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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
NFC
626
Northeast Financial Consultants
Connecticut
– -$213K -2,000 Closed
SEC
627
Seven Eight Capital
New York
– -$213K -2,000 Closed
WGCA
628
Wolf Group Capital Advisors
Virginia
– -$212K -1,985 Closed
RPA
629
Rock Point Advisors
Vermont
– -$209K -1,962 Closed
BSW
630
Buckingham Strategic Wealth
Missouri
– -$204K -1,917 Closed
VNA
631
VNBTrust National Association
Virginia
– -$202K -1,903 Closed
BCM
632
Bluefin Capital Management
New York
– -$200K -1,500 Closed
BRWA
633
B. Riley Wealth Advisors
Florida
– -$131K -1,225 Closed
MBT
634
Monroe Bank & Trust
Michigan
– -$74K -700 Closed
TWM
635
Torch Wealth Management
Ohio
– -$71K -670 Closed
SSG
636
Summit Securities Group
New York
– -$32K -300 Closed
TC
637
TradeLink Capital
Illinois
– -$32K -300 Closed
RI
638
Redwood Investments
Massachusetts
– -$22K -207 Closed
OIA
639
Optimum Investment Advisors
Illinois
– -$21K -200 Closed
BBHC
640
Brown Brothers Harriman & Co
New York
– -$16K -150 Closed
PAS
641
Partnervest Advisory Services
California
– -$13K -125 Closed
WAM
642
Wolverine Asset Management
Illinois
– -$10K -100 Closed
PI
643
PineBridge Investments
New York
– -$9K -85 Closed
WTB
644
Washington Trust Bank
Washington
– -$8.52K -83 -99%
DBT
645
Dubuque Bank & Trust
Iowa
– -$9K -82 Closed
CFA
646
Camarda Financial Advisors
Florida
– -$7K -64 Closed
TIM
647
Tortoise Investment Management
New York
– -$1K -10 Closed
AAM
648
American Asset Management
Florida
– +$410 +4 New
MFBTD
649
MB Financial Bank - Trust Department
Illinois
– +$410 +4 New
22 23 24 25
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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.