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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
TI
476
Truepoint Inc
Ohio
$349K +$341K +3,060 New
LKIM
477
Lawson Kroeker Investment Management
Nebraska
$344K -$263K -2,355 -44%
SAS
478
Spectrum Advisory Services
Georgia
$344K
ST
479
Smithfield Trust
Pennsylvania
$342K
ABP
480
Arthur B. Page
$336K
CS
481
Candriam SCA
Luxembourg
$334K +$43.5K +390 +15%
AA
482
Ancora Advisors
Ohio
$332K -$6.69K -60 -2%
CFA
483
CT Financial Advisors
Pennsylvania
$329K -$18.4K -165 -5%
Twin Tree Management
484
Twin Tree Management
Texas
$327K +$315K +2,821 +6,717%
NB
485
NBT Bank
New York
$326K -$30.7K -275 -9%
Macquarie Group
486
Macquarie Group
Australia
$323K -$397K -3,561 -56%
FT
487
Fiduciary Trust
Massachusetts
$323K -$53.5K -480 -15%
WHI
488
William Harris Investors
Illinois
$321K +$314K +2,816 New
BEAM
489
Baker Ellis Asset Management
Washington
$320K +$3.68K +33 +1%
SCM
490
Stevens Capital Management
Pennsylvania
$320K +$313K +2,808 New
NPC
491
National Planning Corporation
California
$318K +$8.92K +80 +3%
SCM
492
Sterling Capital Management
North Carolina
$315K
Thrivent Financial for Lutherans
493
Thrivent Financial for Lutherans
Minnesota
$314K -$66.9K -600 -18%
DAM
494
Delta Asset Management
Tennessee
$310K
CI
495
Conning Inc
Connecticut
$308K -$69.5K -623 -19%
WI
496
Wedgewood Investors
Pennsylvania
$308K
SS
497
Simplicity Solutions
Minnesota
$307K +$60.2K +540 +25%
HVIA
498
Hudson Valley Investment Advisors
New York
$302K +$295K +2,650 New
GA
499
Geneva Advisors
Illinois
$299K -$85.7K -769 -23%
RMCM
500
Reynders McVeigh Capital Management
Massachusetts
$295K

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.