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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
SF
551
Synovus Financial
Georgia
$360K +$5.72K +42 +2%
FIM
552
Freedom Investment Management
Connecticut
$359K -$50.3K -369 -12%
SC
553
Saybrook Capital
North Carolina
$357K
SAM
554
Strategy Asset Managers
California
$352K +$349K +2,558 New
MIP
555
Marietta Investment Partners
Wisconsin
$350K -$136 -1 -0%
LA
556
Lifeworks Advisors
Michigan
$348K +$49.1K +360 +18%
VA
557
Valmark Advisers
Ohio
$343K -$14K -103 -4%
RIM
558
Redpoint Investment Management
Australia
$342K
RMDI
559
R.M. Davis Inc
Maine
$342K
ACA
560
Atlas Capital Advisors
Wyoming
$342K
TF
561
TIAA FSB
Florida
$340K -$9.27K -68 -3%
MGIA
562
Moneta Group Investment Advisors
Missouri
$339K +$11.4K +84 +4%
AAS
563
Ameritas Advisory Services
Nebraska
$336K +$8.99K +66 +3%
MMM
564
Mendel Money Management
Illinois
$334K +$4.09K +30 +1%
SFO
565
Stokes Family Office
Louisiana
$332K +$53K +389 +19%
FAM
566
Formidable Asset Management
Ohio
$330K -$2.18K -16 -0.7%
Verition Fund Management
567
Verition Fund Management
Connecticut
$326K -$400K -2,937 -55%
FFBTD
568
First Financial Bank - Trust Division
Ohio
$326K
GCP
569
GSA Capital Partners
United Kingdom
$325K +$323K +2,368 New
FCBT
570
First Citizens Bank & Trust
North Carolina
$323K +$5.86K +43 +2%
MA
571
Montag & Associates
Georgia
$322K
TI
572
Truepoint Inc
Ohio
$320K -$14.7K -108 -4%
KPWS
573
Kestra Private Wealth Services
Texas
$320K +$29.4K +216 +10%
GC
574
Gratus Capital
Georgia
$318K +$26.6K +195 +9%
MFC
575
Mechanics Financial Corp
Ohio
$316K

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.