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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
HHC
801
Hutchin Hill Capital
New York
– -$3M -28,600 Closed
PDN
802
Pensionfund DSM Netherlands
Netherlands
– -$2.39M -22,800 Closed
UR
803
USCA RIA
Texas
– -$2.49M -21,028 Closed
QT
804
Quantbot Technologies
New York
– -$2.2M -20,946 Closed
VF
805
Virtu Financial
New York
– -$1.64M -15,590 Closed
BOCM
806
Bontempo Ohly Capital Management
Maryland
– -$1.53M -14,546 Closed
LCC
807
Lincoln Capital Corp
Rhode Island
– -$1.39M -12,757 Closed
NEI
808
Northwest & Ethical Investments
Ontario, Canada
– -$1.22M -11,600 Closed
TCM
809
Texan Capital Management
Texas
– -$1.2M -11,418 Closed
PS
810
Pensionfund Sabic
Netherlands
– -$1.2M -11,400 Closed
ST
811
Somerset Trust
Pennsylvania
– -$1.16M -11,016 Closed
OI
812
Oakbrook Investments
Illinois
– -$1.02M -9,750 Closed
CS
813
Candriam SCA
Luxembourg
– -$946K -9,011 Closed
LCM
814
Laurion Capital Management
New York
– -$902K -8,600 Closed
QAM
815
Quantres Asset Management
Cayman Islands
– -$871K -8,300 Closed
SLAM
816
Swiss Life Asset Management
– -$867K -8,268 Closed
DTL
817
Dynamic Technology Lab
Singapore
– -$837K -7,978 Closed
Verition Fund Management
818
Verition Fund Management
Connecticut
– -$767K -7,306 Closed
CIC
819
Chilton Investment Company
Connecticut
– -$747K -7,120 Closed
ACM
820
Axel Capital Management
New York
– -$745K -7,100 Closed
FRM
821
Fox Run Management
Connecticut
– -$714K -6,800 Closed
SLG
822
Stanley-Laman Group
Pennsylvania
– -$612K -5,837 Closed
SFFS
823
Stonehage Fleming Financial Services
Jersey
– -$489K -4,656 Closed
CCG
824
Cypress Capital Group
Florida
– -$474K -4,521 Closed
CIM
825
Cambria Investment Management
California
– -$447K -4,256 Closed
31 32
33
34 35

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.