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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
FAM
526
Formidable Asset Management
Ohio
$41K +$41.9K +387 New
RIA
527
Regal Investment Advisors
Michigan
$38K +$8.66K +80 +28%
HCM
528
Highlander Capital Management
New Jersey
$32.8K +$217 +2 +0.6%
MAM
529
Mizuho Asset Management
Japan
$32K
PMFA
530
Plante Moran Financial Advisors
Michigan
$32K
EFSCE
531
Enterprise Financial Services Corp (EFSC)
Missouri
$31K +$758 +7 +2%
FMT
532
First Mercantile Trust
Tennessee
$30K -$975 -9 -3%
AA
533
AlphaMark Advisors
Kentucky
$24K -$22.8K -211 -48%
KTC
534
Kistler-Tiffany Companies
Pennsylvania
$23K
EWM
535
Elite Wealth Management
Washington
$21K
CFA
536
Carroll Financial Associates
North Carolina
$19K
NES
537
New England Securities
New York
$17K +$1.3K +12 +8%
WTC
538
WhitTier Trust Company
Nevada
$16K
WA
539
WealthTrust-Arizona
Arizona
$16K +$108 +1 +0.7%
MA
540
MCF Advisors
Kentucky
$15K +$13.6K +126 +504%
PSI
541
Pinnacle Summer Investments
Virginia
$14K
PTC
542
Private Trust Company
Ohio
$13K -$17.5K -162 -58%
PAS
543
Partnervest Advisory Services
California
$13K -$650 -6 -5%
Manulife (Manufacturers Life Insurance)
544
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.1K +$263K +2,427 +2%
ARMC
545
American Research & Management Company
Massachusetts
$12K
FBT
546
Founders Bank & Trust
Michigan
$12K
M
547
MOTCO
Texas
$12K
HDIM
548
Hanson & Doremus Investment Management
Vermont
$12K +$12.6K +116 New
NCM
549
Nelson Capital Management
California
$11K -$21.7K -200 -67%
HR
550
Howe & Rusling
New York
$11K -$975 -9 -8%

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.