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J.M. Smucker

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: 610 (+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: 861881 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
TAIM
651
TD Ameritrade Investment Management
Nebraska
$230K +$228K +1,673 New
EWM
652
Empirical Wealth Management
Washington
$229K +$227K +1,664 New
WFI
653
West Family Investments
California
$229K +$228K +1,670 New
SCM
654
Stevens Capital Management
Pennsylvania
$228K +$226K +1,662 New
HWMG
655
Hurlow Wealth Management Group
Indiana
$227K -$5.45K -40 -2%
FCA
656
FinTrust Capital Advisors
South Carolina
$226K -$30K -220 -12%
TCOT
657
Trust Company of Toledo
Ohio
$226K
CT
658
Clearstead Trust
Maine
$224K +$223K +1,633 New
MAM
659
Meeder Asset Management
Ohio
$223K -$954 -7 -0.4%
SFG
660
SevenBridge Financial Group
Pennsylvania
$223K +$221K +1,622 New
CWM
661
CIBC World Markets
New York
$222K -$811K -5,954 -79%
E
662
Ergoteles
New York
$221K -$2.71M -19,889 -93%
NSAM
663
North Star Asset Management
Wisconsin
$221K -$4.91K -36 -2%
ATC
664
Adirondack Trust Company
New York
$221K
MGP
665
Metis Global Partners
California
$220K -$3.95K -29 -2%
ST
666
Smithfield Trust
Pennsylvania
$220K
VCM
667
Vigilant Capital Management
Maine
$220K
MFG
668
Merit Financial Group
Georgia
$219K -$109K -799 -33%
KFS
669
Kurt F. Somerville
$219K
TC
670
Trilogy Capital
California
$219K +$217K +1,594 New
PSC
671
Prentiss Smith & Co
Vermont
$218K
LC
672
LCNB Corp
Ohio
$217K
MHS
673
M Holdings Securities
Oregon
$217K
KFGK
674
Keystone Financial Group (Kentucky)
Kentucky
$217K +$215K +1,577 New
PIP
675
Permian Investment Partners
Texas
$216K +$214K +1,572 New

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.