J.M. Smucker
SJM
799 hedge funds and large institutions have $11B invested in J.M. Smucker in 2017 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 231 increasing their positions, 291 reducing their positions, and 67 closing their positions.
150% more funds holding in top 10
Funds holding in top 10: 6 → 15 (+9)
100% more first-time investments, than exits
New positions opened: 134 | Existing positions closed: 67
37% more call options, than puts
Call options by funds: $105M | Put options by funds: $76.2M
21% more capital invested
Capital invested by funds: $9.09B → $11B (+$1.89B)
8% more funds holding
Funds holding: 738 → 799 (+61)
1.58% more ownership
Funds ownership: 76.22% → 77.8% (+1.6%)
21% less repeat investments, than reductions
Existing positions increased: 231 | Existing positions reduced: 291
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$169M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
+$71.5M |
| 3 |
NI
Numeric Investors
Boston,
Massachusetts
|
+$54.9M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$52.9M |
| 5 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
+$40.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$130M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$70.6M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$38.1M |
| 4 |
Credit Agricole
Montrouge Cedex,
France
|
-$32.8M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$27.3M |
SJM Hedge Fund Activity: Q4 2017 in Review
799 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q4 2017, worth a combined $11B — up 21% from $9.09B a quarter earlier.
Buyers outnumbered sellers: 134 funds opened new SJM positions and 67 closed out — a net gain of 67 holders — while 231 added to existing stakes and 291 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $169M. The largest seller was Wells Fargo, cutting an estimated $130M.
- 799 institutional investors held J.M. Smucker (SJM) as of Q4 2017, up from 738 in Q3 2017.
- Funds reported $11B of J.M. Smucker stock for Q4 2017, up 21% quarter-over-quarter.
- 134 funds opened new J.M. Smucker positions in Q4 2017 and 67 closed out, a net change of +67 holders.
- The largest J.M. Smucker buyer in Q4 2017 was Fidelity Investments, an estimated $169M added.
- The largest J.M. Smucker seller in Q4 2017 was Wells Fargo, an estimated $130M sold.
Based on aggregated 13F filings for Q4 2017.