We are live on ! Find out more
SJM icon

J.M. Smucker
SJM

597 hedge funds and large institutions have $6.91B invested in J.M. Smucker in 2014 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 208 increasing their positions, 205 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 205

0.46% less ownership

Funds ownership: 68.97% → 68.5% (-0.46%)

8% less call options, than puts

Call options by funds: $20.4M | Put options by funds: $22.1M

2% less funds holding

Funds holding: 609 → 597 (-12)

8% less capital invested

Capital invested by funds: $7.49B → $6.91B (-$573M)

15% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 55

50% less funds holding in top 10

Funds holding in top 10: 6 → 3 (-3)

Holders
597
Holders Change
-12
Holders Change %
-1.97%
% of All Funds
17.32%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
47
Increased
208
Reduced
205
Closed
55
Calls
$20.4M
Puts
$22.1M
Net Calls
-$1.76M
Net Calls Change
-$7.24M

Top Buyers

1
WHG
Westwood Holdings Group
Texas
+$48.4M
2
American Century Companies
American Century Companies
Missouri
+$37.4M
3
SIA
Sit Investment Associates
Minnesota
+$35.9M
4
SI
Scout Investments
Missouri
+$33.8M
5
AI
Ariel Investments
Illinois
+$27.1M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$88.6M
2
Fidelity International
Fidelity International
Bermuda
-$64.9M
3
JHIU
Janus Henderson Investors US
Colorado
-$48.4M
4
CC
Carlson Capital
Texas
-$43.2M
5
WG
Winton Group
United Kingdom
-$21.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
FBT
551
Founders Bank & Trust
Michigan
$11K – – –
GAM
552
Gemmer Asset Management
California
$11K – – –
HDIM
553
Hanson & Doremus Investment Management
Vermont
$11K – – –
M
554
MOTCO
Texas
$11K – – –
Manulife (Manufacturers Life Insurance)
555
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.3K -$117K -1,142 -1%
FMT
556
First Mercantile Trust
Tennessee
$10K -$9.64K -94 -47%
NCM
557
Nelson Capital Management
California
$10K – – –
LNB
558
Ledyard National Bank
$9K – – –
IRS
559
Invictus RG (Singapore)
Singapore
$9K +$8.93K +87 New
RNS
560
Robert N. Shapiro
$9K +$9.64K +94 New
CFA
561
Carroll Financial Associates
North Carolina
$7K -$1.03K -10 -12%
SSB
562
Sandy Spring Bank
Maryland
$7K – – –
CG
563
Colony Group
Massachusetts
$7K +$6.77K +66 New
TRCT
564
Tower Research Capital (TRC)
New York
$7K +$6.88K +67 New
AF
565
Arrow Financial
New York
$7K +$7.7K +75 New
HI
566
Hudock Inc
Pennsylvania
$6K – – –
WEC
567
Winslow Evans & Crocker
Massachusetts
$5.64K -$410 -4 -6%
CBT
568
Central Bank & Trust
Kentucky
$5K -$205 -2 -4%
TCM
569
TD Capital Management
Tennessee
$5K +$5.13K +50 New
CAW
570
Cornerstone Advisors (Washington)
Washington
$4K – – –
VIA
571
Vantage Investment Advisors
Pennsylvania
$4K – – –
PFO
572
Pathstone Family Office
New Jersey
$4K +$4.1K +40 New
CGT
573
Capital Guardian Trust
California
$3K – – –
CFSG
574
Community Financial Services Group
Vermont
$3K – – –
FA
575
Financial Advantage
Maryland
$3K – – –
21 22
23
24 25

SJM Hedge Fund Activity: Q3 2014 in Review

597 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q3 2014, worth a combined $6.91B — down 7.7% from $7.49B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of SJM and 47 opened new positions — a net loss of 8 holders — while 205 trimmed existing stakes and 208 added.

The largest buyer was Westwood Holdings Group, adding an estimated $48.4M. The largest seller was Norges Bank, cutting an estimated $88.6M.

  • 597 institutional investors held J.M. Smucker (SJM) as of Q3 2014, down from 609 in Q2 2014.
  • Funds reported $6.91B of J.M. Smucker stock for Q3 2014, down 7.7% quarter-over-quarter.
  • 47 funds opened new J.M. Smucker positions in Q3 2014 and 55 closed out, a net change of -8 holders.
  • The largest J.M. Smucker buyer in Q3 2014 was Westwood Holdings Group, an estimated $48.4M added.
  • The largest J.M. Smucker seller in Q3 2014 was Norges Bank, an estimated $88.6M sold.

Based on aggregated 13F filings for Q3 2014.