J.M. Smucker
SJM
633 hedge funds and large institutions have $9.63B invested in J.M. Smucker in 2015 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 196 increasing their positions, 238 reducing their positions, and 49 closing their positions.
24% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 49
0% more funds holding
Funds holding: 630 → 633 (+3)
0.33% more ownership
Funds ownership: 73.95% → 74.27% (+0.33%)
6% less capital invested
Capital invested by funds: $10.2B → $9.63B (-$625M)
9% less funds holding in top 10
Funds holding in top 10: 11 → 10 (-1)
18% less repeat investments, than reductions
Existing positions increased: 196 | Existing positions reduced: 238
40% less call options, than puts
Call options by funds: $27.8M | Put options by funds: $46.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$101M |
| 2 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$69.5M |
| 3 |
BG
Bahl & Gaynor
Cincinnati,
Ohio
|
+$58.2M |
| 4 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$54.7M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$52.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
YCMGA
York Capital Management Global Advisors
New York
|
-$119M |
| 2 |
JP Morgan Chase
New York
|
-$49.7M |
| 3 |
State Street
Boston,
Massachusetts
|
-$33.1M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$31.5M |
| 5 |
JGC
J. Goldman & Co
New York
|
-$29.1M |
SJM Hedge Fund Activity: Q2 2015 in Review
633 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2015, worth a combined $9.63B — down 6.1% from $10.2B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new SJM positions and 49 closed out — a net gain of 12 holders — while 196 added to existing stakes and 238 trimmed.
The largest buyer was Vanguard Group, adding an estimated $101M. The largest seller was York Capital Management Global Advisors, cutting an estimated $119M.
- 633 institutional investors held J.M. Smucker (SJM) as of Q2 2015, up from 630 in Q1 2015.
- Funds reported $9.63B of J.M. Smucker stock for Q2 2015, down 6.1% quarter-over-quarter.
- 61 funds opened new J.M. Smucker positions in Q2 2015 and 49 closed out, a net change of +12 holders.
- The largest J.M. Smucker buyer in Q2 2015 was Vanguard Group, an estimated $101M added.
- The largest J.M. Smucker seller in Q2 2015 was York Capital Management Global Advisors, an estimated $119M sold.
Based on aggregated 13F filings for Q2 2015.