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J.M. Smucker

580 hedge funds and large institutions have $7.72B invested in J.M. Smucker in 2013 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 182 increasing their positions, 217 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 37

4% more funds holding

Funds holding: 559580 (+21)

1% more capital invested

Capital invested by funds: $7.62B → $7.72B (+$94.7M)

0.04% less ownership

Funds ownership: 70.02%69.98% (-0.04%)

16% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 217

36% less call options, than puts

Call options by funds: $28.4M | Put options by funds: $44.5M

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
580
Holders Change
+21
Holders Change %
+3.76%
% of All Funds
18.81%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.1%
New
62
Increased
182
Reduced
217
Closed
37
Calls
$28.4M
Puts
$44.5M
Net Calls
-$16.2M
Net Calls Change
-$7.25M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
551
Palladium Partners
Virginia
$11K
GG
552
Gofen & Glossberg
Illinois
$10K
Lazard Asset Management
553
Lazard Asset Management
New York
$10K
Jones Financial Companies
554
Jones Financial Companies
Missouri
$8K -$4.44K -41 -34%
SSB
555
Sandy Spring Bank
Maryland
$8K
HI
556
Hudock Inc
Pennsylvania
$7K
LFG
557
LifePlan Financial Group
Ohio
$6K
Toronto Dominion Bank
558
Toronto Dominion Bank
Ontario, Canada
$6K
CBT
559
Central Bank & Trust
Kentucky
$5K
TIM
560
Tortoise Investment Management
New York
$5K
QAM
561
QCI Asset Management
New York
$4K
S
562
SignatureFD
Georgia
$4K +$217 +2 +5%
Carson Wealth (CWM LLC)
563
Carson Wealth (CWM LLC)
Nebraska
$4K +$4.55K +42 New
CGT
564
Capital Guardian Trust
California
$3K
CFSG
565
Community Financial Services Group
Vermont
$3K
FA
566
Financial Advantage
Maryland
$3K
SMA
567
Simply Money Advisors
Ohio
$2K -$212K -1,961 -99%
JFA
568
JNBA Financial Advisors
Minnesota
$2K
JFGIW
569
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K
OFS
570
Orrstown Financial Services
Pennsylvania
$2K
HCC
571
Hirtle Callaghan & Co
Pennsylvania
$2K +$2.06K +19 New
UB
572
UMB Bank
Missouri
$1.12K -$452K -4,175 -28%
SNT
573
Security National Trust
West Virginia
$1K -$325 -3 -20%
YL
574
YCG LLC
Texas
$1K
CAW
575
Cornerstone Advisors (Washington)
Washington
$1K +$650 +6 +120%

SJM Hedge Fund Activity: Q3 2013 in Review

580 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q3 2013, worth a combined $7.72B — up 1.2% from $7.62B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new SJM positions and 37 closed out — a net gain of 25 holders — while 182 added to existing stakes and 217 trimmed.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $100M. The largest seller was Massachusetts Financial Services, cutting an estimated $133M.

  • 580 institutional investors held J.M. Smucker (SJM) as of Q3 2013, up from 559 in Q2 2013.
  • Funds reported $7.72B of J.M. Smucker stock for Q3 2013, up 1.2% quarter-over-quarter.
  • 62 funds opened new J.M. Smucker positions in Q3 2013 and 37 closed out, a net change of +25 holders.
  • The largest J.M. Smucker buyer in Q3 2013 was Adage Capital Partners, an estimated $100M added.
  • The largest J.M. Smucker seller in Q3 2013 was Massachusetts Financial Services, an estimated $133M sold.

Based on aggregated 13F filings for Q3 2013.