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J.M. Smucker

677 hedge funds and large institutions have $10.3B invested in J.M. Smucker in 2015 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 249 increasing their positions, 186 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 39

100% more funds holding in top 10

Funds holding in top 10: 1020 (+10)

38% more call options, than puts

Call options by funds: $33.6M | Put options by funds: $24.3M

34% more repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 186

7% more capital invested

Capital invested by funds: $9.63B → $10.3B (+$703M)

7% more funds holding

Funds holding: 633677 (+44)

1.68% more ownership

Funds ownership: 74.27%75.95% (+1.7%)

Holders
677
Holders Change
+44
Holders Change %
+6.95%
% of All Funds
18.9%
Holding in Top 10
20
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+100%
% of All Funds
0.56%
New
89
Increased
249
Reduced
186
Closed
39
Calls
$33.6M
Puts
$24.3M
Net Calls
+$9.28M
Net Calls Change
+$28M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
51
UBS AM
Illinois
$43M -$1.81M -16,207 -4%
GC
52
Guggenheim Capital
Illinois
$42.9M -$1.62M -14,492 -4%
Federated Hermes
53
Federated Hermes
Pennsylvania
$42.6M +$41.3M +370,504 +14,916%
Renaissance Technologies
54
Renaissance Technologies
New York
$39.2M +$38.3M +343,903 New
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$37.6M -$1,000K -8,966 -3%
JIC
56
Johnson Investment Counsel
Ohio
$37M -$2.3M -20,658 -6%
OCBV
57
Ownership Capital B.V.
Netherlands
$36.1M +$35.3M +316,749 New
Janus Henderson Group
58
Janus Henderson Group
United Kingdom
$34.5M -$1.6M -14,362 -5%
Massachusetts Financial Services
59
Massachusetts Financial Services
Massachusetts
$34.3M +$5.62M +50,446 +20%
Sumitomo Mitsui Trust Group
60
Sumitomo Mitsui Trust Group
Japan
$33.6M +$2.67M +23,976 +9%
California Public Employees Retirement System
61
California Public Employees Retirement System
California
$32.2M -$223K -2,000 -0.7%
Charles Schwab
62
Charles Schwab
California
$32.2M +$1.23M +11,052 +4%
TCIM
63
TIAA CREF Investment Management
New York
$32M +$6.13K +55 +0%
AT
64
AMF Tjänstepension
Sweden
$31.6M
APG Asset Management
65
APG Asset Management
Netherlands
$31.6M -$31.3M -280,760 -50%
DWA
66
Douglass Winthrop Advisors
New York
$31.6M +$1.96M +17,590 +7%
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$31.6M +$660K +5,923 +2%
SBH
68
Segall Bryant & Hamill
Illinois
$31.5M -$433K -3,882 -1%
BlackRock
69
BlackRock
New York
$30M +$498K +4,467 +2%
Two Sigma Investments
70
Two Sigma Investments
New York
$29.8M +$28.7M +256,966 +6,045%
RFC
71
Russell Frank Company
Washington
$29.4M +$1.44M +12,879 +5%
First Trust Advisors
72
First Trust Advisors
Illinois
$28.9M -$44M -394,766 -61%
SC
73
Saturna Capital
Washington
$28.5M -$37.9K -340 -0.1%
IIM
74
Ivory Investment Management
New York
$27.7M +$13.4M +120,237 +98%
Balyasny Asset Management
75
Balyasny Asset Management
Illinois
$27.4M +$26.8M +240,126 New

SJM Hedge Fund Activity: Q3 2015 in Review

677 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q3 2015, worth a combined $10.3B — up 7.3% from $9.63B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new SJM positions and 39 closed out — a net gain of 50 holders — while 249 added to existing stakes and 186 trimmed.

The largest buyer was Sculptor Capital, opening a new position worth an estimated $308M. The largest seller was Kohlberg Kravis Roberts & Co, exiting entirely with an estimated $1.03B sold.

  • 677 institutional investors held J.M. Smucker (SJM) as of Q3 2015, up from 633 in Q2 2015.
  • Funds reported $10.3B of J.M. Smucker stock for Q3 2015, up 7.3% quarter-over-quarter.
  • 89 funds opened new J.M. Smucker positions in Q3 2015 and 39 closed out, a net change of +50 holders.
  • The largest J.M. Smucker buyer in Q3 2015 was Sculptor Capital, an estimated $308M added.
  • The largest J.M. Smucker seller in Q3 2015 was Kohlberg Kravis Roberts & Co, an estimated $1.03B sold.

Based on aggregated 13F filings for Q3 2015.