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J.M. Smucker
SJM

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: 6 → 10 (+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: 861 → 881 (+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

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$176M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$85.4M
3
Millennium Management
Millennium Management
New York
+$60.7M
4
American Century Companies
American Century Companies
Missouri
+$52.9M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$41.6M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$96.5M
2
Victory Capital Management
Victory Capital Management
Texas
-$48.4M
3
AI
Ariel Investments
Illinois
-$37.5M
4
BlackRock
BlackRock
New York
-$34.4M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$30.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCB
676
Cutter & Co Brokerage
Missouri
$215K +$213K +1,562 New
ECG
677
Edge Capital Group
Georgia
$215K +$213K +1,566 New
EWM
678
Endurance Wealth Management
Rhode Island
$214K – – –
WANY
679
Wealthspire Advisors (New York)
New York
$214K +$136 +1 +0.1%
FAM
680
Fenimore Asset Management
New York
$210K +$208K +1,528 New
NG
681
Northstar Group
New York
$210K +$208K +1,529 New
CGL
682
Clarius Group LLC
Washington
$208K +$206K +1,512 New
PWMG
683
Prestige Wealth Management Group
New Jersey
$207K +$15.8K +116 +8%
KWA
684
Kellett Wealth Advisors
Ohio
$207K +$187K +1,376 New
PAM
685
Peak Asset Management
Colorado
$206K +$204K +1,500 New
TFO
686
Tarbox Family Office
California
$205K – – –
ATPW
687
Ashton Thomas Private Wealth
Arizona
$204K -$581K -4,265 -74%
FT
688
Fiduciary Trust
Massachusetts
$201K +$199K +1,462 New
FF
689
FourThought Financial
Florida
$200K -$132K -972 -40%
H6H
690
Hightower 6M Holding
Kansas
$200K +$199K +1,457 New
Rockefeller Capital Management
691
Rockefeller Capital Management
New York
$195K -$316K -2,322 -62%
QCG
692
Quadrant Capital Group
Ohio
$195K +$32.3K +237 +20%
MAWCM
693
Mine & Arao Wealth Creation & Management
California
$187K +$1.09K +8 +0.6%
SWA
694
Sutton Wealth Advisors
Florida
$187K – – –
WT
695
Whittier Trust
California
$180K – – –
WI
696
Wahed Invest
New York
$161K +$6.54K +48 +4%
ALAM
697
Asahi Life Asset Management
Japan
$157K +$155K +1,140 New
WFA
698
Wipfli Financial Advisors
Wisconsin
$155K +$154K +1,127 New
CT
699
Caldwell Trust
Florida
$152K – – –
HBT
700
Hills Bank & Trust
Iowa
$151K – – –
26 27
28
29 30

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.