We are live on ! Find out more
SJM icon

J.M. Smucker

712 hedge funds and large institutions have $11.1B invested in J.M. Smucker in 2016 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 246 increasing their positions, 252 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $21.5M | Put options by funds: $17.4M

22% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 60

1% more funds holding

Funds holding: 706712 (+6)

0.68% more ownership

Funds ownership: 74.91%75.58% (+0.68%)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

1% less capital invested

Capital invested by funds: $11.3B → $11.1B (-$124M)

2% less repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 252

Holders
712
Holders Change
+6
Holders Change %
+0.85%
% of All Funds
18.97%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.43%
New
73
Increased
246
Reduced
252
Closed
60
Calls
$21.5M
Puts
$17.4M
Net Calls
+$4.06M
Net Calls Change
-$3.15M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$93M -$31.8M -252,547 -26%
MHI
27
Miller Howard Investments
New York
$91.2M -$5.37M -42,638 -6%
Bessemer Group
28
Bessemer Group
New Jersey
$90.8M -$11.3M -89,507 -11%
MIH
29
Madison Investment Holdings
Wisconsin
$86.7M -$1.25M -9,938 -1%
Capital Research Global Investors
30
Capital Research Global Investors
California
$77.9M
FWIA
31
Fort Washington Investment Advisors
Ohio
$73.3M +$49.8K +395 +0.1%
Swiss National Bank
32
Swiss National Bank
Switzerland
$64.5M +$12.6M +99,600 +24%
Legal & General Group
33
Legal & General Group
United Kingdom
$62.6M +$2.04M +16,215 +3%
Manulife (Manufacturers Life Insurance)
34
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$61.8M -$4.22M -33,502 -7%
PIM
35
Perkins Investment Management
Illinois
$61.4M -$15.3M -121,746 -20%
Two Sigma Advisers
36
Two Sigma Advisers
New York
$61.4M +$26.4M +209,291 +79%
CP
37
Coho Partners
Pennsylvania
$60.6M -$43.7M -346,752 -43%
GC
38
Guggenheim Capital
Illinois
$59.6M +$5.4M +42,834 +10%
Morgan Stanley
39
Morgan Stanley
New York
$57.1M -$15.1M -119,423 -21%
PPA
40
Parametric Portfolio Associates
Washington
$56.8M -$21.4M -170,170 -28%
DC
41
Davenport & Co
Virginia
$55.3M -$253K -2,005 -0.5%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$53.3M +$16.6M +132,100 +48%
TD Asset Management
43
TD Asset Management
Ontario, Canada
$50.8M +$30.7M +243,573 +165%
SIA
44
Sit Investment Associates
Minnesota
$49.4M -$12.4M -98,371 -21%
WRF
45
Waddell & Reed Financial
Kansas
$48M +$27.4M +217,768 +143%
TCIM
46
TIAA CREF Investment Management
New York
$47.7M +$10.3M +81,823 +29%
Federated Hermes
47
Federated Hermes
Pennsylvania
$47.2M -$7.51M -59,605 -14%
CIP
48
Champlain Investment Partners
Vermont
$45.9M -$37.4M -296,490 -46%
Janus Henderson Group
49
Janus Henderson Group
United Kingdom
$45.6M +$7.25M +57,509 +20%
GAM
50
Gotham Asset Management
New York
$44.6M +$527K +4,181 +1%

SJM Hedge Fund Activity: Q1 2016 in Review

712 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q1 2016, worth a combined $11.1B — down 1.1% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new SJM positions and 60 closed out — a net gain of 13 holders — while 246 added to existing stakes and 252 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $458M. The largest seller was Senator Investment Group, exiting entirely with an estimated $123M sold.

  • 712 institutional investors held J.M. Smucker (SJM) as of Q1 2016, up from 706 in Q4 2015.
  • Funds reported $11.1B of J.M. Smucker stock for Q1 2016, down 1.1% quarter-over-quarter.
  • 73 funds opened new J.M. Smucker positions in Q1 2016 and 60 closed out, a net change of +13 holders.
  • The largest J.M. Smucker buyer in Q1 2016 was Royal London Asset Management, an estimated $458M added.
  • The largest J.M. Smucker seller in Q1 2016 was Senator Investment Group, an estimated $123M sold.

Based on aggregated 13F filings for Q1 2016.