boyd Watterson Asset Management
Ohio
$275K
CS
467
Candriam SCA
Luxembourg
$275K +$55.1K +476 +23%
HAIM
468
Hunter Associates Investment Management
Pennsylvania
$272K
PA
469
Profund Advisors
Maryland
$270K -$86.2K -745 -23%
Federated Hermes
470
Federated Hermes
Pennsylvania
$269K -$105K -908 -27%
RIM
471
Regent Investment Management
Kentucky
$265K -$60.8K -525 -18%
CT
472
Cambridge Trust
Massachusetts
$264K +$9.26K +80 +3%
MCM
473
Murphy Capital Management
New Jersey
$260K -$40.5K -350 -13%
LGC
474
Laurel Grove Capital
California
$260K
CC
475
ClearArc Capital
Ohio
$260K +$22.7K +196 +9%

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.