We are live on ! Find out more
SJM icon

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
ETC
451
Exchange Traded Concepts
Oklahoma
$651K +$46.1K +338 +8%
AAS
452
Avantax Advisory Services
Texas
$647K -$45.8K -336 -7%
BCM
453
Becker Capital Management
Oregon
$644K
SFA
454
Sequoia Financial Advisors
Ohio
$641K -$145K -1,067 -19%
Brown Advisory
455
Brown Advisory
Maryland
$640K -$20.6K -151 -3%
SMC
456
Smith, Moore & Co
Missouri
$640K -$18.1K -133 -3%
GWM
457
Geneos Wealth Management
Colorado
$637K -$242K -1,778 -28%
TCOV
458
Trust Company of Vermont
Vermont
$636K +$6.4K +47 +1%
BCM
459
Bayesian Capital Management
New York
$632K +$150K +1,100 +31%
JFGIW
460
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$625K -$144K -1,059 -20%
SWP
461
Stratos Wealth Partners
Ohio
$618K +$10.8K +79 +2%
CAM
462
Congress Asset Management
Massachusetts
$607K
BFG
463
Beacon Financial Group
Texas
$600K
PAM
464
Palisade Asset Management
Minnesota
$590K +$115K +845 +24%
SW
465
SVB Wealth
Massachusetts
$587K +$187K +1,372 +47%
IA
466
IFP Advisors
Florida
$580K +$44.4K +326 +7%
ESCM
467
Echo Street Capital Management
New York
$578K +$573K +4,204 New
PCA
468
Peddock Capital Advisors
Massachusetts
$557K +$25.2K +185 +5%
FRM
469
Fox Run Management
Connecticut
$553K +$281K +2,060 +105%
FL
470
Fort LP
Maryland
$551K -$378K -2,774 -41%
NMIMC
471
Northwestern Mutual Investment Management Company
Wisconsin
$544K -$51.4K -377 -9%
PP
472
Prudential plc
United Kingdom
$538K +$47.7K +350 +10%
DP
473
Dearborn Partners
Illinois
$537K +$409 +3 +0.1%
SRC
474
Shufro Rose & Co
New York
$536K +$5.18K +38 +1%
Bessemer Group
475
Bessemer Group
New Jersey
$533K +$34.1K +250 +7%

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.