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J.M. Smucker
SJM

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: 706 → 712 (+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: 16 → 16 (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

Top Buyers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$458M
2
Fundsmith LLP
Fundsmith LLP
United Kingdom
+$163M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$134M
4
EIP
Epoch Investment Partners
New York
+$99.2M
5
Invesco
Invesco
Georgia
+$41.8M

Top Sellers

1
SIG
Senator Investment Group
New York
-$123M
2
TP
Third Point
New York
-$110M
3
EC
Eminence Capital
New York
-$104M
4
SCM
Sirios Capital Management
Massachusetts
-$103M
5
PI
PGGM Investments
Netherlands
-$85.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Verition Fund Management
751
Verition Fund Management
Connecticut
– -$202K -1,640 Closed
TAM
752
Tocqueville Asset Management
New York
– -$202K -1,637 Closed
1SB
753
1ST Source Bank
Indiana
– -$200K -1,623 Closed
CG
754
Colony Group
Massachusetts
– -$146K -1,185 Closed
RGI
755
River Global Investors
United Kingdom
– -$67K -550 Closed
AFP
756
Ausdal Financial Partners
Iowa
– -$47K -384 Closed
CCS
757
Crosspoint Capital Strategies
California
– -$20K -195 Closed
AIA
758
Allegis Investment Advisors
Idaho
– -$18K -143 Closed
KTC
759
Kistler-Tiffany Companies
Pennsylvania
– -$12K -100 Closed
BCFS
760
Butensky & Cohen Financial Security
Florida
– -$2K -13 Closed
GWM
761
Gupta Wealth Management
California
– -$2K -13 Closed
MPWT
762
MassMutual Private Wealth & Trust
Connecticut
– -$756 -6 Closed
ACS
763
Archford Capital Strategies
Illinois
– -$1K -3 Closed
FCCM
764
First City Capital Management
Georgia
– -$247 -2 Closed
VNA
765
Valley National Advisers
Pennsylvania
– +$252 +2 New
27 28 29 30
31

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.