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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
NFSG
776
Newbridge Financial Services Group
Florida
$24K +$273 +2 +1%
HCP
777
Hexagon Capital Partners
Arkansas
$24K +$22.8K +167 +2,088%
SBL
778
Sargent Bickham Lagudis
Colorado
$23K
IBOK
779
Independence Bank of Kentucky
Kentucky
$23K +$6.81K +50 +43%
HR
780
Howe & Rusling
New York
$22K
JWA
781
JFS Wealth Advisors
Pennsylvania
$21K +$4.36K +32 +26%
DIP
782
DT Investment Partners
Pennsylvania
$21K +$20.8K +153 New
AWM
783
Atticus Wealth Management
Florida
$20K
CJL
784
Cyrus J. Lawrence
New York
$20K
OLVIG
785
Oliver Lagore Vanvalin Investment Group
Michigan
$18K
SWM
786
Spire Wealth Management
Virginia
$17K -$998K -7,324 -98%
AssetMark Inc
787
AssetMark Inc
California
$17K
BWP
788
Baldwin Wealth Partners
Massachusetts
$17K
BAM
789
Bellevue Asset Management
Washington
$17K
CTB
790
Country Trust Bank
Illinois
$17K
PSB
791
Piscataqua Savings Bank
New Hampshire
$17K
GEA
792
Glen Eagle Advisors
New Jersey
$16.3K +$136 +1 +0.8%
C
793
Covestor
United Kingdom
$16K -$143K -1,053 -90%
GI
794
Gradient Investments
Minnesota
$16K
IAMOG
795
Investors Asset Management of Georgia
Georgia
$16K
TWA
796
TCI Wealth Advisors
Arizona
$16K +$818 +6 +6%
TIM
797
Tortoise Investment Management
New York
$16K +$1.91K +14 +14%
SN
798
Sittner & Nelson
Oregon
$15K
MPWT
799
MassMutual Private Wealth & Trust
Connecticut
$15K +$11.7K +86 +344%
CWM
800
Castle Wealth Management
Florida
$14K

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.