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J.M. Smucker
SJM

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: 6 → 10 (+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: 861 → 881 (+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

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$176M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$85.4M
3
Millennium Management
Millennium Management
New York
+$60.7M
4
American Century Companies
American Century Companies
Missouri
+$52.9M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$41.6M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$96.5M
2
Victory Capital Management
Victory Capital Management
Texas
-$48.4M
3
AI
Ariel Investments
Illinois
-$37.5M
4
BlackRock
BlackRock
New York
-$34.4M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$30.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
626
Ritholtz Wealth Management
New York
$253K +$251K +1,839 New
SB
627
Strategic Blueprint
Georgia
$252K -$954 -7 -0.4%
GWM
628
Gitterman Wealth Management
New Jersey
$252K +$545 +4 +0.2%
RIA
629
Realta Investment Advisors
Delaware
$251K +$3.68K +27 +1%
HAS
630
HBW Advisory Services
California
$250K -$26K -191 -9%
MMA
631
Miracle Mile Advisors
California
$250K +$954 +7 +0.4%
CC
632
Courier Capital
New York
$249K +$409 +3 +0.2%
LNWWM
633
Laird Norton Wetherby Wealth Management
California
$249K +$15.8K +116 +7%
PAM
634
Paradigm Asset Management
New York
$247K -$27.3K -200 -10%
CIC
635
Cornercap Investment Counsel
Georgia
$246K +$3.54K +26 +1%
IGWM
636
ICA Group Wealth Management
Colorado
$246K +$244K +1,790 New
ASN
637
Advisory Services Network
Georgia
$244K -$73K -536 -23%
MWP
638
Moller Wealth Partners
$244K – – –
AIA
639
Affinity Investment Advisors
California
$243K – – –
FNBT
640
FineMark National Bank & Trust
Florida
$241K -$13.6K -100 -5%
KA
641
Klingman & Associates
New York
$239K -$273 -2 -0.1%
CIAS
642
Capital Investment Advisory Services
North Carolina
$239K +$237K +1,736 New
SA
643
SL Advisors
New Jersey
$238K – – –
ICG
644
InterOcean Capital Group
Tennessee
$237K +$235K +1,723 New
CCP
645
Corient Capital Partners
California
$235K – – –
CRB
646
Chad R. Baker
$234K – – –
SA
647
Syntax Advisors
New York
$231K -$3.27K -24 -1%
VCG
648
Vantage Consulting Group
Virginia
$231K -$3.27K -24 -1%
SA
649
SRH Advisors
Kansas
$231K – – –
MM
650
MQS Management
New York
$230K -$515K -3,783 -69%
24 25
26
27 28

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.