J.M. Smucker
764 hedge funds and large institutions have $11.3B invested in J.M. Smucker in 2016 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 269 increasing their positions, 242 reducing their positions, and 74 closing their positions.
39% more first-time investments, than exits
New positions opened: 103 | Existing positions closed: 74
11% more repeat investments, than reductions
Existing positions increased: 269 | Existing positions reduced: 242
2% more funds holding
Funds holding: 746 → 764 (+18)
0.77% less ownership
Funds ownership: 76.43% → 75.67% (-0.77%)
6% less call options, than puts
Call options by funds: $48.7M | Put options by funds: $51.7M
6% less capital invested
Capital invested by funds: $12B → $11.3B (-$694M)
15% less funds holding in top 10
Funds holding in top 10: 13 → 11 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$45.5M |
| 2 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
+$32M |
| 3 |
Millennium Management
New York
|
+$28.9M |
| 4 |
TGA
Trilogy Global Advisors
Winter Park,
Florida
|
+$26M |
| 5 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$25.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
-$114M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$67M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$37.5M |
| 4 |
MTB
Mizuho Trust & Banking
Tokyo,
Japan
|
-$33.1M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$29.4M |
SJM Hedge Fund Activity: Q4 2016 in Review
764 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q4 2016, worth a combined $11.3B — down 5.8% from $12B a quarter earlier.
Buyers outnumbered sellers: 103 funds opened new SJM positions and 74 closed out — a net gain of 29 holders — while 269 added to existing stakes and 242 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $45.5M. The largest seller was Jennison Associates, cutting an estimated $114M.
- 764 institutional investors held J.M. Smucker (SJM) as of Q4 2016, up from 746 in Q3 2016.
- Funds reported $11.3B of J.M. Smucker stock for Q4 2016, down 5.8% quarter-over-quarter.
- 103 funds opened new J.M. Smucker positions in Q4 2016 and 74 closed out, a net change of +29 holders.
- The largest J.M. Smucker buyer in Q4 2016 was Fidelity Investments, an estimated $45.5M added.
- The largest J.M. Smucker seller in Q4 2016 was Jennison Associates, an estimated $114M sold.
Based on aggregated 13F filings for Q4 2016.