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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
JFA
726
JNBA Financial Advisors
Minnesota
$81K
EL
727
EMFO LLC
Florida
$77K
SIC
728
Salem Investment Counselors
North Carolina
$77K
EWA
729
EverSource Wealth Advisors
Alabama
$70K +$954 +7 +1%
SC
730
Sawyer & Company
Massachusetts
$68K -$6.81K -50 -9%
ZIG
731
Zullo Investment Group
Pennsylvania
$68K
NOI
732
Newton One Investments
Delaware
$66K
TFP
733
Tilia Fiduciary Partners
North Carolina
$64K
GFPC
734
Global Financial Private Client
Florida
$63.5K
AA
735
Addison Advisors
Vermont
$59K +$17K +125 +42%
PB
736
Pinnacle Bancorp
Nebraska
$58K
EI
737
Ellevest Inc
New York
$56K +$22.6K +166 +68%
FFC
738
First Financial Corp
Indiana
$54K
PCTC
739
Perkins Coie Trust Company
Washington
$54K
GRP
740
Global Retirement Partners
California
$50K +$954 +7 +2%
APW
741
Axim Planning & Wealth
Ohio
$49K +$49.1K +360 New
CT
742
Cambridge Trust
Massachusetts
$48K -$4.5K -33 -9%
MMG
743
Monetary Management Group
Missouri
$48K
HCM
744
Highlander Capital Management
New Jersey
$45K
RDFA
745
Ritter Daniher Financial Advisory
Ohio
$45K
HGERS
746
Householder Group Estate & Retirement Specialist
Arizona
$45K +$45.2K +332 New
KFI
747
Key Financial Inc
Pennsylvania
$44K
SCA
748
Stonebridge Capital Advisors
Minnesota
$41K +$273 +2 +0.7%
IRC
749
Investors Research Corp
Georgia
$39K
HIA
750
Harbor Investment Advisory
Maryland
$38K

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.