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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
LC
751
Lindbrook Capital
California
$38K +$18.4K +135 +96%
MFT
752
Moisand Fitzgerald Tamayo
Florida
$37K +$2.32K +17 +7%
FHA
753
First Horizon Advisors
Tennessee
$36K +$16.1K +118 +77%
Bank of Montreal
754
Bank of Montreal
Ontario, Canada
$35.4K +$9.2M +67,545 +36%
ODG
755
O'Dell Group
Ohio
$35K
ASBI
756
American State Bank (Iowa)
Iowa
$34.4K
BAMCO Inc
757
BAMCO Inc
New York
$34K
CL
758
COWA LLC
Oklahoma
$34K +$33.7K +247 New
CT
759
Colonial Trust
South Carolina
$33K +$32.7K +240 New
BFPW
760
BOK Financial Private Wealth
Colorado
$32K
TF
761
Tompkins Financial
New York
$32K
UIA
762
Ulland Investment Advisors
Minnesota
$32K +$136 +1 +0.4%
ECM
763
Estabrook Capital Management
New York
$31.6K
OSNBOA
764
Old Second National Bank of Aurora
Illinois
$31K
CPFP
765
Clear Perspectives Financial Planning
Ohio
$31K +$2.59K +19 +9%
DAC
766
Dividend Assets Capital
South Carolina
$30K
GWS
767
Glassman Wealth Services
Virginia
$29K -$545 -4 -2%
HBW
768
Hazlett, Burt & Watson
West Virginia
$28K
MA
769
MCF Advisors
Kentucky
$28K
CFFP
770
Center for Financial Planning
Michigan
$28K +$27.3K +200 +20,000%
HPC
771
HM Payson & Co
Maine
$27K -$1.36K -10 -5%
MA
772
MUFG Americas
New York
$27K
KFAA
773
Klaas Financial Asset Advisors
Illinois
$27K +$27.3K +200 New
ZB
774
Zions Bancorporation
Utah
$25K +$409 +3 +2%
PMFA
775
Plante Moran Financial Advisors
Michigan
$24K

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.