We are live on ! Find out more
SJM icon

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
LWCFA
501
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$362K +$12.4K +98 +4%
NPC
502
National Planning Corporation
California
$361K -$162K -1,282 -31%
MAM
503
Meeder Asset Management
Ohio
$360K +$349K +2,770 New
FT
504
Fiduciary Trust
Massachusetts
$357K -$10.3K -82 -3%
PAM
505
Private Asset Management
California
$352K
WI
506
Wedgewood Investors
Pennsylvania
$351K
CI
507
Constellation Investments
Ohio
$351K +$12.6K +100 +4%
F
508
Filament
Washington
$347K -$31.5K -250 -9%
Mariner
509
Mariner
Kansas
$336K +$14.7K +117 +5%
MSV
510
MN Services Vermogensbeheer
Netherlands
$334K +$370K +2,933 New
GA
511
Geneva Advisors
Illinois
$330K -$8.7K -69 -3%
BWAM
512
Boyd Watterson Asset Management
Ohio
$330K
SCM
513
Shelton Capital Management
Colorado
$328K +$318K +2,523 New
SAMC
514
Shinko Asset Management Company
Japan
$327K -$126K -1,000 -28%
IHL
515
Investment House LLC
California
$325K +$50.4K +400 +19%
DWM
516
Dorchester Wealth Management
Quebec, Canada
$317K
RIM
517
Regent Investment Management
Kentucky
$316K -$2.52K -20 -0.8%
PP
518
Patten & Patten
Tennessee
$314K +$305K +2,422 New
P
519
Pitcairn
Pennsylvania
$313K -$5.67K -45 -2%
CT
520
Cambridge Trust
Massachusetts
$308K -$1.26K -10 -0.4%
CDH
521
Charles D. Hyman
$306K +$37.8K +300 +15%
IH
522
IFC Holdings
Florida
$305K -$101K -803 -26%
NSIM
523
North Star Investment Management
Illinois
$305K
W
524
Wealthfront
California
$305K +$296K +2,347 New
SPC
525
Sigma Planning Corp
Michigan
$303K +$294K +2,331 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.