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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
BL
576
Balentine LLC
Georgia
$74K
WT
577
Whittier Trust
California
$74K
GLI
578
Guardian Life Insurance
New York
$69K +$19.6K +176 +41%
CFA
579
Carroll Financial Associates
North Carolina
$67K +$11.2K +100 +21%
PFBT
580
Parkside Financial Bank & Trust
Missouri
$56K -$198K -1,777 -78%
NFG
581
Next Financial Group
Texas
$54K
PSUF
582
People's United Financial
Connecticut
$54K
FIB
583
First Interstate Bank
Montana
$52K +$50.7K +455 New
MUS
584
Mitsubishi UFJ Securities
Japan
$52K +$51.3K +460 New
MMG
585
Monetary Management Group
Missouri
$51K
QCG
586
Quadrant Capital Group
Ohio
$51K
PMFA
587
Plante Moran Financial Advisors
Michigan
$49K +$8.47K +76 +21%
AW
588
Alpha Windward
Massachusetts
$48K -$442K -3,960 -90%
M
589
MOTCO
Texas
$48K
FAM
590
Formidable Asset Management
Ohio
$47K
EFSCE
591
Enterprise Financial Services Corp (EFSC)
Missouri
$46K -$20.6K -185 -32%
NC
592
NewSquare Capital
Pennsylvania
$46K
ECM
593
Estabrook Capital Management
New York
$45.6K +$44.6K +400 New
GCM
594
Grisanti Capital Management
New York
$45K
OSNBOA
595
Old Second National Bank of Aurora
Illinois
$43K
MA
596
MCF Advisors
Kentucky
$42K +$20.9K +187 +105%
MA
597
MUFG Americas
New York
$38K
HCM
598
Highlander Capital Management
New Jersey
$37K +$223 +2 +0.6%
Manulife (Manufacturers Life Insurance)
599
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$35.1K +$23.4M +209,453 +213%
KT
600
Kanaly Trust
Texas
$34K

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.