J.M. Smucker
SJM
861 hedge funds and large institutions have $11B invested in J.M. Smucker in 2022 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 307 increasing their positions, 293 reducing their positions, and 67 closing their positions.
25% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 67
5% more repeat investments, than reductions
Existing positions increased: 307 | Existing positions reduced: 293
0% more funds holding
Funds holding: 859 → 861 (+2)
0.02% less ownership
Funds ownership: 80.99% → 80.97% (-0.02%)
9% less call options, than puts
Call options by funds: $59.4M | Put options by funds: $65.5M
7% less capital invested
Capital invested by funds: $11.9B → $11B (-$865M)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$89.5M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$66.3M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$63.8M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$47.9M |
| 5 |
Squarepoint
New York
|
+$40.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
-$113M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
-$82.4M |
| 3 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$73.8M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$39M |
| 5 |
AI
Ariel Investments
Chicago,
Illinois
|
-$35.2M |
SJM Hedge Fund Activity: Q2 2022 in Review
861 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2022, worth a combined $11B — down 7.3% from $11.9B a quarter earlier.
Buyers outnumbered sellers: 84 funds opened new SJM positions and 67 closed out — a net gain of 17 holders — while 307 added to existing stakes and 293 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $89.5M. The largest seller was Sequoia Financial Advisors, cutting an estimated $113M.
- 861 institutional investors held J.M. Smucker (SJM) as of Q2 2022, up from 859 in Q1 2022.
- Funds reported $11B of J.M. Smucker stock for Q2 2022, down 7.3% quarter-over-quarter.
- 84 funds opened new J.M. Smucker positions in Q2 2022 and 67 closed out, a net change of +17 holders.
- The largest J.M. Smucker buyer in Q2 2022 was Morgan Stanley, an estimated $89.5M added.
- The largest J.M. Smucker seller in Q2 2022 was Sequoia Financial Advisors, an estimated $113M sold.
Based on aggregated 13F filings for Q2 2022.