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J.M. Smucker
SJM

805 hedge funds and large institutions have $11.3B invested in J.M. Smucker in 2017 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 265 increasing their positions, 291 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 52

45% more funds holding in top 10

Funds holding in top 10: 11 → 16 (+5)

38% more call options, than puts

Call options by funds: $104M | Put options by funds: $75.3M

5% more funds holding

Funds holding: 764 → 805 (+41)

0% less capital invested

Capital invested by funds: $11.3B → $11.3B (-$547K)

9% less repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 291

1.61% less ownership

Funds ownership: 75.67% → 74.05% (-1.6%)

Holders
805
Holders Change
+41
Holders Change %
+5.37%
% of All Funds
20.04%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.4%
New
102
Increased
265
Reduced
291
Closed
52
Calls
$104M
Puts
$75.3M
Net Calls
+$28.9M
Net Calls Change
+$31.9M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$996M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$90.3M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$57.2M
4
SCP
Seizert Capital Partners
Michigan
+$52.9M
5
BG
Bahl & Gaynor
Ohio
+$48.2M

Top Sellers

Rank Fund Capital Flow
1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$120M
2
Invesco
Invesco
Georgia
-$94.5M
3
EIP
Epoch Investment Partners
New York
-$81.5M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$77.2M
5
PI
Putnam Investments
Massachusetts
-$58.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
651
Prelude Capital Management
New York
$190K +$131K +966 +200%
TCOV
652
Trust Company of Vermont
Vermont
$189K – – –
SBL
653
Sargent Bickham Lagudis
Colorado
$174K +$4.62K +34 +3%
FWM
654
Focused Wealth Management
New York
$171K – – –
NAMA
655
Nikko Asset Management Americas
New York
$170K – – –
SC
656
SRB Corp
Massachusetts
$166K -$11.1K -82 -6%
SWA
657
Sutton Wealth Advisors
Florida
$146K – – –
PAM
658
Paradigm Asset Management
New York
$144K +$150K +1,100 New
EDRH
659
Edmond de Rothschild Holding
Switzerland
$134K – – –
EWM
660
Endurance Wealth Management
Rhode Island
$133K – – –
Lazard Asset Management
661
Lazard Asset Management
New York
$131K – – –
BBHC
662
Brown Brothers Harriman & Co
New York
$130K -$7.88K -58 -6%
AIM
663
Advantage Investment Management
Iowa
$130K – – –
HCA
664
Harbour Capital Advisors
Virginia
$126K +$130K +960 New
ARMT
665
Amica Retiree Medical Trust
Rhode Island
$118K – – –
SPIA
666
Steward Partners Investment Advisory
New York
$115K +$21.6K +159 +22%
ACM
667
AUA Capital Management
Pennsylvania
$105K – – –
SA
668
SpiderRock Advisors
Delaware
$105K – – –
Point72 Asset Management
669
Point72 Asset Management
Connecticut
$105K +$109K +800 New
TWMP
670
Taylor Wealth Management Partners
Massachusetts
$102K – – –
FIB
671
First Interstate Bank
Montana
$98K – – –
CHC
672
City Holding Co
West Virginia
$95K – – –
MBT
673
Monroe Bank & Trust
Michigan
$92K – – –
PK
674
Pflug Koory
Nebraska
$92K – – –
PA
675
Parallel Advisors
California
$92K +$21.3K +157 +27%
25 26
27
28 29

SJM Hedge Fund Activity: Q1 2017 in Review

805 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q1 2017, worth a combined $11.3B — down 0% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new SJM positions and 52 closed out — a net gain of 50 holders — while 265 added to existing stakes and 291 trimmed.

The largest buyer was BlackRock, adding an estimated $996M. The largest seller was Massachusetts Financial Services, cutting an estimated $120M.

  • 805 institutional investors held J.M. Smucker (SJM) as of Q1 2017, up from 764 in Q4 2016.
  • Funds reported $11.3B of J.M. Smucker stock for Q1 2017, down 0% quarter-over-quarter.
  • 102 funds opened new J.M. Smucker positions in Q1 2017 and 52 closed out, a net change of +50 holders.
  • The largest J.M. Smucker buyer in Q1 2017 was BlackRock, an estimated $996M added.
  • The largest J.M. Smucker seller in Q1 2017 was Massachusetts Financial Services, an estimated $120M sold.

Based on aggregated 13F filings for Q1 2017.