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J.M. Smucker

633 hedge funds and large institutions have $9.63B invested in J.M. Smucker in 2015 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 196 increasing their positions, 238 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 49

0% more funds holding

Funds holding: 630633 (+3)

0.33% more ownership

Funds ownership: 73.95%74.27% (+0.33%)

6% less capital invested

Capital invested by funds: $10.2B → $9.63B (-$625M)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

18% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 238

40% less call options, than puts

Call options by funds: $27.8M | Put options by funds: $46.6M

Holders
633
Holders Change
+3
Holders Change %
+0.48%
% of All Funds
17.05%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.27%
New
61
Increased
196
Reduced
238
Closed
49
Calls
$27.8M
Puts
$46.6M
Net Calls
-$18.8M
Net Calls Change
-$19.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BF
651
BOK Financial
Oklahoma
-$274K -2,366 Closed
VCM
652
Violich Capital Management
California
-$266K -2,298 Closed
MSS
653
Mitchell Sinkler & Starr
Pennsylvania
-$246K -2,123 Closed
TAM
654
Tocqueville Asset Management
New York
-$231K -2,000 Closed
SSWM
655
Smith Salley Wealth Management
North Carolina
-$209K -1,809 Closed
SRAM
656
Stone Ridge Asset Management
New York
-$208K -1,800 Closed
ITIM
657
Indiana Trust & Investment Management
Indiana
-$208K -1,795 Closed
VNA
658
VNBTrust National Association
Virginia
-$207K -1,790 Closed
MWP
659
Moller Wealth Partners
-$206K -1,781 Closed
Bank of Nova Scotia
660
Bank of Nova Scotia
Ontario, Canada
-$203K -1,754 Closed
CTA
661
Colonial Trust Advisors
South Carolina
-$203K -1,750 Closed
SC
662
SouthState Corp
Florida
-$203K -1,750 Closed
NRS
663
Neville Rodie & Shaw
New York
-$201K -1,738 Closed
PCM
664
Parsons Capital Management
Rhode Island
-$69K -600 Closed
TNB
665
Thomasville National Bank
Georgia
-$25K -217 Closed
ZB
666
Zions Bancorporation
Utah
-$19K -163 Closed
1832 Asset Management
667
1832 Asset Management
Ontario, Canada
-$12K -100 Closed
WCMN
668
Westchester Capital Management (Nebraska)
Nebraska
-$8K -71 Closed
BBHC
669
Brown Brothers Harriman & Co
New York
-$5K -44 Closed
WP
670
WealthPLAN Partners
Nebraska
-$4K -34 Closed
FA
671
Financial Advantage
Maryland
-$4K -32 Closed
HI
672
Hudock Inc
Pennsylvania
-$3K -24 Closed
RAM
673
Riggs Asset Management
Pennsylvania
-$3K -23 Closed
IPC
674
Independent Portfolio Consultants
Florida
-$2K -15 Closed
WIC
675
Woodmont Investment Counsel
Tennessee
+$231 +2 New

SJM Hedge Fund Activity: Q2 2015 in Review

633 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2015, worth a combined $9.63B — down 6.1% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new SJM positions and 49 closed out — a net gain of 12 holders — while 196 added to existing stakes and 238 trimmed.

The largest buyer was Vanguard Group, adding an estimated $101M. The largest seller was York Capital Management Global Advisors, cutting an estimated $119M.

  • 633 institutional investors held J.M. Smucker (SJM) as of Q2 2015, up from 630 in Q1 2015.
  • Funds reported $9.63B of J.M. Smucker stock for Q2 2015, down 6.1% quarter-over-quarter.
  • 61 funds opened new J.M. Smucker positions in Q2 2015 and 49 closed out, a net change of +12 holders.
  • The largest J.M. Smucker buyer in Q2 2015 was Vanguard Group, an estimated $101M added.
  • The largest J.M. Smucker seller in Q2 2015 was York Capital Management Global Advisors, an estimated $119M sold.

Based on aggregated 13F filings for Q2 2015.