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J.M. Smucker

633 hedge funds and large institutions have $9.63B invested in J.M. Smucker in 2015 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 196 increasing their positions, 238 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 49

0% more funds holding

Funds holding: 630633 (+3)

0.33% more ownership

Funds ownership: 73.95%74.27% (+0.33%)

6% less capital invested

Capital invested by funds: $10.2B → $9.63B (-$625M)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

18% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 238

40% less call options, than puts

Call options by funds: $27.8M | Put options by funds: $46.6M

Holders
633
Holders Change
+3
Holders Change %
+0.48%
% of All Funds
17.05%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.27%
New
61
Increased
196
Reduced
238
Closed
49
Calls
$27.8M
Puts
$46.6M
Net Calls
-$18.8M
Net Calls Change
-$19.2M
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
601
Regal Investment Advisors
Michigan
$5K
LWM
602
LBA Wealth Management
Florida
$4K
CFSG
603
Community Financial Services Group
Vermont
$3K -$1.16K -10 -25%
FMII
604
Farmers & Merchants Investments Inc
Nebraska
$3K
TCM
605
Tradewinds Capital Management
Washington
$3K
UFA
606
US Financial Advisors
Massachusetts
$3K +$810 +7 +30%
CAL
607
Capital Advisors Ltd
Ohio
$3K +$2.89K +25 New
WCM
608
Wealthcare Capital Management
Virginia
$2K -$17.8K -154 -91%
TRCT
609
Tower Research Capital (TRC)
New York
$2K -$9.03K -78 -78%
QAM
610
QCI Asset Management
New York
$2K -$1.74K -15 -43%
GWS
611
Glassman Wealth Services
Virginia
$2K
JWA
612
JFS Wealth Advisors
Pennsylvania
$2K
JFA
613
JNBA Financial Advisors
Minnesota
$2K
WAS
614
Winch Advisory Services
Wisconsin
$2K
TWA
615
TCI Wealth Advisors
Arizona
$1K -$23.1K -200 -96%
VIA
616
Vantage Investment Advisors
Pennsylvania
$1K -$1.04K -9 -47%
AP
617
Atwood & Palmer
Missouri
$1K
SNT
618
Security National Trust
West Virginia
$1K
FANJ
619
Financial Architects (New Jersey)
New Jersey
$1K +$810 +7 New
BCFS
620
Butensky & Cohen Financial Security
Florida
$1K +$1.5K +13 New
PG
621
Patten Group
Tennessee
$867 +$926 +8 New
N
622
Nuveen
North Carolina
$756
UB
623
UMB Bank
Missouri
$715 -$11.6K -100 -1%
AT
624
Arden Trust
Delaware
$315 +$19K +164 +6%
FCCM
625
First City Capital Management
Georgia
$217

SJM Hedge Fund Activity: Q2 2015 in Review

633 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2015, worth a combined $9.63B — down 6.1% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new SJM positions and 49 closed out — a net gain of 12 holders — while 196 added to existing stakes and 238 trimmed.

The largest buyer was Vanguard Group, adding an estimated $101M. The largest seller was York Capital Management Global Advisors, cutting an estimated $119M.

  • 633 institutional investors held J.M. Smucker (SJM) as of Q2 2015, up from 630 in Q1 2015.
  • Funds reported $9.63B of J.M. Smucker stock for Q2 2015, down 6.1% quarter-over-quarter.
  • 61 funds opened new J.M. Smucker positions in Q2 2015 and 49 closed out, a net change of +12 holders.
  • The largest J.M. Smucker buyer in Q2 2015 was Vanguard Group, an estimated $101M added.
  • The largest J.M. Smucker seller in Q2 2015 was York Capital Management Global Advisors, an estimated $119M sold.

Based on aggregated 13F filings for Q2 2015.