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J.M. Smucker

859 hedge funds and large institutions have $11.9B invested in J.M. Smucker in 2022 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 285 increasing their positions, 320 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $50.4M | Put options by funds: $43.7M

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

3% less capital invested

Capital invested by funds: $12.3B → $11.9B (-$405M)

2.75% less ownership

Funds ownership: 83.74%80.99% (-2.7%)

4% less funds holding

Funds holding: 893859 (-34)

11% less repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 320

23% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 95

Holders
859
Holders Change
-34
Holders Change %
-3.81%
% of All Funds
13.55%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
73
Increased
285
Reduced
320
Closed
95
Calls
$50.4M
Puts
$43.7M
Net Calls
+$6.77M
Net Calls Change
-$15.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$86.5M -$5.46M -40,026 -6%
First Trust Advisors
27
First Trust Advisors
Illinois
$85.7M -$946K -6,940 -1%
Allspring Global Investments
28
Allspring Global Investments
North Carolina
$83.2M +$2.38M +17,487 +3%
Robeco Institutional Asset Management
29
Robeco Institutional Asset Management
Netherlands
$70.5M -$8.27M -60,662 -10%
Balyasny Asset Management
30
Balyasny Asset Management
Illinois
$69.9M +$22.4M +164,344 +47%
AQR Capital Management
31
AQR Capital Management
Connecticut
$69.2M -$18.5M -135,427 -21%
APG Asset Management
32
APG Asset Management
Netherlands
$67.3M -$2.94M -21,600 -4%
Swiss National Bank
33
Swiss National Bank
Switzerland
$63.6M +$7.84M +57,500 +14%
TIA
34
Tandem Investment Advisors
South Carolina
$62.2M +$4.76M +34,946 +8%
Victory Capital Management
35
Victory Capital Management
Texas
$58.8M +$16.5M +120,758 +39%
JP Morgan Chase
36
JP Morgan Chase
New York
$55.6M -$2.47M -18,086 -4%
TD Asset Management
37
TD Asset Management
Ontario, Canada
$52.3M +$29.4K +216 +0.1%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$51.2M -$116K -850 -0.2%
Fidelity Investments
39
Fidelity Investments
Massachusetts
$47.8M +$2.07M +15,189 +4%
Ameriprise
40
Ameriprise
Minnesota
$47.4M -$1.13M -8,283 -2%
Allianz Asset Management
41
Allianz Asset Management
Germany
$46M +$754K +5,531 +2%
T
42
TOBAM
France
$44.9M -$5.26M -38,586 -10%
Amundi
43
Amundi
France
$43.6M -$5.35M -39,269 -11%
OSAM
44
O'Shaughnessy Asset Management
Connecticut
$42.6M +$990K +7,261 +2%
DekaBank Deutsche Girozentrale
45
DekaBank Deutsche Girozentrale
Germany
$42.2M +$1.82M +13,380 +4%
RJA
46
Raymond James & Associates
Florida
$40.8M +$1.02M +7,468 +3%
Norges Bank
47
Norges Bank
Norway
$40.5M -$13.4M -98,486 -25%
RPI
48
Railway Pension Investments
United Kingdom
$37.9M
BA
49
Bridgewater Associates
Connecticut
$37.4M +$9.04M +66,307 +32%
Citadel Advisors
50
Citadel Advisors
Florida
$37.3M +$21.4M +157,122 +133%

SJM Hedge Fund Activity: Q1 2022 in Review

859 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q1 2022, worth a combined $11.9B — down 3.3% from $12.3B a quarter earlier.

Sellers outnumbered buyers: 95 funds closed out of SJM and 73 opened new positions — a net loss of 22 holders — while 320 trimmed existing stakes and 285 added.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $28.7M. The largest seller was LSV Asset Management, cutting an estimated $79.3M.

  • 859 institutional investors held J.M. Smucker (SJM) as of Q1 2022, down from 893 in Q4 2021.
  • Funds reported $11.9B of J.M. Smucker stock for Q1 2022, down 3.3% quarter-over-quarter.
  • 73 funds opened new J.M. Smucker positions in Q1 2022 and 95 closed out, a net change of -22 holders.
  • The largest J.M. Smucker buyer in Q1 2022 was Carson Wealth (CWM LLC), an estimated $28.7M added.
  • The largest J.M. Smucker seller in Q1 2022 was LSV Asset Management, an estimated $79.3M sold.

Based on aggregated 13F filings for Q1 2022.