We are live on ! Find out more
SJM icon

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
HS
701
Horan Securities
United States
$150K +$681 +5 +0.5%
KC
702
Knuff & Co
California
$147K
JWM
703
Janiczek Wealth Management
Colorado
$145K -$136 -1 -0.1%
CF
704
Centaurus Financial
California
$142K +$681 +5 +0.5%
ME
705
McIlrath & Eck
Washington
$141K
APA
706
American Portfolios Advisors
New York
$126K +$1.09K +8 +0.9%
AA
707
AlphaMark Advisors
Kentucky
$124K +$273 +2 +0.2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
708
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$121K -$3.62M -26,535 -97%
PTC
709
Private Trust Company
Ohio
$119K -$273 -2 -0.2%
JEST
710
JTC Employer Solutions Trustee
Jersey
$118K
BTI
711
Blue Trust Inc
Georgia
$118K +$27.5K +202 +28%
Bank Julius Baer & Co
712
Bank Julius Baer & Co
Switzerland
$114K -$168K -1,235 -60%
PAI
713
Pittenger & Anderson Inc
Nebraska
$110K +$109K +800 New
TFM
714
TFC Financial Management
Massachusetts
$109K
PFBT
715
Parkside Financial Bank & Trust
Missouri
$108K +$7.9K +58 +8%
SIM
716
Sentry Investment Management
Wisconsin
$102K
IAS
717
IMA Advisory Services
Colorado
$101K
SC
718
Siena Capital
Ohio
$94K
BC
719
Barrett & Company
Rhode Island
$92K +$79.2K +581 New
CNBTD
720
Citizens National Bank Trust Department
Mississippi
$91K
MHR
721
Matthew Hamilton Rosenberg
$91K
BSB
722
Bangor Savings Bank
Maine
$85K
LWCFA
723
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$85K
TFA
724
Transamerica Financial Advisors
Florida
$85K +$6.27K +46 +8%
BBHC
725
Brown Brothers Harriman & Co
New York
$82K +$681 +5 +0.8%

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.