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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
TWA
576
TCI Wealth Advisors
Arizona
$1K +$866 +8 New
PWAG
577
Polaris Wealth Advisory Group
California
$210
SFM
578
Systematic Financial Management
New Jersey
-$45.2M -438,618 Closed
WB
579
Webster Bank
Connecticut
-$7M -67,845 Closed
Capital Fund Management (CFM)
580
Capital Fund Management (CFM)
France
-$5.96M -57,821 Closed
EA
581
Euclid Advisors
Connecticut
-$5.39M -52,290 Closed
LTI
582
Laffer Tengler Investments
Tennessee
-$3.52M -34,158 Closed
Alyeska Investment Group
583
Alyeska Investment Group
Illinois
-$3.4M -32,931 Closed
NMERB
584
New Mexico Educational Retirement Board
New Mexico
-$1.76M -17,022 Closed
MIU
585
Man Investments (UK)
United Kingdom
-$1.69M -16,413 Closed
TCM
586
Tygh Capital Management
Oregon
-$1.62M -15,692 Closed
NBC
587
Neuberger Berman Canada
Ontario, Canada
-$945K -9,160 Closed
GIM
588
Goelzer Investment Management
Indiana
-$815K -7,902 Closed
OCM
589
Olstein Capital Management
New York
-$722K -7,000 Closed
GP
590
GLG Partners
United Kingdom
-$691K -6,700 Closed
SBCM
591
Silver Bridge Capital Management
Massachusetts
-$587K -5,691 Closed
Jacobs Levy Equity Management
592
Jacobs Levy Equity Management
New Jersey
-$583K -5,650 Closed
BC
593
Banced Corp
Illinois
-$580K -5,620 Closed
Boston Partners
594
Boston Partners
Massachusetts
-$394K -3,824 Closed
GWI
595
Grace & White Inc
New York
-$295K -2,862 Closed
IRS
596
Invictus RG (Singapore)
Singapore
-$280K -2,716 Closed
NI
597
Numeric Investors
Massachusetts
-$272K -2,640 Closed
SI
598
SII Investments
Wisconsin
-$261K -2,551 Closed
WMSA
599
Weiss Multi-Strategy Advisers
New York
-$262K -2,540 Closed
SWK
600
Stephen W. Kidder
-$245K -2,370 Closed

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.