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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
DAM
526
Delta Asset Management
Tennessee
$300K
JIP
527
Jaffetilchin Investment Partners
Florida
$299K -$39.1K -310 -12%
Schroder Investment Management Group
528
Schroder Investment Management Group
United Kingdom
$298K -$2.02K -16 -0.7%
Bank of Nova Scotia
529
Bank of Nova Scotia
Ontario, Canada
$290K +$2.52K +20 +0.9%
SC
530
Saybrook Capital
North Carolina
$286K
LWM
531
Lenox Wealth Management
Ohio
$286K +$37.1K +294 +15%
Pacer Advisors
532
Pacer Advisors
Pennsylvania
$282K +$13.6K +108 +5%
CCC
533
Chelsea Counsel Company
California
$280K
FNBT
534
FineMark National Bank & Trust
Florida
$280K
TIM
535
Thompson Investment Management
Wisconsin
$278K -$121K -957 -31%
CA
536
Cullinan Associates
Kentucky
$273K
CWA
537
Cypress Wealth Advisors
California
$268K +$3.15K +25 +1%
ICAS
538
Investors Capital Advisory Services
Massachusetts
$267K +$259K +2,058 New
HAIM
539
Hunter Associates Investment Management
Pennsylvania
$265K -$25.2K -200 -9%
FSA
540
Franklin Street Advisors
North Carolina
$262K +$254K +2,018 New
KCM
541
Kanawha Capital Management
Virginia
$260K
NFC
542
Northeast Financial Consultants
Connecticut
$260K
PWM
543
Perigon Wealth Management
California
$260K
SRSA
544
S.R. Schill & Associates
Washington
$260K
DT
545
Diversified Trust
Tennessee
$255K -$214K -1,700 -46%
BFM
546
Boothbay Fund Management
New York
$253K +$246K +1,951 New
SSWM
547
Smith Salley Wealth Management
North Carolina
$250K
CC
548
Courier Capital
New York
$247K
EOJOAM
549
E. Ohman J:or Asset Management
Sweden
$247K
BCMO
550
Buckingham Capital Management (Ohio)
Ohio
$235K -$44.1K -350 -16%

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.