We are live on ! Find out more
SJM icon

J.M. Smucker
SJM

597 hedge funds and large institutions have $6.91B invested in J.M. Smucker in 2014 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 208 increasing their positions, 205 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 205

0.46% less ownership

Funds ownership: 68.97% → 68.5% (-0.46%)

8% less call options, than puts

Call options by funds: $20.4M | Put options by funds: $22.1M

2% less funds holding

Funds holding: 609 → 597 (-12)

8% less capital invested

Capital invested by funds: $7.49B → $6.91B (-$573M)

15% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 55

50% less funds holding in top 10

Funds holding in top 10: 6 → 3 (-3)

Holders
597
Holders Change
-12
Holders Change %
-1.97%
% of All Funds
17.32%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
47
Increased
208
Reduced
205
Closed
55
Calls
$20.4M
Puts
$22.1M
Net Calls
-$1.76M
Net Calls Change
-$7.24M

Top Buyers

1
WHG
Westwood Holdings Group
Texas
+$48.4M
2
American Century Companies
American Century Companies
Missouri
+$37.4M
3
SIA
Sit Investment Associates
Minnesota
+$35.9M
4
SI
Scout Investments
Missouri
+$33.8M
5
AI
Ariel Investments
Illinois
+$27.1M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$88.6M
2
Fidelity International
Fidelity International
Bermuda
-$64.9M
3
JHIU
Janus Henderson Investors US
Colorado
-$48.4M
4
CC
Carlson Capital
Texas
-$43.2M
5
WG
Winton Group
United Kingdom
-$21.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
51
Morgan Stanley
New York
$30.4M +$3.39M +33,084 +12%
Retirement Systems of Alabama
52
Retirement Systems of Alabama
Alabama
$29.6M -$128K -1,250 -0.4%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$29.3M -$4.38M -42,652 -13%
AR
54
Advisory Research
Illinois
$28.9M -$683K -6,660 -2%
AQR Capital Management
55
AQR Capital Management
Connecticut
$28M -$17.9M -174,856 -38%
Massachusetts Financial Services
56
Massachusetts Financial Services
Massachusetts
$27.6M +$2.13M +20,778 +8%
GCM
57
Geneva Capital Management
Wisconsin
$27.3M -$6.49M -63,268 -19%
TCIM
58
TIAA CREF Investment Management
New York
$26.6M -$7.32M -71,305 -21%
BG
59
Bahl & Gaynor
Ohio
$26.2M +$2.16M +21,061 +9%
T. Rowe Price Associates
60
T. Rowe Price Associates
Maryland
$26.2M +$1.21M +11,800 +5%
State of Wisconsin Investment Board
61
State of Wisconsin Investment Board
Wisconsin
$25.7M +$7.95M +77,520 +43%
Charles Schwab
62
Charles Schwab
California
$25.1M +$829K +8,076 +3%
SC
63
Saturna Capital
Washington
$24.8M – – –
VRS
64
Virginia Retirement Systems
Virginia
$24.3M +$1.77M +17,219 +8%
UOC
65
UBS O'Connor
Illinois
$24.1M -$11.9M -115,722 -32%
NFA
66
Nationwide Fund Advisors
Ohio
$23.9M -$867K -8,449 -3%
NRECA
67
National Rural Electric Cooperative Association
Virginia
$23.7M – – –
DWA
68
Douglass Winthrop Advisors
New York
$23.6M +$144K +1,405 +0.6%
AllianceBernstein
69
AllianceBernstein
Tennessee
$22.9M +$346K +3,375 +1%
BlackRock
70
BlackRock
New York
$22.7M -$262K -2,554 -1%
KCM
71
Kornitzer Capital Management
Kansas
$21.7M -$581K -5,665 -3%
BIM
72
BlackRock Investment Management
Delaware
$21M -$214K -2,081 -1%
PPA
73
Parametric Portfolio Associates
Washington
$20.6M +$1.92M +18,677 +10%
JHIU
74
Janus Henderson Investors US
Colorado
$20.3M -$48.4M -471,889 -70%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$20M +$1.2M +11,710 +6%
1 2
3
4 5

SJM Hedge Fund Activity: Q3 2014 in Review

597 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q3 2014, worth a combined $6.91B — down 7.7% from $7.49B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of SJM and 47 opened new positions — a net loss of 8 holders — while 205 trimmed existing stakes and 208 added.

The largest buyer was Westwood Holdings Group, adding an estimated $48.4M. The largest seller was Norges Bank, cutting an estimated $88.6M.

  • 597 institutional investors held J.M. Smucker (SJM) as of Q3 2014, down from 609 in Q2 2014.
  • Funds reported $6.91B of J.M. Smucker stock for Q3 2014, down 7.7% quarter-over-quarter.
  • 47 funds opened new J.M. Smucker positions in Q3 2014 and 55 closed out, a net change of -8 holders.
  • The largest J.M. Smucker buyer in Q3 2014 was Westwood Holdings Group, an estimated $48.4M added.
  • The largest J.M. Smucker seller in Q3 2014 was Norges Bank, an estimated $88.6M sold.

Based on aggregated 13F filings for Q3 2014.