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J.M. Smucker
SJM

617 hedge funds and large institutions have $7.3B invested in J.M. Smucker in 2014 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 198 increasing their positions, 208 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 45

43% more call options, than puts

Call options by funds: $22.3M | Put options by funds: $15.5M

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

6% more capital invested

Capital invested by funds: $6.91B → $7.3B (+$390M)

3% more funds holding

Funds holding: 597 → 617 (+20)

2.45% more ownership

Funds ownership: 68.5% → 70.95% (+2.4%)

5% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 208

Holders
617
Holders Change
+20
Holders Change %
+3.35%
% of All Funds
16.45%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
75
Increased
198
Reduced
208
Closed
45
Calls
$22.3M
Puts
$15.5M
Net Calls
+$6.73M
Net Calls Change
+$8.48M

Top Buyers

Rank Fund Capital Flow
1
Nordea Investment Management
Nordea Investment Management
Sweden
+$84M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$70.6M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$32.2M
4
Goldman Sachs
Goldman Sachs
New York
+$27.7M
5
State Street
State Street
Massachusetts
+$25.6M

Top Sellers

Rank Fund Capital Flow
1
HEIP
Hudson Edge Investment Partners
New Jersey
-$24.8M
2
KCM
Kornitzer Capital Management
Kansas
-$21.7M
3
PIM
Perkins Investment Management
Illinois
-$20.1M
4
ARC
Absolute Return Capital
Massachusetts
-$19.2M
5
Renaissance Technologies
Renaissance Technologies
New York
-$19.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
601
Wealthcare Capital Management
Virginia
$2K +$1.22K +12 +300%
GWS
602
Glassman Wealth Services
Virginia
$2K +$1.62K +16 New
UFA
603
US Financial Advisors
Massachusetts
$2K +$2.33K +23 New
FTC
604
Farmers Trust Company
Ohio
$1.71K -$1.81M -17,868 -100%
VIA
605
Vantage Investment Advisors
Pennsylvania
$1K -$2.73K -27 -73%
SNT
606
Security National Trust
West Virginia
$1K – – –
WA
607
Waverly Advisors
Alabama
$1K – – –
DA
608
Dunvegan Associates
California
$1K +$507 +5 New
FCCM
609
First City Capital Management
Georgia
$202 – – –
KCM
610
Kornitzer Capital Management
Kansas
– -$21.7M -219,035 Closed
ARC
611
Absolute Return Capital
Massachusetts
– -$19.2M -193,572 Closed
BPM
612
Bronson Point Management
Connecticut
– -$18.5M -187,280 Closed
IIM
613
Ivory Investment Management
New York
– -$14.8M -149,693 Closed
BSA
614
Braun Stacey Associates
New York
– -$11.6M -117,253 Closed
RC
615
Randolph Company
Ohio
– -$5.96M -60,220 Closed
Two Sigma Investments
616
Two Sigma Investments
New York
– -$3.35M -33,808 Closed
HCM
617
Highbridge Capital Management
New York
– -$3.23M -32,606 Closed
NCCM
618
Nine Chapters Capital Management
New Jersey
– -$3.21M -32,400 Closed
RP
619
Realm Partners
New York
– -$2.18M -22,013 Closed
AC
620
Allstate Corporation
Illinois
– -$1.94M -19,626 Closed
AI
621
Analytic Investors
California
– -$1.49M -15,034 Closed
PP
622
Paloma Partners
Connecticut
– -$970K -9,803 Closed
SFP
623
Santa Fe Partners
New Mexico
– -$963K -9,729 Closed
UR
624
USCA RIA
Texas
– -$917K -9,266 Closed
OI
625
Oakbrook Investments
Illinois
– -$829K -8,375 Closed
23 24
25
26 27

SJM Hedge Fund Activity: Q4 2014 in Review

617 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q4 2014, worth a combined $7.3B — up 5.6% from $6.91B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new SJM positions and 45 closed out — a net gain of 30 holders — while 198 added to existing stakes and 208 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $84M. The largest seller was Hudson Edge Investment Partners, cutting an estimated $24.8M.

  • 617 institutional investors held J.M. Smucker (SJM) as of Q4 2014, up from 597 in Q3 2014.
  • Funds reported $7.3B of J.M. Smucker stock for Q4 2014, up 5.6% quarter-over-quarter.
  • 75 funds opened new J.M. Smucker positions in Q4 2014 and 45 closed out, a net change of +30 holders.
  • The largest J.M. Smucker buyer in Q4 2014 was Nordea Investment Management, an estimated $84M added.
  • The largest J.M. Smucker seller in Q4 2014 was Hudson Edge Investment Partners, an estimated $24.8M sold.

Based on aggregated 13F filings for Q4 2014.