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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
MWP
676
MYCIO Wealth Partners
Pennsylvania
$7K +$6.05K +48 +1,200%
CAW
677
Cornerstone Advisors (Washington)
Washington
$6K
TWA
678
TCI Wealth Advisors
Arizona
$6K +$4.66K +37 +463%
LWM
679
LBA Wealth Management
Florida
$5K
TSU
680
TD Securities (USA)
New York
$4K
TCM
681
Tradewinds Capital Management
Washington
$4K
JWA
682
JFS Wealth Advisors
Pennsylvania
$4K +$126 +1 +3%
WA
683
WealthTrust-Arizona
Arizona
$3K -$16.5K -131 -83%
ADL
684
Asset Dedication LLC
California
$3K
CAL
685
Capital Advisors Ltd
Ohio
$3K
FMII
686
Farmers & Merchants Investments Inc
Nebraska
$3K
QAM
687
QCI Asset Management
New York
$3K
PCP
688
Proficio Capital Partners
Massachusetts
$3K +$504 +4 +22%
AP
689
Atwood & Palmer
Missouri
$2K
GWS
690
Glassman Wealth Services
Virginia
$2K
PO
691
Private Ocean
California
$2K
SNT
692
Security National Trust
West Virginia
$2K
WCM
693
Wealthcare Capital Management
Virginia
$2K
WAS
694
Winch Advisory Services
Wisconsin
$2K
AIS
695
Accurate Investment Solutions
Pennsylvania
$2K +$126 +1 +7%
PG
696
Patten Group
Tennessee
$1.04K
GI
697
Gradient Investments
Minnesota
$1K -$12.6K -100 -96%
UFA
698
US Financial Advisors
Massachusetts
$1K -$2.9K -23 -77%
CFN
699
Cordasco Financial Network
Florida
$1K -$252 -2 -22%
HR
700
Howe & Rusling
New York
$1K

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.