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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
FQ
626
First Quadrant
California
$13K
BCM
627
Brookstone Capital Management
Illinois
$12K
GI
628
Gradient Investments
Minnesota
$12K
KCM
629
Karp Capital Management
California
$12K
KTC
630
Kistler-Tiffany Companies
Pennsylvania
$11K -$14.3K -128 -56%
GXMC
631
Global X Management Company
New York
$11K -$892 -8 -8%
CFS
632
Commonwealth Financial Services
West Virginia
$11K
ZB
633
Zions Bancorporation
Utah
$11K +$10.4K +93 New
MGIA
634
Moneta Group Investment Advisors
Missouri
$10K +$9.59K +86 New
GWM
635
Gupta Wealth Management
California
$8K -$111 -1 -1%
TSU
636
TD Securities (USA)
New York
$7K -$4.37M -39,193 -100%
KA
637
Klingman & Associates
New York
$7K
CBT
638
Central Bank & Trust
Kentucky
$6K
VIA
639
Vident Investment Advisory
Georgia
$5K -$25.2K -226 -83%
CAW
640
Cornerstone Advisors (Washington)
Washington
$5K
TCM
641
Tradewinds Capital Management
Washington
$4K
Carson Wealth (CWM LLC)
642
Carson Wealth (CWM LLC)
Nebraska
$4K +$4.01K +36 New
P
643
Palladiem
Pennsylvania
$3K -$8.03K -72 -77%
CAL
644
Capital Advisors Ltd
Ohio
$3K
CFSG
645
Community Financial Services Group
Vermont
$3K
FMII
646
Farmers & Merchants Investments Inc
Nebraska
$3K
UFA
647
US Financial Advisors
Massachusetts
$3K
JWA
648
JFS Wealth Advisors
Pennsylvania
$3K +$557 +5 +25%
LFR
649
Lehman Financial Resources
Pennsylvania
$3K +$3.01K +27 New
GWS
650
Glassman Wealth Services
Virginia
$2K

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.