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J.M. Smucker
SJM

597 hedge funds and large institutions have $6.91B invested in J.M. Smucker in 2014 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 208 increasing their positions, 205 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 205

0.46% less ownership

Funds ownership: 68.97% → 68.5% (-0.46%)

8% less call options, than puts

Call options by funds: $20.4M | Put options by funds: $22.1M

2% less funds holding

Funds holding: 609 → 597 (-12)

8% less capital invested

Capital invested by funds: $7.49B → $6.91B (-$573M)

15% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 55

50% less funds holding in top 10

Funds holding in top 10: 6 → 3 (-3)

Holders
597
Holders Change
-12
Holders Change %
-1.97%
% of All Funds
17.32%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
47
Increased
208
Reduced
205
Closed
55
Calls
$20.4M
Puts
$22.1M
Net Calls
-$1.76M
Net Calls Change
-$7.24M

Top Buyers

1
WHG
Westwood Holdings Group
Texas
+$48.4M
2
American Century Companies
American Century Companies
Missouri
+$37.4M
3
SIA
Sit Investment Associates
Minnesota
+$35.9M
4
SI
Scout Investments
Missouri
+$33.8M
5
AI
Ariel Investments
Illinois
+$27.1M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$88.6M
2
Fidelity International
Fidelity International
Bermuda
-$64.9M
3
JHIU
Janus Henderson Investors US
Colorado
-$48.4M
4
CC
Carlson Capital
Texas
-$43.2M
5
WG
Winton Group
United Kingdom
-$21.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Capital Research Global Investors
26
Capital Research Global Investors
California
$59.4M – – –
CIP
27
Champlain Investment Partners
Vermont
$57M -$94.9K -925 -0.2%
APG Asset Management
28
APG Asset Management
Netherlands
$55.1M +$1.61M +15,694 +3%
First Trust Advisors
29
First Trust Advisors
Illinois
$52.1M +$10.1M +98,784 +23%
Victory Capital Management
30
Victory Capital Management
Texas
$49M +$8.56M +83,400 +20%
MAMU
31
Marathon Asset Management (UK)
United Kingdom
$47M +$5.51M +53,731 +13%
Invesco
32
Invesco
Georgia
$46.3M -$6.48M -63,167 -12%
Legal & General Group
33
Legal & General Group
United Kingdom
$46.1M +$1.06M +10,372 +2%
Renaissance Technologies
34
Renaissance Technologies
New York
$46M +$21.5M +209,300 +82%
Allianz Asset Management
35
Allianz Asset Management
Germany
$45.4M -$8.98M -87,553 -16%
FWIA
36
Fort Washington Investment Advisors
Ohio
$43.3M +$22.9M +222,920 +104%
CS
37
Credit Suisse
Switzerland
$43.2M +$4.12M +40,149 +10%
UBS AM
38
UBS AM
Illinois
$42.6M -$7.58M -73,917 -15%
JIC
39
Johnson Investment Counsel
Ohio
$42M +$1.93M +18,790 +5%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$36.9M +$4.22M +41,103 +12%
Deutsche Bank
41
Deutsche Bank
Germany
$36.8M +$15.5M +151,532 +69%
Goldman Sachs
42
Goldman Sachs
New York
$35.4M +$3.18M +31,008 +10%
GC
43
Guggenheim Capital
Illinois
$35.3M +$38.4K +374 +0.1%
SIA
44
Sit Investment Associates
Minnesota
$34.7M +$35.9M +350,150 New
Swiss National Bank
45
Swiss National Bank
Switzerland
$33.4M -$575K -5,600 -2%
SI
46
Scout Investments
Missouri
$32.6M +$33.8M +329,082 New
HEIP
47
Hudson Edge Investment Partners
New Jersey
$31.7M -$19.5M -190,083 -37%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$31.6M -$7.55M -73,600 -19%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$30.9M +$114K +1,115 +0.4%
SBH
50
Segall Bryant & Hamill
Illinois
$30.7M -$167K -1,623 -0.5%
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SJM Hedge Fund Activity: Q3 2014 in Review

597 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q3 2014, worth a combined $6.91B — down 7.7% from $7.49B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of SJM and 47 opened new positions — a net loss of 8 holders — while 205 trimmed existing stakes and 208 added.

The largest buyer was Westwood Holdings Group, adding an estimated $48.4M. The largest seller was Norges Bank, cutting an estimated $88.6M.

  • 597 institutional investors held J.M. Smucker (SJM) as of Q3 2014, down from 609 in Q2 2014.
  • Funds reported $6.91B of J.M. Smucker stock for Q3 2014, down 7.7% quarter-over-quarter.
  • 47 funds opened new J.M. Smucker positions in Q3 2014 and 55 closed out, a net change of -8 holders.
  • The largest J.M. Smucker buyer in Q3 2014 was Westwood Holdings Group, an estimated $48.4M added.
  • The largest J.M. Smucker seller in Q3 2014 was Norges Bank, an estimated $88.6M sold.

Based on aggregated 13F filings for Q3 2014.