We are live on ! Find out more
SJM icon

J.M. Smucker
SJM

805 hedge funds and large institutions have $11.3B invested in J.M. Smucker in 2017 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 265 increasing their positions, 291 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 52

45% more funds holding in top 10

Funds holding in top 10: 11 → 16 (+5)

38% more call options, than puts

Call options by funds: $104M | Put options by funds: $75.3M

5% more funds holding

Funds holding: 764 → 805 (+41)

0% less capital invested

Capital invested by funds: $11.3B → $11.3B (-$547K)

9% less repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 291

1.61% less ownership

Funds ownership: 75.67% → 74.05% (-1.6%)

Holders
805
Holders Change
+41
Holders Change %
+5.37%
% of All Funds
20.04%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.4%
New
102
Increased
265
Reduced
291
Closed
52
Calls
$104M
Puts
$75.3M
Net Calls
+$28.9M
Net Calls Change
+$31.9M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$996M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$90.3M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$57.2M
4
SCP
Seizert Capital Partners
Michigan
+$52.9M
5
BG
Bahl & Gaynor
Ohio
+$48.2M

Top Sellers

Rank Fund Capital Flow
1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$120M
2
Invesco
Invesco
Georgia
-$94.5M
3
EIP
Epoch Investment Partners
New York
-$81.5M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$77.2M
5
PI
Putnam Investments
Massachusetts
-$58.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
776
JFS Wealth Advisors
Pennsylvania
$3K – – –
WA
777
WealthTrust-Arizona
Arizona
$3K – – –
CCM
778
Cribstone Capital Management
Maine
$3K +$2.72K +20 New
DBT
779
Dubuque Bank & Trust
Iowa
$3K +$3.4K +25 New
AP
780
Atwood & Palmer
Missouri
$2K – – –
CPA
781
Clear Perspective Advisors
Illinois
$2K – – –
GWS
782
Glassman Wealth Services
Virginia
$2K – – –
PO
783
Private Ocean
California
$2K – – –
SNT
784
Security National Trust
West Virginia
$2K – – –
WCM
785
Wealthcare Capital Management
Virginia
$2K – – –
WAS
786
Winch Advisory Services
Wisconsin
$2K – – –
GBBWRPM
787
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1K -$6.8K -50 -98%
RAM
788
Riggs Asset Management
Pennsylvania
$1K -$1.77K -13 -57%
MUS
789
Mitsubishi UFJ Securities
Japan
$1K -$1.36K -10 -50%
CFN
790
Cordasco Financial Network
Florida
$1K – – –
KF
791
Krilogy Financial
Missouri
$1K – – –
OC
792
Oakworth Capital
Alabama
$1K – – –
GI
793
Gradient Investments
Minnesota
$1K +$272 +2 +50%
RFM
794
Royal Fund Management
Florida
$1K +$1.09K +8 +800%
IUHSA
795
Itau Unibanco Holding S.A.
Brazil
$1K +$1.36K +10 New
SM
796
Sciencast Management
New Jersey
$988 +$1.02M +7,540 New
GVT
797
Genesee Valley Trust
New York
$463 -$288K -2,120 -37%
SLF
798
Sun Life Financial
Ontario, Canada
$62 – – –
EIP
799
Epoch Investment Partners
New York
– -$81.5M -636,043 Closed
Capital Research Global Investors
800
Capital Research Global Investors
California
– -$77.2M -602,524 Closed
30 31
32
33 34

SJM Hedge Fund Activity: Q1 2017 in Review

805 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q1 2017, worth a combined $11.3B — down 0% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new SJM positions and 52 closed out — a net gain of 50 holders — while 265 added to existing stakes and 291 trimmed.

The largest buyer was BlackRock, adding an estimated $996M. The largest seller was Massachusetts Financial Services, cutting an estimated $120M.

  • 805 institutional investors held J.M. Smucker (SJM) as of Q1 2017, up from 764 in Q4 2016.
  • Funds reported $11.3B of J.M. Smucker stock for Q1 2017, down 0% quarter-over-quarter.
  • 102 funds opened new J.M. Smucker positions in Q1 2017 and 52 closed out, a net change of +50 holders.
  • The largest J.M. Smucker buyer in Q1 2017 was BlackRock, an estimated $996M added.
  • The largest J.M. Smucker seller in Q1 2017 was Massachusetts Financial Services, an estimated $120M sold.

Based on aggregated 13F filings for Q1 2017.