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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
IGIM
601
I.G. Investment Management
Manitoba, Canada
– -$1.31M -12,320 Closed
HHC
602
Hutchin Hill Capital
New York
– -$1.25M -11,700 Closed
PP
603
PDT Partners
New York
– -$971K -9,108 Closed
Capital Fund Management (CFM)
604
Capital Fund Management (CFM)
France
– -$906K -8,504 Closed
VAM
605
Visium Asset Management
New York
– -$763K -7,162 Closed
WMSA
606
Weiss Multi-Strategy Advisers
New York
– -$715K -6,710 Closed
IB
607
Intrust Bank
Kansas
– -$712K -6,687 Closed
Natixis Advisors
608
Natixis Advisors
Massachusetts
– -$699K -6,555 Closed
NI
609
Nuance Investments
Missouri
– -$690K -6,476 Closed
GCP
610
GSA Capital Partners
United Kingdom
– -$671K -6,299 Closed
BCMU
611
BlueCrest Capital Management (UK)
Guernsey
– -$617K -5,792 Closed
HMS
612
Hanseatic Management Services
New Mexico
– -$442K -4,150 Closed
QIM
613
Quantitative Investment Management
Virginia
– -$330K -3,100 Closed
CMBA
614
C.M. Bidwell & Associates
Hawaii
– -$324K -3,040 Closed
TU
615
TDAM USA
Ontario, Canada
– -$264K -2,473 Closed
SDJVC
616
St. Denis J. Villere & Co
Louisiana
– -$256K -2,400 Closed
AIP
617
Ameritas Investment Partners
Nebraska
– -$226K -2,123 Closed
FBFS
618
First Business Financial Services
Wisconsin
– -$224K -2,103 Closed
BB
619
Bell Bank
North Dakota
– -$218K -2,046 Closed
Mariner
620
Mariner
Kansas
– -$213K -2,001 Closed
AFG
621
Albion Financial Group
Utah
– -$213K -2,000 Closed
CI
622
Constellation Investments
Ohio
– -$213K -2,000 Closed
HCMNY
623
Howard Capital Management (New York)
New York
– -$213K -2,000 Closed
KCM
624
Kanawha Capital Management
Virginia
– -$213K -2,000 Closed
MCM
625
McRae Capital Management
New Jersey
– -$213K -2,000 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.