We are live on ! Find out more
SJM icon

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
Axa
26
Axa
France
$69.1M +$120K +1,104 +0.2%
DC
27
Davenport & Co
Virginia
$66M -$866 -8 -0%
AQR Capital Management
28
AQR Capital Management
Connecticut
$58M +$15.4M +141,904 +35%
Fidelity International
29
Fidelity International
Bermuda
$57.9M +$4.47M +41,298 +8%
Ameriprise
30
Ameriprise
Minnesota
$57.8M -$4.15M -38,311 -7%
GCM
31
Geneva Capital Management
Wisconsin
$57.3M -$24.7M -228,464 -30%
WCM
32
Winton Capital Management
United Kingdom
$53.2M -$8.64M -79,812 -14%
AI
33
Ariel Investments
Illinois
$52M -$10.1M -93,071 -16%
Legal & General Group
34
Legal & General Group
United Kingdom
$49.5M -$1.44M -13,327 -3%
Acadian Asset Management
35
Acadian Asset Management
Massachusetts
$49.4M +$3.1M +28,671 +6%
TCIM
36
TIAA CREF Investment Management
New York
$48.2M -$5.07M -46,795 -9%
GC
37
Guggenheim Capital
Illinois
$46.8M +$5.34M +49,299 +12%
SAM
38
Silvercrest Asset Management
New York
$45.7M -$783K -7,232 -2%
Renaissance Technologies
39
Renaissance Technologies
New York
$44M +$19.3M +178,500 +74%
UBS AM
40
UBS AM
Illinois
$40.2M -$95.8K -885 -0.2%
Canada Pension Plan Investment Board
41
Canada Pension Plan Investment Board
Ontario, Canada
$39.4M -$10.4M -95,718 -20%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$39.3M -$2.85M -26,350 -7%
Swiss National Bank
43
Swiss National Bank
Switzerland
$36.8M +$661K +6,100 +2%
BlackRock
44
BlackRock
New York
$36.6M +$5.79M +53,493 +18%
NFA
45
Nationwide Fund Advisors
Ohio
$36.6M +$24.1M +222,177 +176%
PAM
46
Panagora Asset Management
Massachusetts
$36.1M -$15.7M -145,201 -30%
APG Asset Management
47
APG Asset Management
Netherlands
$35M +$3.1M +28,672 +9%
UOC
48
UBS O'Connor
Illinois
$34.4M +$35.5M +327,787 New
SBH
49
Segall Bryant & Hamill
Illinois
$34M +$238K +2,198 +0.7%
RFC
50
Russell Frank Company
Washington
$32.9M -$3.17M -29,236 -9%

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.