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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
HCC
576
Hirtle Callaghan & Co
Pennsylvania
$3K – – –
LWM
577
LBA Wealth Management
Florida
$3K – – –
QAM
578
QCI Asset Management
New York
$3K – – –
TCM
579
Tradewinds Capital Management
Washington
$3K – – –
JWA
580
JFS Wealth Advisors
Pennsylvania
$2K – – –
JFA
581
JNBA Financial Advisors
Minnesota
$2K – – –
OFS
582
Orrstown Financial Services
Pennsylvania
$2K – – –
S
583
SignatureFD
Georgia
$2K – – –
WAS
584
Winch Advisory Services
Wisconsin
$2K – – –
RAM
585
Riggs Asset Management
Pennsylvania
$2K +$2.36K +23 New
SNT
586
Security National Trust
West Virginia
$1K -$5.34K -52 -81%
AP
587
Atwood & Palmer
Missouri
$1K – – –
TWA
588
TCI Wealth Advisors
Arizona
$1K – – –
WA
589
Waverly Advisors
Alabama
$1K – – –
UB
590
UMB Bank
Missouri
$481 -$26.5K -258 -5%
FCCM
591
First City Capital Management
Georgia
$198 – – –
Fidelity International
592
Fidelity International
Bermuda
– -$64.9M -608,717 Closed
CC
593
Carlson Capital
Texas
– -$43.2M -405,770 Closed
Alyeska Investment Group
594
Alyeska Investment Group
Illinois
– -$10.1M -95,000 Closed
Citadel Advisors
595
Citadel Advisors
Florida
– -$8.84M -86,128 Closed
CCMLC
596
Cardinal Capital Management LLC (Connecticut)
Connecticut
– -$6.74M -63,284 Closed
ICM
597
ICC Capital Management
Florida
– -$4.57M -42,918 Closed
MP
598
Manifold Partners
California
– -$3.02M -28,299 Closed
GAM
599
Gotham Asset Management
New York
– -$2.79M -26,200 Closed
KCP
600
KDI Capital Partners
North Carolina
– -$2.37M -22,200 Closed
22 23
24
25 26

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.