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J.M. Smucker
SJM

738 hedge funds and large institutions have $9.09B invested in J.M. Smucker in 2017 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 241 increasing their positions, 274 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

1.84% more ownership

Funds ownership: 74.38% → 76.22% (+1.8%)

7% more call options, than puts

Call options by funds: $65.5M | Put options by funds: $61.1M

3% less funds holding

Funds holding: 762 → 738 (-24)

9% less capital invested

Capital invested by funds: $9.98B → $9.09B (-$894M)

12% less repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 274

19% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 93

Holders
738
Holders Change
-24
Holders Change %
-3.15%
% of All Funds
18.4%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.15%
New
75
Increased
241
Reduced
274
Closed
93
Calls
$65.5M
Puts
$61.1M
Net Calls
+$4.41M
Net Calls Change
+$11M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$501M
2
LSV Asset Management
LSV Asset Management
Illinois
+$164M
3
Lazard Asset Management
Lazard Asset Management
New York
+$55.6M
4
CP
Coho Partners
Pennsylvania
+$50.6M
5
PPA
Parametric Portfolio Associates
Washington
+$49.4M

Top Sellers

Rank Fund Capital Flow
1
Fundsmith LLP
Fundsmith LLP
United Kingdom
-$240M
2
Wells Fargo
Wells Fargo
California
-$96.2M
3
APG Asset Management
APG Asset Management
Netherlands
-$56.1M
4
Renaissance Technologies
Renaissance Technologies
New York
-$54.5M
5
OCBV
Ownership Capital B.V.
Netherlands
-$54.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
776
Capital Impact Advisors
Massachusetts
– -$870K -7,352 Closed
RCAMU
777
Rothschild & Co Asset Management US
Connecticut
– -$832K -7,032 Closed
LCM
778
Landscape Capital Management
New Jersey
– -$738K -6,237 Closed
BIC
779
Beach Investment Counsel
Pennsylvania
– -$730K -6,170 Closed
OSAM
780
O'Shaughnessy Asset Management
Connecticut
– -$701K -5,920 Closed
Tudor Investment Corp
781
Tudor Investment Corp
Connecticut
– -$684K -5,777 Closed
Connor, Clark & Lunn Investment Management (CC&L)
782
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$603K -5,100 Closed
IGIM
783
I.G. Investment Management
Manitoba, Canada
– -$592K -5,000 Closed
BCM
784
BTR Capital Management
California
– -$580K -4,900 Closed
Los Angeles Capital Management
785
Los Angeles Capital Management
California
– -$557K -4,710 Closed
PCM
786
Prelude Capital Management
New York
– -$537K -4,537 Closed
NIT
787
NumerixS Investment Technologies
British Columbia, Canada
– -$494K -4,172 Closed
HI
788
Horizon Investments
North Carolina
– -$511K -4,094 Closed
GCA
789
Gideon Capital Advisors
New York
– -$443K -3,742 Closed
LP
790
LMR Partners
United Kingdom
– -$384K -3,244 Closed
ECM
791
ETrade Capital Management
Virginia
– -$383K -3,240 Closed
W
792
Wealthfront
California
– -$335K -2,830 Closed
BFM
793
Boothbay Fund Management
New York
– -$324K -2,738 Closed
BUB
794
BBVA USA Bancshares
Texas
– -$308K -2,606 Closed
FT
795
Fiduciary Trust
Massachusetts
– -$293K -2,479 Closed
Capital Fund Management (CFM)
796
Capital Fund Management (CFM)
France
– -$253K -2,219 Closed
AIM
797
Acrospire Investment Management
Illinois
– -$237K -2,000 Closed
CCFCSB
798
Cape Cod Five Cents Savings Bank
Massachusetts
– -$233K -1,966 Closed
CA
799
Clearstead Advisors
Ohio
– -$228K -1,925 Closed
SSWM
800
Smith Salley Wealth Management
North Carolina
– -$224K -1,890 Closed
30 31
32
33 34

SJM Hedge Fund Activity: Q3 2017 in Review

738 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q3 2017, worth a combined $9.09B — down 9% from $9.98B a quarter earlier.

Sellers outnumbered buyers: 93 funds closed out of SJM and 75 opened new positions — a net loss of 18 holders — while 274 trimmed existing stakes and 241 added.

The largest buyer was Fidelity Investments, adding an estimated $501M. The largest seller was Fundsmith LLP, exiting entirely with an estimated $240M sold.

  • 738 institutional investors held J.M. Smucker (SJM) as of Q3 2017, down from 762 in Q2 2017.
  • Funds reported $9.09B of J.M. Smucker stock for Q3 2017, down 9% quarter-over-quarter.
  • 75 funds opened new J.M. Smucker positions in Q3 2017 and 93 closed out, a net change of -18 holders.
  • The largest J.M. Smucker buyer in Q3 2017 was Fidelity Investments, an estimated $501M added.
  • The largest J.M. Smucker seller in Q3 2017 was Fundsmith LLP, an estimated $240M sold.

Based on aggregated 13F filings for Q3 2017.