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J.M. Smucker
SJM

881 hedge funds and large institutions have $11.8B invested in J.M. Smucker in 2022 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 283 increasing their positions, 305 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 6 → 10 (+4)

43% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 65

7% more capital invested

Capital invested by funds: $11B → $11.8B (+$756M)

2% more funds holding

Funds holding: 861 → 881 (+20)

0.37% less ownership

Funds ownership: 80.97% → 80.6% (-0.37%)

7% less repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 305

29% less call options, than puts

Call options by funds: $67.7M | Put options by funds: $94.8M

Holders
881
Holders Change
+20
Holders Change %
+2.32%
% of All Funds
15.18%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.17%
New
93
Increased
283
Reduced
305
Closed
65
Calls
$67.7M
Puts
$94.8M
Net Calls
-$27.1M
Net Calls Change
-$21M

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$176M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$85.4M
3
Millennium Management
Millennium Management
New York
+$60.7M
4
American Century Companies
American Century Companies
Missouri
+$52.9M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$41.6M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$96.5M
2
Victory Capital Management
Victory Capital Management
Texas
-$48.4M
3
AI
Ariel Investments
Illinois
-$37.5M
4
BlackRock
BlackRock
New York
-$34.4M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$30.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
476
Romano Brothers & Co
Illinois
$531K +$527K +3,864 New
FHB
477
First Hawaiian Bank
Hawaii
$525K -$29.6K -217 -5%
KRSITF
478
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$525K +$15.5K +114 +3%
BPA
479
Beacon Pointe Advisors
California
$516K +$44.7K +328 +10%
WSC
480
Wellington Shields & Co
New York
$515K +$511K +3,750 New
SAM
481
S.A. Mason
Michigan
$512K – – –
PFS
482
Physicians Financial Services
North Carolina
$510K -$15.7K -115 -3%
ECM
483
Everence Capital Management
Indiana
$510K – – –
TFF
484
The Family Firm
Maryland
$509K +$681 +5 +0.1%
ISWM
485
Independent Solutions Wealth Management
New York
$507K – – –
MA
486
Mutual Advisors
Nebraska
$506K +$190K +1,396 +61%
BIM
487
Bridgecreek Investment Management
Oklahoma
$502K – – –
CCA
488
Conestoga Capital Advisors
Pennsylvania
$501K – – –
CHJWM
489
Carlton Hofferkamp & Jenks Wealth Management
Texas
$493K – – –
JAG
490
Journey Advisory Group
Kentucky
$489K +$136 +1 +0%
MSR
491
Main Street Research
Connecticut
$486K -$409 -3 -0.1%
ISL
492
Ingalls & Snyder LLC
New York
$483K – – –
NEI
493
Northwest & Ethical Investments
Ontario, Canada
$479K – – –
IIA
494
ICW Investment Advisors
Arizona
$474K +$3.27K +24 +0.7%
CWM
495
Cordatus Wealth Management
Pennsylvania
$474K +$17.3K +127 +4%
Impax Asset Management Group
496
Impax Asset Management Group
United Kingdom
$470K -$1.39M -10,168 -75%
CFA
497
Compass Financial Advisors
Indiana
$465K -$273 -2 -0.1%
KA
498
Kintegral Advisory
New York
$464K – – –
PI
499
PGGM Investments
Netherlands
$462K +$458K +3,362 New
ACIM
500
Azimuth Capital Investment Management
Michigan
$457K -$13.6K -100 -3%
18 19
20
21 22

SJM Hedge Fund Activity: Q3 2022 in Review

881 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q3 2022, worth a combined $11.8B — up 6.9% from $11B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new SJM positions and 65 closed out — a net gain of 28 holders — while 283 added to existing stakes and 305 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $176M. The largest seller was Invesco, cutting an estimated $96.5M.

  • 881 institutional investors held J.M. Smucker (SJM) as of Q3 2022, up from 861 in Q2 2022.
  • Funds reported $11.8B of J.M. Smucker stock for Q3 2022, up 6.9% quarter-over-quarter.
  • 93 funds opened new J.M. Smucker positions in Q3 2022 and 65 closed out, a net change of +28 holders.
  • The largest J.M. Smucker buyer in Q3 2022 was Citadel Advisors, an estimated $176M added.
  • The largest J.M. Smucker seller in Q3 2022 was Invesco, an estimated $96.5M sold.

Based on aggregated 13F filings for Q3 2022.