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J.M. Smucker

881 hedge funds and large institutions have $11.8B invested in J.M. Smucker in 2022 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 283 increasing their positions, 305 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

43% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 65

7% more capital invested

Capital invested by funds: $11B → $11.8B (+$756M)

2% more funds holding

Funds holding: 861881 (+20)

0.37% less ownership

Funds ownership: 80.97%80.6% (-0.37%)

7% less repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 305

29% less call options, than puts

Call options by funds: $67.7M | Put options by funds: $94.8M

Holders
881
Holders Change
+20
Holders Change %
+2.32%
% of All Funds
15.18%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.17%
New
93
Increased
283
Reduced
305
Closed
65
Calls
$67.7M
Puts
$94.8M
Net Calls
-$27.1M
Net Calls Change
-$21M
Name Holding Trade Value Shares
Change
Change in
Stake
MLL
576
Moody Lynn & Lieberson
Massachusetts
$315K
CTA
577
Colonial Trust Advisors
South Carolina
$312K +$15.5K +114 +5%
TCM
578
Telos Capital Management
California
$310K +$3.81K +28 +1%
HWM
579
HB Wealth Management
Georgia
$309K -$106K -780 -26%
PJSIMP
580
P.J. Schmidt Investment Management (PJS)
Wisconsin
$309K
RG
581
Rathbones Group
United Kingdom
$309K
WSCM
582
Wellington Shields Capital Management
New York
$309K +$307K +2,250 New
BCM
583
Brookstone Capital Management
Illinois
$302K -$15.1K -111 -5%
CW
584
CreativeOne Wealth
Kansas
$301K +$5.59K +41 +2%
WPW
585
Warther Private Wealth
Ohio
$300K -$17.6K -129 -6%
RIG
586
Roosevelt Investment Group
New York
$300K +$8.72K +64 +3%
HCM
587
Hengehold Capital Management
Ohio
$297K -$6.95K -51 -2%
RPC
588
Rossmore Private Capital
Connecticut
$295K +$27.3K +200 +10%
CIC
589
Carnegie Investment Counsel
Ohio
$294K -$77K -565 -21%
AF
590
Allworth Financial
California
$294K +$14.4K +106 +5%
BMSSC
591
B. Metzler seel. Sohn & Co
Germany
$293K +$12K +88 +4%
SC
592
SouthState Corp
Florida
$288K
CCA
593
Checchi Capital Advisers
California
$288K +$7.63K +56 +3%
FNT
594
First National Trust
Pennsylvania
$286K
JG
595
Jefferies Group
New York
$286K -$1.31M -9,626 -82%
MWM
596
Meridian Wealth Management
Kentucky
$284K
SIA
597
Soltis Investment Advisors
Utah
$284K
GCM
598
Graham Capital Management
Connecticut
$284K +$283K +2,074 New
MSS
599
Mitchell Sinkler & Starr
Pennsylvania
$282K -$31.3K -230 -10%
QCM
600
Quantinno Capital Management
New York
$281K +$53.7K +394 +24%

SJM Hedge Fund Activity: Q3 2022 in Review

881 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q3 2022, worth a combined $11.8B — up 6.9% from $11B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new SJM positions and 65 closed out — a net gain of 28 holders — while 283 added to existing stakes and 305 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $176M. The largest seller was Invesco, cutting an estimated $96.5M.

  • 881 institutional investors held J.M. Smucker (SJM) as of Q3 2022, up from 861 in Q2 2022.
  • Funds reported $11.8B of J.M. Smucker stock for Q3 2022, up 6.9% quarter-over-quarter.
  • 93 funds opened new J.M. Smucker positions in Q3 2022 and 65 closed out, a net change of +28 holders.
  • The largest J.M. Smucker buyer in Q3 2022 was Citadel Advisors, an estimated $176M added.
  • The largest J.M. Smucker seller in Q3 2022 was Invesco, an estimated $96.5M sold.

Based on aggregated 13F filings for Q3 2022.