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J.M. Smucker

677 hedge funds and large institutions have $10.3B invested in J.M. Smucker in 2015 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 249 increasing their positions, 186 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 39

100% more funds holding in top 10

Funds holding in top 10: 1020 (+10)

38% more call options, than puts

Call options by funds: $33.6M | Put options by funds: $24.3M

34% more repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 186

7% more capital invested

Capital invested by funds: $9.63B → $10.3B (+$703M)

7% more funds holding

Funds holding: 633677 (+44)

1.68% more ownership

Funds ownership: 74.27%75.95% (+1.7%)

Holders
677
Holders Change
+44
Holders Change %
+6.95%
% of All Funds
18.9%
Holding in Top 10
20
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+100%
% of All Funds
0.56%
New
89
Increased
249
Reduced
186
Closed
39
Calls
$33.6M
Puts
$24.3M
Net Calls
+$9.28M
Net Calls Change
+$28M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
26
Invesco
Georgia
$107M +$3.94M +35,296 +4%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$95M +$4.89M +43,814 +6%
BG
28
Bahl & Gaynor
Ohio
$93.4M +$1.09M +9,736 +1%
CP
29
Coho Partners
Pennsylvania
$92.4M +$8.73M +78,288 +11%
PI
30
Putnam Investments
Massachusetts
$86.7M +$8.88M +79,604 +12%
MIH
31
Madison Investment Holdings
Wisconsin
$82M +$21.9M +196,512 +38%
Bessemer Group
32
Bessemer Group
New Jersey
$79.1M +$77.1M +691,338 +42,649%
Morgan Stanley
33
Morgan Stanley
New York
$78M +$39M +349,452 +105%
CIP
34
Champlain Investment Partners
Vermont
$74.8M +$5.52M +49,540 +8%
Lazard Asset Management
35
Lazard Asset Management
New York
$73.6M +$304K +2,723 +0.4%
Millennium Management
36
Millennium Management
New York
$73.3M +$69.1M +619,844 +2,743%
Capital Research Global Investors
37
Capital Research Global Investors
California
$68.5M
PIM
38
Perkins Investment Management
Illinois
$67.7M -$4.83M -43,317 -7%
CS
39
Credit Suisse
Switzerland
$65.2M +$15.8M +141,482 +33%
FWIA
40
Fort Washington Investment Advisors
Ohio
$62.9M +$1.18M +10,579 +2%
PPA
41
Parametric Portfolio Associates
Washington
$62.3M +$30.4M +273,058 +100%
SC
42
Samlyn Capital
New York
$55.1M +$53.9M +483,300 New
SIA
43
Sit Investment Associates
Minnesota
$51.4M +$21.4M +192,050 +74%
Legal & General Group
44
Legal & General Group
United Kingdom
$51.3M +$4.14M +37,137 +9%
Goldman Sachs
45
Goldman Sachs
New York
$49.4M -$19.3M -173,152 -29%
Swiss National Bank
46
Swiss National Bank
Switzerland
$48.8M +$7.01M +62,900 +17%
DC
47
Davenport & Co
Virginia
$48.7M +$239K +2,145 +0.5%
MHI
48
Miller Howard Investments
New York
$47M +$46M +412,131 New
Victory Capital Management
49
Victory Capital Management
Texas
$44.2M +$7.46M +66,932 +21%
CRM
50
Cramer Rosenthal McGlynn
Connecticut
$43.5M +$95.9K +860 +0.2%

SJM Hedge Fund Activity: Q3 2015 in Review

677 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q3 2015, worth a combined $10.3B — up 7.3% from $9.63B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new SJM positions and 39 closed out — a net gain of 50 holders — while 249 added to existing stakes and 186 trimmed.

The largest buyer was Sculptor Capital, opening a new position worth an estimated $308M. The largest seller was Kohlberg Kravis Roberts & Co, exiting entirely with an estimated $1.03B sold.

  • 677 institutional investors held J.M. Smucker (SJM) as of Q3 2015, up from 633 in Q2 2015.
  • Funds reported $10.3B of J.M. Smucker stock for Q3 2015, up 7.3% quarter-over-quarter.
  • 89 funds opened new J.M. Smucker positions in Q3 2015 and 39 closed out, a net change of +50 holders.
  • The largest J.M. Smucker buyer in Q3 2015 was Sculptor Capital, an estimated $308M added.
  • The largest J.M. Smucker seller in Q3 2015 was Kohlberg Kravis Roberts & Co, an estimated $1.03B sold.

Based on aggregated 13F filings for Q3 2015.