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J.M. Smucker

633 hedge funds and large institutions have $9.63B invested in J.M. Smucker in 2015 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 196 increasing their positions, 238 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 49

0% more funds holding

Funds holding: 630633 (+3)

0.33% more ownership

Funds ownership: 73.95%74.27% (+0.33%)

6% less capital invested

Capital invested by funds: $10.2B → $9.63B (-$625M)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

18% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 238

40% less call options, than puts

Call options by funds: $27.8M | Put options by funds: $46.6M

Holders
633
Holders Change
+3
Holders Change %
+0.48%
% of All Funds
17.05%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.27%
New
61
Increased
196
Reduced
238
Closed
49
Calls
$27.8M
Puts
$46.6M
Net Calls
-$18.8M
Net Calls Change
-$19.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
576
MCF Advisors
Kentucky
$19K +$6.36K +55 +45%
HMS
577
Hanseatic Management Services
New Mexico
$18K -$231 -2 -1%
WA
578
WealthTrust-Arizona
Arizona
$17K +$116 +1 +0.6%
WEC
579
Winslow Evans & Crocker
Massachusetts
$16K +$10.6K +92 +159%
CGT
580
Capital Guardian Trust
California
$15K
GAM
581
Gemmer Asset Management
California
$15K +$2.89K +25 +22%
AAC
582
Asset Advisors Corp
Georgia
$14K +$14.9K +129 New
BGIM
583
Brandywine Global Investment Management
Pennsylvania
$13K -$1.42M -12,301 -99%
FQ
584
First Quadrant
California
$13K
HDIM
585
Hanson & Doremus Investment Management
Vermont
$13K
KCM
586
Karp Capital Management
California
$12K -$243K -2,099 -95%
GI
587
Gradient Investments
Minnesota
$11K -$9.37K -81 -44%
CF
588
CenterStar Fund
Illinois
$11K
CFS
589
Commonwealth Financial Services
West Virginia
$11K
LNB
590
Ledyard National Bank
$11K +$694 +6 +6%
GXMC
591
Global X Management Company
New York
$11K +$11.7K +101 New
BCM
592
Brookstone Capital Management
Illinois
$11K +$11.8K +102 New
Manulife (Manufacturers Life Insurance)
593
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.6K -$691K -5,973 -6%
P
594
Palladiem
Pennsylvania
$10K -$1.04K -9 -9%
GWA
595
Genesis Wealth Advisors
Massachusetts
$8.56K
GWM
596
Gupta Wealth Management
California
$8K -$8.56K -74 -50%
KA
597
Klingman & Associates
New York
$7K
CBT
598
Central Bank & Trust
Kentucky
$6K
Twin Tree Management
599
Twin Tree Management
Texas
$5K -$223K -1,927 -98%
CAW
600
Cornerstone Advisors (Washington)
Washington
$5K

SJM Hedge Fund Activity: Q2 2015 in Review

633 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2015, worth a combined $9.63B — down 6.1% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new SJM positions and 49 closed out — a net gain of 12 holders — while 196 added to existing stakes and 238 trimmed.

The largest buyer was Vanguard Group, adding an estimated $101M. The largest seller was York Capital Management Global Advisors, cutting an estimated $119M.

  • 633 institutional investors held J.M. Smucker (SJM) as of Q2 2015, up from 630 in Q1 2015.
  • Funds reported $9.63B of J.M. Smucker stock for Q2 2015, down 6.1% quarter-over-quarter.
  • 61 funds opened new J.M. Smucker positions in Q2 2015 and 49 closed out, a net change of +12 holders.
  • The largest J.M. Smucker buyer in Q2 2015 was Vanguard Group, an estimated $101M added.
  • The largest J.M. Smucker seller in Q2 2015 was York Capital Management Global Advisors, an estimated $119M sold.

Based on aggregated 13F filings for Q2 2015.