J.M. Smucker
SJM
925 hedge funds and large institutions have $13.4B invested in J.M. Smucker in 2022 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 344 increasing their positions, 291 reducing their positions, and 63 closing their positions.
95% more first-time investments, than exits
New positions opened: 123 | Existing positions closed: 63
18% more repeat investments, than reductions
Existing positions increased: 344 | Existing positions reduced: 291
14% more capital invested
Capital invested by funds: $11.8B → $13.4B (+$1.59B)
5% more funds holding
Funds holding: 881 → 925 (+44)
0.19% more ownership
Funds ownership: 80.6% → 80.79% (+0.19%)
10% less funds holding in top 10
Funds holding in top 10: 10 → 9 (-1)
18% less call options, than puts
Call options by funds: $45.7M | Put options by funds: $56.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$87.5M |
| 2 |
Marshall Wace
London,
United Kingdom
|
+$71.7M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$58.6M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$56.3M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$48.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$150M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$71.9M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
-$62.9M |
| 4 |
State Street
Boston,
Massachusetts
|
-$57.5M |
| 5 |
Millennium Management
New York
|
-$37M |
SJM Hedge Fund Activity: Q4 2022 in Review
925 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q4 2022, worth a combined $13.4B — up 14% from $11.8B a quarter earlier.
Buyers outnumbered sellers: 123 funds opened new SJM positions and 63 closed out — a net gain of 60 holders — while 344 added to existing stakes and 291 trimmed.
The largest buyer was Invesco, adding an estimated $87.5M. The largest seller was Citadel Advisors, cutting an estimated $150M.
- 925 institutional investors held J.M. Smucker (SJM) as of Q4 2022, up from 881 in Q3 2022.
- Funds reported $13.4B of J.M. Smucker stock for Q4 2022, up 14% quarter-over-quarter.
- 123 funds opened new J.M. Smucker positions in Q4 2022 and 63 closed out, a net change of +60 holders.
- The largest J.M. Smucker buyer in Q4 2022 was Invesco, an estimated $87.5M added.
- The largest J.M. Smucker seller in Q4 2022 was Citadel Advisors, an estimated $150M sold.
Based on aggregated 13F filings for Q4 2022.