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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
HF
651
Hoxton Financial
West Virginia
$27K
FNBSF
652
First National Bank Sioux Falls
South Dakota
$26K
PFSC
653
Peoples Financial Services Corp
Pennsylvania
$26K
PHK
654
Point72 Hong Kong
Hong Kong
$26K +$12.6K +100 +100%
AIM
655
Acrospire Investment Management
Illinois
$26K +$25.2K +200 New
WEC
656
Winslow Evans & Crocker
Massachusetts
$25.1K -$5.42K -43 -18%
MWM
657
MinichMacGregor Wealth Management
New York
$23K +$8.95K +71 +65%
DLHL
658
Donald L. Hagan LLC
Florida
$22K +$21.7K +172 New
BAM
659
Bruderman Asset Management
New York
$20K
VCM
660
Versant Capital Management
Arizona
$20K +$2.65K +21 +15%
SMG
661
Spectrum Management Group
Indiana
$19K
CGT
662
Capital Guardian Trust
California
$19K +$630 +5 +4%
GAM
663
Gemmer Asset Management
California
$18K
AAC
664
Asset Advisors Corp
Georgia
$17K
CG
665
Cutler Group
California
$17K +$16.9K +134 New
AssetMark Inc
666
AssetMark Inc
California
$16K +$6.93K +55 +76%
AIM
667
Anchor Investment Management
South Carolina
$13.8K +$13.4K +106 New
ZB
668
Zions Bancorporation
Utah
$12K -$15.6K -124 -57%
MA
669
MCF Advisors
Kentucky
$11K -$25.2K -200 -71%
KT
670
Kanaly Trust
Texas
$11K -$4.03K -32 -28%
LJHT
671
Laurie J. Hall Trustee
$10K -$7.18K -57 -41%
KA
672
Klingman & Associates
New York
$9K
Carson Wealth (CWM LLC)
673
Carson Wealth (CWM LLC)
Nebraska
$8K +$2.9K +23 +64%
JFA
674
JNBA Financial Advisors
Minnesota
$8K +$5.55K +44 +210%
CBT
675
Central Bank & Trust
Kentucky
$7K

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.