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J.M. Smucker

712 hedge funds and large institutions have $11.1B invested in J.M. Smucker in 2016 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 246 increasing their positions, 252 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $21.5M | Put options by funds: $17.4M

22% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 60

1% more funds holding

Funds holding: 706712 (+6)

0.68% more ownership

Funds ownership: 74.91%75.58% (+0.68%)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

1% less capital invested

Capital invested by funds: $11.3B → $11.1B (-$124M)

2% less repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 252

Holders
712
Holders Change
+6
Holders Change %
+0.85%
% of All Funds
18.97%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.43%
New
73
Increased
246
Reduced
252
Closed
60
Calls
$21.5M
Puts
$17.4M
Net Calls
+$4.06M
Net Calls Change
-$3.15M
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
626
Plante Moran Financial Advisors
Michigan
$56K
NC
627
NewSquare Capital
Pennsylvania
$52K
ECM
628
Estabrook Capital Management
New York
$51.9K
GCM
629
Grisanti Capital Management
New York
$51K
FAM
630
Formidable Asset Management
Ohio
$50K -$2.02K -16 -4%
SBL
631
Sargent Bickham Lagudis
Colorado
$48K +$60K +476 New
MA
632
MUFG Americas
New York
$44K
HCM
633
Highlander Capital Management
New Jersey
$42K
S
634
SignatureFD
Georgia
$41K +$6.3K +50 +19%
M
635
MOTCO
Texas
$40K -$1.01K -8 -3%
OSNBOA
636
Old Second National Bank of Aurora
Illinois
$39K -$10.1K -80 -21%
WTC
637
WhitTier Trust Company
Nevada
$39K
AWMS
638
Advocacy Wealth Management Services
Georgia
$39K +$37.8K +300 New
AF
639
Allworth Financial
California
$36K
BWA
640
Burt Wealth Advisors
Maryland
$36K
JIC
641
Joel Isaacson & Co
New York
$36K
MCM
642
MV Capital Management
Maryland
$36K
AIM
643
Advantage Investment Management
Iowa
$35K
SSB
644
Sandy Spring Bank
Maryland
$34K -$12.6K -100 -28%
AA
645
AlphaMark Advisors
Kentucky
$33K -$2.65K -21 -8%
BKA
646
Brick & Kyle Associates
Pennsylvania
$33K
MFT
647
Moisand Fitzgerald Tamayo
Florida
$33K
ARMC
648
American Research & Management Company
Massachusetts
$31K
IWMPD
649
Integrated Wealth Management (Palm Desert)
California
$30K +$126 +1 +0.4%
Royal London Asset Management
650
Royal London Asset Management
United Kingdom
$28K +$458M +3,630,390 +8,769%

SJM Hedge Fund Activity: Q1 2016 in Review

712 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q1 2016, worth a combined $11.1B — down 1.1% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new SJM positions and 60 closed out — a net gain of 13 holders — while 246 added to existing stakes and 252 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $458M. The largest seller was Senator Investment Group, exiting entirely with an estimated $123M sold.

  • 712 institutional investors held J.M. Smucker (SJM) as of Q1 2016, up from 706 in Q4 2015.
  • Funds reported $11.1B of J.M. Smucker stock for Q1 2016, down 1.1% quarter-over-quarter.
  • 73 funds opened new J.M. Smucker positions in Q1 2016 and 60 closed out, a net change of +13 holders.
  • The largest J.M. Smucker buyer in Q1 2016 was Royal London Asset Management, an estimated $458M added.
  • The largest J.M. Smucker seller in Q1 2016 was Senator Investment Group, an estimated $123M sold.

Based on aggregated 13F filings for Q1 2016.