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J.M. Smucker
SJM

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: 6 → 10 (+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: 861 → 881 (+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

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$176M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$85.4M
3
Millennium Management
Millennium Management
New York
+$60.7M
4
American Century Companies
American Century Companies
Missouri
+$52.9M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$41.6M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$96.5M
2
Victory Capital Management
Victory Capital Management
Texas
-$48.4M
3
AI
Ariel Investments
Illinois
-$37.5M
4
BlackRock
BlackRock
New York
-$34.4M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$30.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
LWANC
801
Laurel Wealth Advisors (North Carolina)
North Carolina
$14K – – –
PK
802
Pflug Koory
Nebraska
$14K – – –
ST
803
Sageworth Trust
Pennsylvania
$14K – – –
SWM
804
Selective Wealth Management
Virginia
$14K – – –
LF
805
Lee Financial
Texas
$14K +$6.13K +45 +76%
BCM
806
Birch Capital Management
Texas
$13.7K – – –
BLC
807
Brown, Lisle/Cummings
Rhode Island
$13.7K – – –
TPCW
808
TD Private Client Wealth
New York
$12.4K +$1.23K +9 +11%
BCA
809
Bray Capital Advisors
Florida
$12K – – –
CSB
810
City State Bank
Iowa
$12K – – –
PCM
811
Peregrine Capital Management
Minnesota
$12K – – –
TH
812
TCTC Holdings
Texas
$12K – – –
BIA
813
Bell Investment Advisors
California
$12K +$136 +1 +1%
TSWM
814
Tyler-Stone Wealth Management
Ohio
$11K – – –
LFG
815
Larson Financial Group
Missouri
$10K +$9.68K +71 +3,550%
BHWM
816
Beaird Harris Wealth Management
Texas
$9K +$2.04K +15 +28%
BCMLT
817
Beacon Capital Management LLC (Tennessee)
Tennessee
$8K -$18.9K -139 -69%
BWL
818
Bogart Wealth LLC
Virginia
$8K – – –
SC
819
Schubert & Co
Texas
$8K +$2.45K +18 +43%
CMP
820
Coston McIsaac & Partners
Maine
$7K – – –
OC
821
Oakworth Capital
Alabama
$7K – – –
PFA
822
Professional Financial Advisors
Nebraska
$7K – – –
SC
823
Steph & Co
Wisconsin
$7K – – –
CAL
824
Capital Advisors Ltd
Ohio
$7K +$2.18K +16 +48%
VWM
825
Valley Wealth Managers
New Jersey
$7K +$6.81K +50 New
31 32
33
34 35

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.