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J.M. Smucker

712 hedge funds and large institutions have $11.1B invested in J.M. Smucker in 2016 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 246 increasing their positions, 252 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $21.5M | Put options by funds: $17.4M

22% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 60

1% more funds holding

Funds holding: 706712 (+6)

0.68% more ownership

Funds ownership: 74.91%75.58% (+0.68%)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

1% less capital invested

Capital invested by funds: $11.3B → $11.1B (-$124M)

2% less repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 252

Holders
712
Holders Change
+6
Holders Change %
+0.85%
% of All Funds
18.97%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.43%
New
73
Increased
246
Reduced
252
Closed
60
Calls
$21.5M
Puts
$17.4M
Net Calls
+$4.06M
Net Calls Change
-$3.15M
Name Holding Trade Value Shares
Change
Change in
Stake
CL
576
CPWM LLC
Washington
$209K +$203K +1,609 New
KCP
577
KDI Capital Partners
North Carolina
$208K -$2.37M -18,800 -92%
SEC
578
Seven Eight Capital
New York
$208K -$643K -5,100 -76%
CFG
579
Citizens Financial Group
Rhode Island
$208K -$20.3K -161 -9%
MCM
580
McRae Capital Management
New Jersey
$208K +$202K +1,600 New
ACP
581
Aviance Capital Partners
Florida
$205K +$199K +1,577 New
Victory Capital Management
582
Victory Capital Management
Texas
$204K -$5.29K -42 -3%
PFS
583
Prospera Financial Services
Texas
$204K +$198K +1,570 New
TCOV
584
Trust Company of Vermont
Vermont
$201K
QCG
585
Quadrant Capital Group
Ohio
$200K -$61.9K -491 -24%
WJA
586
Williams Jones & Associates
New York
$198K -$12.6K -100 -6%
CF
587
CenterStar Fund
Illinois
$194K
WRM
588
Westport Resources Management
Connecticut
$193K
FHA
589
First Horizon Advisors
Tennessee
$185K +$126K +1,000 +235%
FFC
590
First Financial Corp
Indiana
$184K -$12.6K -100 -7%
IA
591
IFP Advisors
Florida
$175K -$1.49M -11,835 -89%
SWA
592
Sutton Wealth Advisors
Florida
$144K +$140K +1,111 New
WOC
593
West Oak Capital
California
$130K
Geode Capital Management
594
Geode Capital Management
Massachusetts
$127K +$2.75M +21,787 +2%
GXMC
595
Global X Management Company
New York
$119K +$101K +802 +710%
NYLT
596
New York Life Trust
New York
$118K +$115K +909 New
Toronto Dominion Bank
597
Toronto Dominion Bank
Ontario, Canada
$117K -$351K -2,786 -76%
ARMT
598
Amica Retiree Medical Trust
Rhode Island
$117K
PAM
599
PartnerRe Asset Management
Connecticut
$105K
CBOA
600
Commonwealth Bank of Australia
Australia
$104K -$753K -5,978 -88%

SJM Hedge Fund Activity: Q1 2016 in Review

712 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q1 2016, worth a combined $11.1B — down 1.1% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new SJM positions and 60 closed out — a net gain of 13 holders — while 246 added to existing stakes and 252 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $458M. The largest seller was Senator Investment Group, exiting entirely with an estimated $123M sold.

  • 712 institutional investors held J.M. Smucker (SJM) as of Q1 2016, up from 706 in Q4 2015.
  • Funds reported $11.1B of J.M. Smucker stock for Q1 2016, down 1.1% quarter-over-quarter.
  • 73 funds opened new J.M. Smucker positions in Q1 2016 and 60 closed out, a net change of +13 holders.
  • The largest J.M. Smucker buyer in Q1 2016 was Royal London Asset Management, an estimated $458M added.
  • The largest J.M. Smucker seller in Q1 2016 was Senator Investment Group, an estimated $123M sold.

Based on aggregated 13F filings for Q1 2016.