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J.M. Smucker
SJM

799 hedge funds and large institutions have $11B invested in J.M. Smucker in 2017 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 231 increasing their positions, 291 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 6 → 15 (+9)

100% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 67

37% more call options, than puts

Call options by funds: $105M | Put options by funds: $76.2M

21% more capital invested

Capital invested by funds: $9.09B → $11B (+$1.89B)

8% more funds holding

Funds holding: 738 → 799 (+61)

1.58% more ownership

Funds ownership: 76.22% → 77.8% (+1.6%)

21% less repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 291

Holders
799
Holders Change
+61
Holders Change %
+8.27%
% of All Funds
18.12%
Holding in Top 10
15
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+150%
% of All Funds
0.34%
New
134
Increased
231
Reduced
291
Closed
67
Calls
$105M
Puts
$76.2M
Net Calls
+$28.4M
Net Calls Change
+$24M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$169M
2
LSV Asset Management
LSV Asset Management
Illinois
+$71.5M
3
NI
Numeric Investors
Massachusetts
+$54.9M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$52.9M
5
WCM
Wedge Capital Management
North Carolina
+$40.4M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$130M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$70.6M
3
Bank of America
Bank of America
North Carolina
-$38.1M
4
Credit Agricole
Credit Agricole
France
-$32.8M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$27.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
776
Winch Advisory Services
Wisconsin
$2K – – –
ClearBridge Investments
777
ClearBridge Investments
New York
$2K +$1.67K +15 New
GTAM
778
Global Trust Asset Management
Florida
$2K +$2.11K +19 New
PFA
779
Pathway Financial Advisors
Vermont
$2K +$2.22K +20 New
WCM
780
Wealthcare Capital Management
Virginia
$1K -$444 -4 -25%
CFN
781
Cordasco Financial Network
Florida
$1K – – –
KF
782
Krilogy Financial
Missouri
$1K – – –
OC
783
Oakworth Capital
Alabama
$1K – – –
PG
784
Patten Group
Tennessee
$1K – – –
SNT
785
Security National Trust
West Virginia
$1K – – –
VNA
786
Valley National Advisers
Pennsylvania
$1K – – –
MSA
787
Marino Stram & Associates
Massachusetts
$1K +$556 +5 New
SIS
788
Sound Income Strategies
Florida
$1K +$556 +5 New
GI
789
Gradient Investments
Minnesota
$1K +$667 +6 New
GFP
790
Gryphon Financial Partners
Ohio
$1K +$778 +7 New
PCM
791
Poehling Capital Management
Wisconsin
$1K +$1.22K +11 New
AMCA
792
Arthur M. Cohen & Associates
Illinois
$343 +$407K +3,665 New
PCG
793
Private Capital Group
Connecticut
$8 +$7.56K +68 New
Credit Agricole
794
Credit Agricole
France
– -$32.8M -312,230 Closed
NFA
795
Nationwide Fund Advisors
Ohio
– -$22M -210,042 Closed
NI
796
Nuance Investments
Missouri
– -$6.86M -65,355 Closed
ESCM
797
Echo Street Capital Management
New York
– -$6.83M -65,060 Closed
Voloridge Investment Management
798
Voloridge Investment Management
Florida
– -$6.18M -58,927 Closed
PG
799
PEAK6 Group
Illinois
– -$5.44M -48,917 Closed
BCM
800
BlueCrest Capital Management
Jersey
– -$3.67M -35,027 Closed
30 31
32
33 34

SJM Hedge Fund Activity: Q4 2017 in Review

799 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q4 2017, worth a combined $11B — up 21% from $9.09B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new SJM positions and 67 closed out — a net gain of 67 holders — while 231 added to existing stakes and 291 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $169M. The largest seller was Wells Fargo, cutting an estimated $130M.

  • 799 institutional investors held J.M. Smucker (SJM) as of Q4 2017, up from 738 in Q3 2017.
  • Funds reported $11B of J.M. Smucker stock for Q4 2017, up 21% quarter-over-quarter.
  • 134 funds opened new J.M. Smucker positions in Q4 2017 and 67 closed out, a net change of +67 holders.
  • The largest J.M. Smucker buyer in Q4 2017 was Fidelity Investments, an estimated $169M added.
  • The largest J.M. Smucker seller in Q4 2017 was Wells Fargo, an estimated $130M sold.

Based on aggregated 13F filings for Q4 2017.