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J.M. Smucker

881 hedge funds and large institutions have $11.8B invested in J.M. Smucker in 2022 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 283 increasing their positions, 305 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

43% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 65

7% more capital invested

Capital invested by funds: $11B → $11.8B (+$756M)

2% more funds holding

Funds holding: 861881 (+20)

0.37% less ownership

Funds ownership: 80.97%80.6% (-0.37%)

7% less repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 305

29% less call options, than puts

Call options by funds: $67.7M | Put options by funds: $94.8M

Holders
881
Holders Change
+20
Holders Change %
+2.32%
% of All Funds
15.18%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.17%
New
93
Increased
283
Reduced
305
Closed
65
Calls
$67.7M
Puts
$94.8M
Net Calls
-$27.1M
Net Calls Change
-$21M
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
526
Bradley Foster & Sargent
Connecticut
$405K -$409 -3 -0.1%
DGAM
527
Desjardins Global Asset Management
Quebec, Canada
$404K -$12.7K -93 -3%
FDCDDQ
528
Federation des caisses Desjardins du Quebec
Quebec, Canada
$402K
AG
529
AIA Group
Hong Kong
$402K -$246K -1,802 -38%
RMCM
530
Reynders McVeigh Capital Management
Massachusetts
$398K -$17K -125 -4%
JE
531
JMAC Enterprises
Pennsylvania
$398K
KCM
532
Kornitzer Capital Management
Kansas
$396K -$54.5K -400 -12%
VBCG
533
Valley Brook Capital Group
Pennsylvania
$389K
KCM
534
Kendall Capital Management
Maryland
$387K
WI
535
Wedgewood Investors
Pennsylvania
$387K
DCM
536
Dupont Capital Management
Delaware
$387K +$309K +2,264 +409%
WG
537
Welch Group
Alabama
$385K +$136 +1 +0%
WSFS
538
Wilmington Savings Fund Society
Delaware
$383K
Connor, Clark & Lunn Investment Management (CC&L)
539
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$378K -$98K -719 -21%
DIM
540
Delta Investment Management
California
$378K +$375K +2,751 New
TI
541
Tidal Investments
Wisconsin
$373K +$370K +2,716 New
CT
542
Coastline Trust
Rhode Island
$372K
V
543
Veritable
Delaware
$370K -$3.27K -24 -0.9%
CG
544
Caprock Group
Idaho
$366K +$5.18K +38 +1%
EF
545
Empirical Finance
Pennsylvania
$365K +$57.8K +424 +19%
CSPIA
546
Cary Street Partners Investment Advisory
Virginia
$364K +$14.4K +106 +4%
Cerity Partners
547
Cerity Partners
New York
$364K +$14.4K +106 +4%
CWM
548
Congress Wealth Management
Massachusetts
$363K
FFM
549
Forum Financial Management
Illinois
$363K
NWMG
550
National Wealth Management Group
Ohio
$361K +$358K +2,624 New

SJM Hedge Fund Activity: Q3 2022 in Review

881 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q3 2022, worth a combined $11.8B — up 6.9% from $11B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new SJM positions and 65 closed out — a net gain of 28 holders — while 283 added to existing stakes and 305 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $176M. The largest seller was Invesco, cutting an estimated $96.5M.

  • 881 institutional investors held J.M. Smucker (SJM) as of Q3 2022, up from 861 in Q2 2022.
  • Funds reported $11.8B of J.M. Smucker stock for Q3 2022, up 6.9% quarter-over-quarter.
  • 93 funds opened new J.M. Smucker positions in Q3 2022 and 65 closed out, a net change of +28 holders.
  • The largest J.M. Smucker buyer in Q3 2022 was Citadel Advisors, an estimated $176M added.
  • The largest J.M. Smucker seller in Q3 2022 was Invesco, an estimated $96.5M sold.

Based on aggregated 13F filings for Q3 2022.