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J.M. Smucker

677 hedge funds and large institutions have $10.3B invested in J.M. Smucker in 2015 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 249 increasing their positions, 186 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 39

100% more funds holding in top 10

Funds holding in top 10: 1020 (+10)

38% more call options, than puts

Call options by funds: $33.6M | Put options by funds: $24.3M

34% more repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 186

7% more capital invested

Capital invested by funds: $9.63B → $10.3B (+$703M)

7% more funds holding

Funds holding: 633677 (+44)

1.68% more ownership

Funds ownership: 74.27%75.95% (+1.7%)

Holders
677
Holders Change
+44
Holders Change %
+6.95%
% of All Funds
18.9%
Holding in Top 10
20
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+100%
% of All Funds
0.56%
New
89
Increased
249
Reduced
186
Closed
39
Calls
$33.6M
Puts
$24.3M
Net Calls
+$9.28M
Net Calls Change
+$28M
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
601
WhitTier Trust Company
Nevada
$34K
AF
602
Allworth Financial
California
$32K
S
603
SignatureFD
Georgia
$32K +$6.47K +58 +26%
DLHL
604
Donald L. Hagan LLC
Florida
$32K +$31.1K +279 New
AA
605
AlphaMark Advisors
Kentucky
$31K -$4.24K -38 -12%
AIM
606
Advantage Investment Management
Iowa
$31K
JIC
607
Joel Isaacson & Co
New York
$31K
MCM
608
MV Capital Management
Maryland
$31K
BWA
609
Burt Wealth Advisors
Maryland
$30K
BKA
610
Brick & Kyle Associates
Pennsylvania
$29K
ARMC
611
American Research & Management Company
Massachusetts
$27K
IWMPD
612
Integrated Wealth Management (Palm Desert)
California
$27K
HF
613
Hoxton Financial
West Virginia
$23K
PFSC
614
Peoples Financial Services Corp
Pennsylvania
$23K
FNBSF
615
First National Bank Sioux Falls
South Dakota
$23K +$22.3K +200 New
WEC
616
Winslow Evans & Crocker
Massachusetts
$20.8K +$3.79K +34 +23%
TWMP
617
Taylor Wealth Management Partners
Massachusetts
$20K -$19.5K -175 -50%
HMS
618
Hanseatic Management Services
New Mexico
$18K
WA
619
WealthTrust-Arizona
Arizona
$18K +$111 +1 +0.6%
SSB
620
Sandy Spring Bank
Maryland
$17K -$8.25K -74 -34%
SMG
621
Spectrum Management Group
Indiana
$17K +$16.7K +150 New
GAM
622
Gemmer Asset Management
California
$16K
CGT
623
Capital Guardian Trust
California
$16K +$446 +4 +3%
AAC
624
Asset Advisors Corp
Georgia
$15K
RIA
625
Regal Investment Advisors
Michigan
$15K +$9.48K +85 +170%

SJM Hedge Fund Activity: Q3 2015 in Review

677 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q3 2015, worth a combined $10.3B — up 7.3% from $9.63B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new SJM positions and 39 closed out — a net gain of 50 holders — while 249 added to existing stakes and 186 trimmed.

The largest buyer was Sculptor Capital, opening a new position worth an estimated $308M. The largest seller was Kohlberg Kravis Roberts & Co, exiting entirely with an estimated $1.03B sold.

  • 677 institutional investors held J.M. Smucker (SJM) as of Q3 2015, up from 633 in Q2 2015.
  • Funds reported $10.3B of J.M. Smucker stock for Q3 2015, up 7.3% quarter-over-quarter.
  • 89 funds opened new J.M. Smucker positions in Q3 2015 and 39 closed out, a net change of +50 holders.
  • The largest J.M. Smucker buyer in Q3 2015 was Sculptor Capital, an estimated $308M added.
  • The largest J.M. Smucker seller in Q3 2015 was Kohlberg Kravis Roberts & Co, an estimated $1.03B sold.

Based on aggregated 13F filings for Q3 2015.