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J.M. Smucker

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: 610 (+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: 861881 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
PNC
501
Park National Corp
Ohio
$456K
BAM
502
Brave Asset Management
New Jersey
$453K
CIM
503
Contravisory Investment Management
Massachusetts
$447K
JF
504
Jump Financial
Illinois
$446K -$89.1K -654 -17%
Fisher Asset Management
505
Fisher Asset Management
Washington
$444K -$35.8K -263 -8%
WB
506
WesBanco Bank
West Virginia
$441K -$75.8K -556 -15%
SHFA
507
SS&H Financial Advisors
Michigan
$440K
SC
508
SRB Corp
Massachusetts
$440K +$436K +3,200 New
HI
509
Humankind Investments
New York
$439K +$34.3K +252 +9%
CPIA
510
Cornell Pochily Investment Advisors
New York
$437K
NA
511
NewEdge Advisors
Louisiana
$437K +$138K +1,013 +47%
VCA
512
Verdence Capital Advisors
Maryland
$434K -$464K -3,403 -52%
KLCM
513
KG&L Capital Management
Louisiana
$433K
DBRC
514
D.B. Root & Company
Pennsylvania
$429K -$7.09K -52 -2%
RWA
515
Rainsberger Wealth Advisors
Colorado
$427K +$4.09K +30 +1%
MCC
516
Money Concepts Capital
Florida
$427K +$11.9K +87 +3%
S
517
SignatureFD
Georgia
$427K +$59.8K +439 +16%
RGC
518
Roberts, Glore & Co
Illinois
$425K -$44.3K -325 -10%
RFC
519
Regions Financial Corp
Alabama
$422K -$6K -44 -1%
CDH
520
Charles D. Hyman
$419K
SS
521
Simplicity Solutions
Minnesota
$414K +$9.81K +72 +2%
AAM
522
Autus Asset Management
Arizona
$412K
KCM
523
Kanawha Capital Management
Virginia
$412K
Rafferty Asset Management
524
Rafferty Asset Management
New York
$410K +$406K +2,983 New
RGF
525
Retirement Guys Formula
Ohio
$408K +$65.1K +478 +19%

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.