We are live on ! Find out more
SJM icon

J.M. Smucker

712 hedge funds and large institutions have $11.1B invested in J.M. Smucker in 2016 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 246 increasing their positions, 252 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $21.5M | Put options by funds: $17.4M

22% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 60

1% more funds holding

Funds holding: 706712 (+6)

0.68% more ownership

Funds ownership: 74.91%75.58% (+0.68%)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

1% less capital invested

Capital invested by funds: $11.3B → $11.1B (-$124M)

2% less repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 252

Holders
712
Holders Change
+6
Holders Change %
+0.85%
% of All Funds
18.97%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.43%
New
73
Increased
246
Reduced
252
Closed
60
Calls
$21.5M
Puts
$17.4M
Net Calls
+$4.06M
Net Calls Change
-$3.15M
Name Holding Trade Value Shares
Change
Change in
Stake
Arrowstreet Capital
51
Arrowstreet Capital
Massachusetts
$44.5M +$4.96M +39,366 +13%
PI
52
PGGM Investments
Netherlands
$43.4M -$85.4M -677,200 -67%
Charles Schwab
53
Charles Schwab
California
$43.3M +$674K +5,348 +2%
Sumitomo Mitsui Trust Group
54
Sumitomo Mitsui Trust Group
Japan
$43M +$2.32M +18,382 +6%
Renaissance Technologies
55
Renaissance Technologies
New York
$42.9M +$23.3M +185,200 +128%
Lazard Asset Management
56
Lazard Asset Management
New York
$42.8M -$38.9M -308,468 -48%
SCM
57
Sirios Capital Management
Massachusetts
$42.5M -$103M -817,308 -71%
UBS AM
58
UBS AM
Illinois
$41.9M -$1.15M -9,085 -3%
Credit Agricole
59
Credit Agricole
France
$41.5M +$118K +933 +0.3%
Citadel Advisors
60
Citadel Advisors
Florida
$41.3M -$28.5M -225,806 -42%
OCBV
61
Ownership Capital B.V.
Netherlands
$41.1M
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$40.6M -$1.28M -10,160 -3%
California Public Employees Retirement System
63
California Public Employees Retirement System
California
$40.3M +$4.01M +31,800 +11%
AT
64
AMF Tjänstepension
Sweden
$38.5M +$2.44M +19,399 +7%
SBH
65
Segall Bryant & Hamill
Illinois
$37.4M +$125K +988 +0.3%
T. Rowe Price Associates
66
T. Rowe Price Associates
Maryland
$35.7M +$1.1M +8,710 +3%
DWA
67
Douglass Winthrop Advisors
New York
$35.5M -$1.5M -11,918 -4%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$33.9M +$4.11M +32,611 +14%
BIM
69
BlackRock Investment Management
Delaware
$33.6M -$388K -3,078 -1%
AAMU
70
Amundi Asset Management US
Massachusetts
$32.9M +$6.81M +53,997 +27%
RFC
71
Russell Frank Company
Washington
$32.1M -$2.93M -23,283 -9%
BlackRock
72
BlackRock
New York
$31.5M -$7.73M -61,324 -20%
Mitsubishi UFJ Trust & Banking
73
Mitsubishi UFJ Trust & Banking
Japan
$31M +$534K +4,236 +2%
SI
74
Scout Investments
Missouri
$30.4M +$5.77M +45,766 +24%
SC
75
Saturna Capital
Washington
$29.4M -$2.52M -20,000 -8%

SJM Hedge Fund Activity: Q1 2016 in Review

712 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q1 2016, worth a combined $11.1B — down 1.1% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new SJM positions and 60 closed out — a net gain of 13 holders — while 246 added to existing stakes and 252 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $458M. The largest seller was Senator Investment Group, exiting entirely with an estimated $123M sold.

  • 712 institutional investors held J.M. Smucker (SJM) as of Q1 2016, up from 706 in Q4 2015.
  • Funds reported $11.1B of J.M. Smucker stock for Q1 2016, down 1.1% quarter-over-quarter.
  • 73 funds opened new J.M. Smucker positions in Q1 2016 and 60 closed out, a net change of +13 holders.
  • The largest J.M. Smucker buyer in Q1 2016 was Royal London Asset Management, an estimated $458M added.
  • The largest J.M. Smucker seller in Q1 2016 was Senator Investment Group, an estimated $123M sold.

Based on aggregated 13F filings for Q1 2016.