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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
American Century Companies
26
American Century Companies
Missouri
$75.1M -$28.6M -246,927 -26%
PI
27
Putnam Investments
Massachusetts
$73.8M +$69.5M +600,822 +755%
Ameriprise
28
Ameriprise
Minnesota
$70.3M -$26.9M -232,113 -26%
First Trust Advisors
29
First Trust Advisors
Illinois
$70.2M -$7.46M -64,425 -9%
Lazard Asset Management
30
Lazard Asset Management
New York
$69.7M +$10.2M +88,350 +16%
PIM
31
Perkins Investment Management
Illinois
$69.1M -$11.2M -97,003 -13%
CIP
32
Champlain Investment Partners
Vermont
$65.7M +$11.8M +102,165 +20%
Goldman Sachs
33
Goldman Sachs
New York
$65.7M -$3.28M -28,336 -4%
Capital Research Global Investors
34
Capital Research Global Investors
California
$65M
APG Asset Management
35
APG Asset Management
Netherlands
$60.5M +$2.09M +18,100 +3%
MAA
36
Managed Account Advisors
New Jersey
$59.7M +$54.7M +473,104 +608%
FWIA
37
Fort Washington Investment Advisors
Ohio
$58.6M +$7.48M +64,662 +14%
SCM
38
Sirios Capital Management
Massachusetts
$58.5M +$27.7M +239,548 +80%
MIH
39
Madison Investment Holdings
Wisconsin
$56.6M +$9.63M +83,248 +19%
EC
40
Eminence Capital
New York
$47.5M +$50.7M +438,267 New
CS
41
Credit Suisse
Switzerland
$46.6M +$2.52M +21,776 +5%
DC
42
Davenport & Co
Virginia
$46.1M -$26.4M -227,843 -35%
Legal & General Group
43
Legal & General Group
United Kingdom
$44.7M -$992K -8,574 -2%
UBS AM
44
UBS AM
Illinois
$42.7M -$1.91M -16,529 -4%
GC
45
Guggenheim Capital
Illinois
$42.3M -$1.36M -11,757 -3%
CRM
46
Cramer Rosenthal McGlynn
Connecticut
$41.2M -$6.76M -58,410 -13%
Swiss National Bank
47
Swiss National Bank
Switzerland
$39.5M -$220K -1,900 -0.5%
Deutsche Bank
48
Deutsche Bank
Germany
$39.4M +$8.75M +75,644 +26%
JIC
49
Johnson Investment Counsel
Ohio
$37.4M -$9.83M -84,978 -20%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$36.7M -$505K -4,364 -1%

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.