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J.M. Smucker

677 hedge funds and large institutions have $10.3B invested in J.M. Smucker in 2015 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 249 increasing their positions, 186 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 39

100% more funds holding in top 10

Funds holding in top 10: 1020 (+10)

38% more call options, than puts

Call options by funds: $33.6M | Put options by funds: $24.3M

34% more repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 186

7% more capital invested

Capital invested by funds: $9.63B → $10.3B (+$703M)

7% more funds holding

Funds holding: 633677 (+44)

1.68% more ownership

Funds ownership: 74.27%75.95% (+1.7%)

Holders
677
Holders Change
+44
Holders Change %
+6.95%
% of All Funds
18.9%
Holding in Top 10
20
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+100%
% of All Funds
0.56%
New
89
Increased
249
Reduced
186
Closed
39
Calls
$33.6M
Puts
$24.3M
Net Calls
+$9.28M
Net Calls Change
+$28M
Name Holding Trade Value Shares
Change
Change in
Stake
MWP
551
Moller Wealth Partners
$203K +$199K +1,781 New
QI
552
QS Investors
New York
$201K
VNA
553
VNBTrust National Association
Virginia
$201K +$197K +1,764 New
OHS
554
Odey Holdings (Switzerland)
Switzerland
$194K +$190K +1,700 New
MFS
555
MSI Financial Services
Massachusetts
$184K +$19.8K +178 +12%
TCOV
556
Trust Company of Vermont
Vermont
$177K
FFC
557
First Financial Corp
Indiana
$176K
IA
558
IndexIQ Advisors
New York
$176K +$110K +986 +178%
WRM
559
Westport Resources Management
Connecticut
$169K
ATC
560
Adirondack Trust Company
New York
$168K
EWM
561
Endurance Wealth Management
Rhode Island
$156K
FIM
562
Freedom Investment Management
Connecticut
$152K +$1.01M +9,060 +251%
PSI
563
Pinnacle Summer Investments
Virginia
$145K -$212K -1,899 -60%
HIM
564
Hillsdale Investment Management
Ontario, Canada
$137K -$44.6K -400 -25%
MAM
565
Mizuho Asset Management
Japan
$123K +$15.7K +141 +15%
BCA
566
Bray Capital Advisors
Florida
$118K
WOC
567
West Oak Capital
California
$114K
CAL
568
Capital Analysts LLC
Pennsylvania
$108K +$22.7K +204 +27%
BAM
569
Bruderman Asset Management
New York
$103K -$1.23K -11 -1%
ARMT
570
Amica Retiree Medical Trust
Rhode Island
$103K
SF
571
Synovus Financial
Georgia
$92K +$111 +1 +0.1%
JFGIW
572
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$80K -$43.8K -393 -36%
MBT
573
Monroe Bank & Trust
Michigan
$80K
IMS
574
Index Management Solutions
Pennsylvania
$79K -$2.34K -21 -3%
PAIA
575
Park Avenue Institutional Advisers
New York
$78K +$2.79K +25 +4%

SJM Hedge Fund Activity: Q3 2015 in Review

677 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q3 2015, worth a combined $10.3B — up 7.3% from $9.63B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new SJM positions and 39 closed out — a net gain of 50 holders — while 249 added to existing stakes and 186 trimmed.

The largest buyer was Sculptor Capital, opening a new position worth an estimated $308M. The largest seller was Kohlberg Kravis Roberts & Co, exiting entirely with an estimated $1.03B sold.

  • 677 institutional investors held J.M. Smucker (SJM) as of Q3 2015, up from 633 in Q2 2015.
  • Funds reported $10.3B of J.M. Smucker stock for Q3 2015, up 7.3% quarter-over-quarter.
  • 89 funds opened new J.M. Smucker positions in Q3 2015 and 39 closed out, a net change of +50 holders.
  • The largest J.M. Smucker buyer in Q3 2015 was Sculptor Capital, an estimated $308M added.
  • The largest J.M. Smucker seller in Q3 2015 was Kohlberg Kravis Roberts & Co, an estimated $1.03B sold.

Based on aggregated 13F filings for Q3 2015.