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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
BUB
476
BBVA USA Bancshares
Texas
$413K +$62K +492 +18%
BFS
477
Bradley Foster & Sargent
Connecticut
$408K -$3.15K -25 -0.8%
MIP
478
Marietta Investment Partners
Wisconsin
$402K
ONB
479
Old National Bancorp
Indiana
$399K -$121K -960 -24%
AWA
480
ARS Wealth Advisors
Florida
$399K
GCA
481
Greenwood Capital Associates
South Carolina
$393K +$630 +5 +0.2%
LKIM
482
Lawson Kroeker Investment Management
Nebraska
$391K
AA
483
Ancora Advisors
Ohio
$389K +$10.2K +81 +3%
ST
484
Smithfield Trust
Pennsylvania
$387K -$2.52K -20 -0.7%
RGC
485
Roberts, Glore & Co
Illinois
$386K -$79.4K -630 -18%
RC
486
RegentAtlantic Capital
New Jersey
$386K -$61.9K -491 -2%
CCFCSB
487
Cape Cod Five Cents Savings Bank
Massachusetts
$385K
SAS
488
Spectrum Advisory Services
Georgia
$384K
ABP
489
Arthur B. Page
$383K
CI
490
Conning Inc
Connecticut
$382K -$227K -1,804 -38%
WSTAM
491
Wilbanks Smith & Thomas Asset Management
Virginia
$379K -$34.4K -273 -9%
CC
492
ClearArc Capital
Ohio
$377K -$3.15K -25 -0.9%
HB
493
Homrich & Berg
Georgia
$375K +$45.8K +363 +14%
CFA
494
CT Financial Advisors
Pennsylvania
$374K +$126 +1 +0%
CT
495
Coastline Trust
Rhode Island
$368K -$126K -1,000 -26%
RCAMU
496
Rothschild & Co Asset Management US
Connecticut
$368K +$105K +834 +42%
NB
497
NBT Bank
New York
$367K
AIM
498
Assured Investment Management
New York
$365K +$48.4K +384 +16%
PCMM
499
Private Capital Management (Minnesota)
Minnesota
$364K -$107K -850 -23%
IG
500
ING Group
Netherlands
$363K +$352K +2,792 New

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.