J.M. Smucker
805 hedge funds and large institutions have $11.3B invested in J.M. Smucker in 2017 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 265 increasing their positions, 291 reducing their positions, and 52 closing their positions.
96% more first-time investments, than exits
New positions opened: 102 | Existing positions closed: 52
45% more funds holding in top 10
Funds holding in top 10: 11 → 16 (+5)
38% more call options, than puts
Call options by funds: $104M | Put options by funds: $75.3M
5% more funds holding
Funds holding: 764 → 805 (+41)
0% less capital invested
Capital invested by funds: $11.3B → $11.3B (-$547K)
9% less repeat investments, than reductions
Existing positions increased: 265 | Existing positions reduced: 291
1.61% less ownership
Funds ownership: 75.67% → 74.05% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$996M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$90.3M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$57.2M |
| 4 |
SCP
Seizert Capital Partners
Birmingham,
Michigan
|
+$52.9M |
| 5 |
BG
Bahl & Gaynor
Cincinnati,
Ohio
|
+$48.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$120M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$94.5M |
| 3 |
EIP
Epoch Investment Partners
New York
|
-$81.5M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$77.2M |
| 5 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$58.9M |
SJM Hedge Fund Activity: Q1 2017 in Review
805 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q1 2017, worth a combined $11.3B — down 0% from $11.3B a quarter earlier.
Buyers outnumbered sellers: 102 funds opened new SJM positions and 52 closed out — a net gain of 50 holders — while 265 added to existing stakes and 291 trimmed.
The largest buyer was BlackRock, adding an estimated $996M. The largest seller was Massachusetts Financial Services, cutting an estimated $120M.
- 805 institutional investors held J.M. Smucker (SJM) as of Q1 2017, up from 764 in Q4 2016.
- Funds reported $11.3B of J.M. Smucker stock for Q1 2017, down 0% quarter-over-quarter.
- 102 funds opened new J.M. Smucker positions in Q1 2017 and 52 closed out, a net change of +50 holders.
- The largest J.M. Smucker buyer in Q1 2017 was BlackRock, an estimated $996M added.
- The largest J.M. Smucker seller in Q1 2017 was Massachusetts Financial Services, an estimated $120M sold.
Based on aggregated 13F filings for Q1 2017.