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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
NC
526
NewSquare Capital
Pennsylvania
$40K – – –
MCM
527
Manchester Capital Management
Vermont
$38K – – –
HRIA
528
Haberer Registered Investment Advisor
Ohio
$35K – – –
PMFA
529
Plante Moran Financial Advisors
Michigan
$33K -$2.36K -23 -6%
AA
530
AlphaMark Advisors
Kentucky
$32K – – –
HCM
531
Highlander Capital Management
New Jersey
$31.7K +$205 +2 +0.6%
GSC
532
Ground Swell Capital
South Carolina
$31K +$20.7K +202 +174%
MAM
533
Mizuho Asset Management
Japan
$30K – – –
WTC
534
WhitTier Trust Company
Nevada
$30K – – –
FM
535
Forward Management
California
$30K +$30.8K +300 New
PFSC
536
Peoples Financial Services Corp
Pennsylvania
$29K – – –
JIC
537
Joel Isaacson & Co
New York
$28K – – –
ARMC
538
American Research & Management Company
Massachusetts
$24K – – –
KTC
539
Kistler-Tiffany Companies
Pennsylvania
$22K +$103 +1 +0.4%
PTC
540
Private Trust Company
Ohio
$22K +$4.1K +40 +22%
EWM
541
Elite Wealth Management
Washington
$20K – – –
HF
542
Hoxton Financial
West Virginia
$20K +$205 +2 +1%
NES
543
New England Securities
New York
$18K -$616 -6 -3%
RIA
544
Regal Investment Advisors
Michigan
$17K – – –
WA
545
WealthTrust-Arizona
Arizona
$16K +$103 +1 +0.7%
PSI
546
Pinnacle Summer Investments
Virginia
$15K +$103 +1 +0.7%
QBFM
547
QS Batterymarch Financial Management
New York
$13K – – –
VFA
548
Virtus Fund Advisers
Connecticut
$12K -$94.9K -925 -89%
MA
549
MCF Advisors
Kentucky
$12K – – –
FQ
550
First Quadrant
California
$11K -$8.34M -81,300 -100%
20 21
22
23 24

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.