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J.M. Smucker
SJM

597 hedge funds and large institutions have $6.91B invested in J.M. Smucker in 2014 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 208 increasing their positions, 205 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 205

0.46% less ownership

Funds ownership: 68.97% → 68.5% (-0.46%)

8% less call options, than puts

Call options by funds: $20.4M | Put options by funds: $22.1M

2% less funds holding

Funds holding: 609 → 597 (-12)

8% less capital invested

Capital invested by funds: $7.49B → $6.91B (-$573M)

15% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 55

50% less funds holding in top 10

Funds holding in top 10: 6 → 3 (-3)

Holders
597
Holders Change
-12
Holders Change %
-1.97%
% of All Funds
17.32%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
47
Increased
208
Reduced
205
Closed
55
Calls
$20.4M
Puts
$22.1M
Net Calls
-$1.76M
Net Calls Change
-$7.24M

Top Buyers

1
WHG
Westwood Holdings Group
Texas
+$48.4M
2
American Century Companies
American Century Companies
Missouri
+$37.4M
3
SIA
Sit Investment Associates
Minnesota
+$35.9M
4
SI
Scout Investments
Missouri
+$33.8M
5
AI
Ariel Investments
Illinois
+$27.1M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$88.6M
2
Fidelity International
Fidelity International
Bermuda
-$64.9M
3
JHIU
Janus Henderson Investors US
Colorado
-$48.4M
4
CC
Carlson Capital
Texas
-$43.2M
5
WG
Winton Group
United Kingdom
-$21.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
501
MSI Financial Services
Massachusetts
$111K -$308 -3 -0.3%
ACM
502
Axel Capital Management
New York
$109K +$30.8K +300 +38%
Lazard Asset Management
503
Lazard Asset Management
New York
$108K – – –
MA
504
MUFG Americas
New York
$104K -$57.2K -557 -35%
WOC
505
West Oak Capital
California
$99K – – –
ATC
506
Adirondack Trust Company
New York
$94K +$97.6K +951 New
ARMT
507
Amica Retiree Medical Trust
Rhode Island
$89K – – –
MMG
508
Monetary Management Group
Missouri
$84K – – –
GIS
509
Guardian Investor Services
New York
$72K -$6.67K -65 -8%
AAC
510
Asset Advisors Corp
Georgia
$69K – – –
CAL
511
Capital Analysts LLC
Pennsylvania
$68.5K +$33.2K +324 +88%
PSUF
512
People's United Financial
Connecticut
$64K – – –
SAC
513
Smith Affiliated Capital
New York
$62.5K – – –
GLI
514
Guardian Life Insurance
New York
$57K -$1.44K -14 -2%
1IC
515
1919 Investment Counsel
Maryland
$57K – – –
W
516
Wealthfront
California
$56K +$11.8K +115 +26%
SF
517
Synovus Financial
Georgia
$49K -$50.9K -496 -50%
FMB
518
Field & Main Bank
Kentucky
$49K – – –
EFSCE
519
Enterprise Financial Services Corp (EFSC)
Missouri
$48K – – –
OSNBOA
520
Old Second National Bank of Aurora
Illinois
$48K – – –
FHA
521
First Horizon Advisors
Tennessee
$45K -$8.21K -80 -15%
WT
522
Whittier Trust
California
$45K – – –
FAM
523
Formidable Asset Management
Ohio
$43K +$2.98K +29 +7%
SAMC
524
Shinko Asset Management Company
Japan
$42K – – –
GCM
525
Grisanti Capital Management
New York
$40K – – –
19 20
21
22 23

SJM Hedge Fund Activity: Q3 2014 in Review

597 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q3 2014, worth a combined $6.91B — down 7.7% from $7.49B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of SJM and 47 opened new positions — a net loss of 8 holders — while 205 trimmed existing stakes and 208 added.

The largest buyer was Westwood Holdings Group, adding an estimated $48.4M. The largest seller was Norges Bank, cutting an estimated $88.6M.

  • 597 institutional investors held J.M. Smucker (SJM) as of Q3 2014, down from 609 in Q2 2014.
  • Funds reported $6.91B of J.M. Smucker stock for Q3 2014, down 7.7% quarter-over-quarter.
  • 47 funds opened new J.M. Smucker positions in Q3 2014 and 55 closed out, a net change of -8 holders.
  • The largest J.M. Smucker buyer in Q3 2014 was Westwood Holdings Group, an estimated $48.4M added.
  • The largest J.M. Smucker seller in Q3 2014 was Norges Bank, an estimated $88.6M sold.

Based on aggregated 13F filings for Q3 2014.