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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
GS
676
GAM Systematic
United Kingdom
-$2.26M -20,849 Closed
MAM
677
Martingale Asset Management
Massachusetts
-$2.07M -19,126 Closed
AI
678
Analytic Investors
California
-$1.75M -16,100 Closed
GCP
679
GSA Capital Partners
United Kingdom
-$1.59M -14,626 Closed
EGM
680
Engineers Gate Manager
New York
-$1.5M -13,800 Closed
BKBG
681
BHF Kleinwort Benson Group
Belgium
-$1.26M -11,596 Closed
VFS
682
VSR Financial Services
Kansas
-$668K -6,166 Closed
SWP
683
Stratos Wealth Partners
Ohio
-$583K -5,380 Closed
QAM
684
Quantres Asset Management
Cayman Islands
-$444K -4,100 Closed
PAM
685
Princeton Alpha Management
New Jersey
-$428K -3,949 Closed
AI
686
Atria Investments
North Carolina
-$421K -3,879 Closed
LP
687
LMR Partners
United Kingdom
-$381K -3,518 Closed
SLAM
688
Swiss Life Asset Management
-$334K -3,080 Closed
KA
689
KLCM Advisors
Wisconsin
-$248K -2,286 Closed
AIM
690
Assured Investment Management
New York
-$232K -2,144 Closed
USGIU
691
U.S. Global Investors (USGI)
Texas
-$228K -2,100 Closed
HCMNY
692
Howard Capital Management (New York)
New York
-$217K -2,000 Closed
MCM
693
McRae Capital Management
New Jersey
-$217K -2,000 Closed
11A
694
10-15 Associates
New York
-$212K -1,963 Closed
SKK
695
Shepherd Kaplan Krochuk
Massachusetts
-$206K -1,900 Closed
MC
696
Mathes Company
New York
-$201K -1,857 Closed
ECM
697
Element Capital Management
New York
-$195K -1,800 Closed
FNYS
698
First New York Securities
New York
-$152K -1,399 Closed
SC
699
SRB Corp
Massachusetts
-$131K -1,204 Closed
Simplex Trading
700
Simplex Trading
Illinois
-$92.8K -832 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.