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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
T
51
TOBAM
France
$33.5M -$6.27M -46,041 -16%
Ameriprise
52
Ameriprise
Minnesota
$32.7M -$11.1M -81,156 -25%
SEI Investments
53
SEI Investments
Pennsylvania
$32.5M +$4.54M +33,286 +16%
Goldman Sachs
54
Goldman Sachs
New York
$32.3M +$4.72M +34,631 +17%
DLA
55
Douglas Lane & Associates
New York
$31.9M -$348K -2,554 -1%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$31.7M +$807K +5,926 +3%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$30M +$2.36M +17,287 +9%
GI
58
GAMCO Investors
Connecticut
$27.3M -$1.34M -9,820 -5%
National Pension Service
59
National Pension Service
South Korea
$26.7M -$432K -3,167 -2%
CS
60
Credit Suisse
Switzerland
$25.7M -$2.92M -21,453 -10%
Two Sigma Advisers
61
Two Sigma Advisers
New York
$25.7M -$2.29M -16,800 -8%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$24.7M -$776K -5,692 -3%
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$24.7M -$812K -5,957 -3%
Mitsubishi UFJ Trust & Banking
64
Mitsubishi UFJ Trust & Banking
Japan
$24M -$13.6M -99,468 -36%
GLA
65
Great Lakes Advisors
Illinois
$24M -$2.02M -14,800 -8%
ST
66
Sabal Trust
Florida
$23.8M +$282K +2,067 +1%
Citigroup
67
Citigroup
New York
$22.6M -$464K -3,407 -2%
AllianceBernstein
68
AllianceBernstein
Tennessee
$21.7M +$1.87M +13,726 +10%
Russell Investments Group
69
Russell Investments Group
United Kingdom
$21.2M +$5.37M +39,383 +34%
Canada Life
70
Canada Life
Manitoba, Canada
$21M -$1.55M -11,380 -7%
Balyasny Asset Management
71
Balyasny Asset Management
Illinois
$20.7M -$9.92M -72,783 -33%
Axa
72
Axa
France
$20.5M +$9.74M +71,444 +92%
Principal Financial Group
73
Principal Financial Group
Iowa
$20.5M -$720K -5,281 -3%
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$20M -$606K -4,446 -3%
MGCM
75
Mane Global Capital Management
New York
$19.9M +$19.7M +144,493 New

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.