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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
HVIA
726
Hudson Valley Investment Advisors
New York
-$955K -7,745 Closed
WIA
727
Westbourne Investment Advisors
Maryland
-$738K -5,983 Closed
PAM
728
Princeton Alpha Management
New Jersey
-$671K -5,438 Closed
BCM
729
Bayesian Capital Management
New York
-$562K -4,555 Closed
IA
730
Icon Advisers
Colorado
-$530K -4,300 Closed
AL
731
Airain Ltd
Guernsey
-$527K -4,274 Closed
GWM
732
Greenwich Wealth Management
Connecticut
-$527K -4,269 Closed
EGM
733
Engineers Gate Manager
New York
-$518K -4,200 Closed
ST
734
Spot Trading
Illinois
-$508K -4,119 Closed
DIA
735
Dean Investment Associates
Ohio
-$496K -4,024 Closed
CMANY
736
Capital Management Associates (New York)
New York
-$469K -3,800 Closed
PRCM
737
Pine River Capital Management
Minnesota
-$457K -3,702 Closed
HCMT
738
Highland Capital Management (Texas)
Texas
-$455K -3,687 Closed
RCM
739
Rotella Capital Management
Washington
-$443K -3,597 Closed
TI
740
Trexquant Investment
Connecticut
-$363K -2,945 Closed
CIM
741
Confluence Investment Management
Missouri
-$334K -2,711 Closed
CCA
742
Catalyst Capital Advisors
New York
-$308K -2,500 Closed
QSS
743
Quantitative Systematic Strategies
Florida
-$302K -2,439 Closed
YIA
744
YHB Investment Advisors
Connecticut
-$251K -2,039 Closed
MF
745
Magnetar Financial
Illinois
-$248K -2,009 Closed
TNBTD
746
Trustmark National Bank Trust Department
Mississippi
-$233K -1,886 Closed
FP
747
FDO Partners
Massachusetts
-$223K -1,812 Closed
EMG
748
Ellington Management Group
Connecticut
-$222K -1,800 Closed
NI
749
Numeric Investors
Massachusetts
-$210K -1,700 Closed
ECM
750
Element Capital Management
New York
-$205K -1,664 Closed

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.