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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
OC
601
Oppenheimer & Co
New York
$278K -$15.3K -112 -5%
FCI
602
Financial Counselors Inc
Kansas
$278K
HI
603
Harbour Investments
Wisconsin
$278K
MWM
604
Mission Wealth Management
California
$278K +$1.09K +8 +0.4%
SC
605
Savant Capital
Illinois
$278K +$14.3K +105 +5%
HH
606
Hilltop Holdings
Texas
$276K
BRWA
607
B. Riley Wealth Advisors
Florida
$276K +$8.04K +59 +3%
NFC
608
Northeast Financial Consultants
Connecticut
$275K
RA
609
RFG Advisory
Alabama
$275K +$136 +1 +0.1%
BDA
610
Borer Denton & Associates
Pennsylvania
$275K
LDB
611
Lee, Danner & Bass
Tennessee
$273K
SAM
612
Shell Asset Management
Netherlands
$273K
JWCA
613
J.W. Cole Advisors
Florida
$273K +$1.5K +11 +0.6%
GIA
614
Gateway Investment Advisers
Ohio
$272K -$57.4K -421 -18%
UCFA
615
United Capital Financial Advisors
Texas
$272K -$44.7K -328 -14%
CI Investments Inc
616
CI Investments Inc
Ontario, Canada
$271K -$15.4K -113 -5%
BAM
617
Belpointe Asset Management
Nevada
$268K +$46.9K +344 +21%
Lido Advisors
618
Lido Advisors
California
$267K -$1.12M -8,226 -81%
MAM
619
MMA Asset Management
Pennsylvania
$265K -$18.1K -133 -6%
IC
620
IEQ Capital
California
$263K +$261K +1,917 New
BRA
621
Biechele Royce Advisors
Indiana
$263K +$261K +1,919 New
GG
622
Gleason Group
Kentucky
$260K +$24.7K +181 +11%
ASC
623
Atalanta Sosnoff Capital
New York
$260K +$257K +1,889 New
1IA
624
1834 Investment Advisors
Wisconsin
$257K -$382K -2,803 -60%
JWCA
625
J.W. Coons Advisors
Ohio
$257K +$255K +1,872 New

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.