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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
JFA
651
JNBA Financial Advisors
Minnesota
$2K
QAM
652
QCI Asset Management
New York
$2K
WCM
653
Wealthcare Capital Management
Virginia
$2K
WAS
654
Winch Advisory Services
Wisconsin
$2K
NMIS
655
Northwestern Mutual Investment Services
Wisconsin
$2K +$2.34K +21 New
RWM
656
Rezny Wealth Management
Florida
$2K +$2.68K +24 New
LNB
657
Ledyard National Bank
$1K -$10.6K -95 -94%
AP
658
Atwood & Palmer
Missouri
$1K
BCFS
659
Butensky & Cohen Financial Security
Florida
$1K
SNT
660
Security National Trust
West Virginia
$1K
TWA
661
TCI Wealth Advisors
Arizona
$1K
VIA
662
Vantage Investment Advisors
Pennsylvania
$1K
DA
663
Dunvegan Associates
California
$1K +$557 +5 New
CFN
664
Cordasco Financial Network
Florida
$1K +$780 +7 +350%
KF
665
Krilogy Financial
Missouri
$1K +$1.11K +10 New
PG
666
Patten Group
Tennessee
$912
N
667
Nuveen
North Carolina
$788 -$7.14K -64 -0.9%
FCCM
668
First City Capital Management
Georgia
$229
KKRC
669
Kohlberg Kravis Roberts & Co
New York
-$1.03B -9,531,868 Closed
SCM
670
Suvretta Capital Management
New York
-$33.1M -305,100 Closed
YCMGA
671
York Capital Management Global Advisors
New York
-$16.3M -150,541 Closed
ARC
672
Absolute Return Capital
Massachusetts
-$10.4M -95,756 Closed
IG
673
ING Group
Netherlands
-$8.42M -77,655 Closed
OTPPB
674
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$6.21M -57,239 Closed
BSA
675
Braun Stacey Associates
New York
-$3.48M -32,112 Closed

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.