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J.M. Smucker
SJM

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: 10 → 20 (+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: 633 → 677 (+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

Top Buyers

Rank Fund Capital Flow
1
SC
Sculptor Capital
New York
+$308M
2
EC
Eminence Capital
New York
+$97.6M
3
Deutsche Bank
Deutsche Bank
Germany
+$85.8M
4
Bessemer Group
Bessemer Group
New Jersey
+$77.1M
5
Bank of America
Bank of America
North Carolina
+$73.4M

Top Sellers

Rank Fund Capital Flow
1
KKRC
Kohlberg Kravis Roberts & Co
New York
-$1.03B
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$122M
3
SIG
Senator Investment Group
New York
-$106M
4
First Trust Advisors
First Trust Advisors
Illinois
-$44M
5
SCM
Suvretta Capital Management
New York
-$33.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
526
Cullinan Associates
Kentucky
$240K +$234K +2,100 New
CDH
527
Charles D. Hyman
$235K – – –
YIA
528
YHB Investment Advisors
Connecticut
$233K -$1.11K -10 -0.5%
CWA
529
Cypress Wealth Advisors
California
$232K – – –
IHL
530
Investment House LLC
California
$231K – – –
CCIA
531
Campbell & Co Investment Adviser
Maryland
$231K +$225K +2,022 New
KCM
532
Kanawha Capital Management
Virginia
$228K – – –
NYLIM
533
New York Life Investment Management
New York
$228K – – –
NFC
534
Northeast Financial Consultants
Connecticut
$228K – – –
PWM
535
Perigon Wealth Management
California
$228K – – –
CL
536
CPWM LLC
Washington
$222K +$217K +1,943 New
BWFA
537
Baltimore-Washington Financial Advisors
Maryland
$221K – – –
Bank of Nova Scotia
538
Bank of Nova Scotia
Ontario, Canada
$220K +$215K +1,924 New
LWM
539
Lenox Wealth Management
Ohio
$218K +$1.34K +12 +0.6%
CC
540
Courier Capital
New York
$217K – – –
EOJOAM
541
E. Ohman J:or Asset Management
Sweden
$217K – – –
SSWM
542
Smith Salley Wealth Management
North Carolina
$215K +$211K +1,888 New
PAM
543
PartnerRe Asset Management
Connecticut
$213K +$12.5K +112 +6%
FAM
544
Fenimore Asset Management
New York
$211K – – –
BC
545
Burney Company
Virginia
$210K +$206K +1,845 New
W
546
Wealthfront
California
$208K +$74K +664 +57%
TNBTD
547
Trustmark National Bank Trust Department
Mississippi
$207K +$202K +1,809 New
SRAM
548
Stone Ridge Asset Management
New York
$205K +$201K +1,800 New
WCA
549
Waratah Capital Advisors
Ontario, Canada
$205K +$201K +1,800 New
NG
550
NatWest Group
United Kingdom
$204K +$199K +1,788 New
20 21
22
23 24

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.