J.M. Smucker
893 hedge funds and large institutions have $12.3B invested in J.M. Smucker in 2021 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 279 increasing their positions, 317 reducing their positions, and 56 closing their positions.
168% more first-time investments, than exits
New positions opened: 150 | Existing positions closed: 56
64% more call options, than puts
Call options by funds: $57.8M | Put options by funds: $35.2M
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
12% more capital invested
Capital invested by funds: $11B → $12.3B (+$1.33B)
10% more funds holding
Funds holding: 812 → 893 (+81)
0.57% less ownership
Funds ownership: 84.31% → 83.74% (-0.57%)
12% less repeat investments, than reductions
Existing positions increased: 279 | Existing positions reduced: 317
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$129M |
| 2 |
State Street
Boston,
Massachusetts
|
+$71.6M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$44.8M |
| 4 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
+$32M |
| 5 |
D.E. Shaw & Co
New York
|
+$31.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$220M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$70M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$65.7M |
| 4 |
Morgan Stanley
New York
|
-$32.9M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$26.4M |
SJM Hedge Fund Activity: Q4 2021 in Review
893 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q4 2021, worth a combined $12.3B — up 12% from $11B a quarter earlier.
Buyers outnumbered sellers: 150 funds opened new SJM positions and 56 closed out — a net gain of 94 holders — while 279 added to existing stakes and 317 trimmed.
The largest buyer was Sequoia Financial Advisors, adding an estimated $129M. The largest seller was Massachusetts Financial Services, cutting an estimated $220M.
- 893 institutional investors held J.M. Smucker (SJM) as of Q4 2021, up from 812 in Q3 2021.
- Funds reported $12.3B of J.M. Smucker stock for Q4 2021, up 12% quarter-over-quarter.
- 150 funds opened new J.M. Smucker positions in Q4 2021 and 56 closed out, a net change of +94 holders.
- The largest J.M. Smucker buyer in Q4 2021 was Sequoia Financial Advisors, an estimated $129M added.
- The largest J.M. Smucker seller in Q4 2021 was Massachusetts Financial Services, an estimated $220M sold.
Based on aggregated 13F filings for Q4 2021.