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J.M. Smucker

580 hedge funds and large institutions have $7.72B invested in J.M. Smucker in 2013 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 182 increasing their positions, 217 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 37

4% more funds holding

Funds holding: 559580 (+21)

1% more capital invested

Capital invested by funds: $7.62B → $7.72B (+$94.7M)

0.04% less ownership

Funds ownership: 70.02%69.98% (-0.04%)

16% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 217

36% less call options, than puts

Call options by funds: $28.4M | Put options by funds: $44.5M

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
580
Holders Change
+21
Holders Change %
+3.76%
% of All Funds
18.81%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.1%
New
62
Increased
182
Reduced
217
Closed
37
Calls
$28.4M
Puts
$44.5M
Net Calls
-$16.2M
Net Calls Change
-$7.25M
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
501
MSI Financial Services
Massachusetts
$139K +$12.1K +112 +9%
MMG
502
Monetary Management Group
Missouri
$137K -$184K -1,700 -57%
GLI
503
Guardian Life Insurance
New York
$136K
HIM
504
Hillsdale Investment Management
Ontario, Canada
$126K -$10.8K -100 -8%
EWM
505
Evercore Wealth Management
New York
$120K
WF
506
WealthTrust Fairport
Ohio
$119K
WOC
507
West Oak Capital
California
$105K
SF
508
Synovus Financial
Georgia
$105K -$9.74K -90 -8%
AAC
509
Asset Advisors Corp
Georgia
$95K
GIS
510
Guardian Investor Services
New York
$92K
BBHC
511
Brown Brothers Harriman & Co
New York
$89K -$14.2K -131 -13%
IMS
512
Index Management Solutions
Pennsylvania
$87K +$89.4K +826 New
Fuller & Thaler Asset Management
513
Fuller & Thaler Asset Management
California
$74K -$43.3K -400 -36%
MBT
514
Monroe Bank & Trust
Michigan
$74K
1IC
515
1919 Investment Counsel
Maryland
$58K -$2.71K -25 -4%
WT
516
Whittier Trust
California
$58K
IA
517
IndexIQ Advisors
New York
$56K -$54.5K -503 -48%
SAMC
518
Shinko Asset Management Company
Japan
$53K
FHA
519
First Horizon Advisors
Tennessee
$51K +$49.4K +456 +1,520%
OSNBOA
520
Old Second National Bank of Aurora
Illinois
$50K
SIA
521
SeaBridge Investment Advisors
New Jersey
$48K
ACM
522
Axel Capital Management
New York
$42K
PFS
523
Penseco Financial Services
Pennsylvania
$42K
GGPS
524
Gary Goldberg Planning Services
New York
$42K +$108 +1 +0.2%
NC
525
NewSquare Capital
Pennsylvania
$42K +$43.3K +400 New

SJM Hedge Fund Activity: Q3 2013 in Review

580 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q3 2013, worth a combined $7.72B — up 1.2% from $7.62B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new SJM positions and 37 closed out — a net gain of 25 holders — while 182 added to existing stakes and 217 trimmed.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $100M. The largest seller was Massachusetts Financial Services, cutting an estimated $133M.

  • 580 institutional investors held J.M. Smucker (SJM) as of Q3 2013, up from 559 in Q2 2013.
  • Funds reported $7.72B of J.M. Smucker stock for Q3 2013, up 1.2% quarter-over-quarter.
  • 62 funds opened new J.M. Smucker positions in Q3 2013 and 37 closed out, a net change of +25 holders.
  • The largest J.M. Smucker buyer in Q3 2013 was Adage Capital Partners, an estimated $100M added.
  • The largest J.M. Smucker seller in Q3 2013 was Massachusetts Financial Services, an estimated $133M sold.

Based on aggregated 13F filings for Q3 2013.