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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
LWCFA
501
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$292K
SWK
502
Stephen W. Kidder
$291K
BWAM
503
Boyd Watterson Asset Management
Ohio
$290K
HAIM
504
Hunter Associates Investment Management
Pennsylvania
$287K
RIM
505
Regent Investment Management
Kentucky
$286K +$6.69K +60 +2%
CC
506
ClearArc Capital
Ohio
$286K +$12.3K +110 +5%
Mariner
507
Mariner
Kansas
$282K -$218K -1,955 -44%
CNB
508
City National Bank
California
$277K -$36.6K -328 -12%
SEC
509
Seven Eight Capital
New York
$274K -$55.8K -500 -17%
LGC
510
Laurel Grove Capital
California
$274K
CT
511
Cambridge Trust
Massachusetts
$272K -$5.58K -50 -2%
BUB
512
BBVA USA Bancshares
Texas
$269K -$232K -2,085 -47%
NSIM
513
North Star Investment Management
Illinois
$268K
P
514
Pitcairn
Pennsylvania
$264K -$7.8K -70 -3%
CCC
515
Chelsea Counsel Company
California
$262K +$7.47K +67 +3%
PA
516
Profund Advisors
Maryland
$256K -$27.3K -245 -10%
HPC
517
HM Payson & Co
Maine
$255K -$93.7K -840 -27%
BRWA
518
B. Riley Wealth Advisors
Florida
$255K +$248K +2,227 New
SC
519
Saybrook Capital
North Carolina
$251K
CI
520
Constellation Investments
Ohio
$251K +$11.2K +100 +5%
SRSA
521
S.R. Schill & Associates
Washington
$249K +$20.9K +187 +9%
TCOO
522
Trust Company of Oklahoma
Oklahoma
$247K -$98.7K -885 -29%
SGH
523
Schonfeld Group Holdings
New York
$246K +$240K +2,154 New
FNBT
524
FineMark National Bank & Trust
Florida
$245K -$2.01K -18 -0.8%
SAC
525
Smith Affiliated Capital
New York
$243K

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.