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J.M. Smucker
SJM

859 hedge funds and large institutions have $11.9B invested in J.M. Smucker in 2022 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 285 increasing their positions, 320 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $50.4M | Put options by funds: $43.7M

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

3% less capital invested

Capital invested by funds: $12.3B → $11.9B (-$405M)

2.75% less ownership

Funds ownership: 83.74% → 80.99% (-2.7%)

4% less funds holding

Funds holding: 893 → 859 (-34)

11% less repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 320

23% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 95

Holders
859
Holders Change
-34
Holders Change %
-3.81%
% of All Funds
13.55%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
73
Increased
285
Reduced
320
Closed
95
Calls
$50.4M
Puts
$43.7M
Net Calls
+$6.77M
Net Calls Change
-$15.7M

Top Buyers

Rank Fund Capital Flow
1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$28.7M
2
National Pension Service
National Pension Service
South Korea
+$23.9M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$22.4M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$22.2M
5
Citadel Advisors
Citadel Advisors
Florida
+$21.4M

Top Sellers

Rank Fund Capital Flow
1
LSV Asset Management
LSV Asset Management
Illinois
-$79.3M
2
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
-$61.9M
3
State Street
State Street
Massachusetts
-$48.5M
4
AI
Ariel Investments
Illinois
-$29.2M
5
UH
Unigestion Holding
Switzerland
-$29.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
826
Winch Advisory Services
Wisconsin
$3K – – –
SC
827
Schubert & Co
Texas
$3K +$545 +4 +24%
LSA
828
Leonteq Securities AG
Switzerland
$2.84K +$2.73K +20 +2,000%
CHA
829
Carmichael Hill & Associates
Maryland
$2K – – –
GLLW
830
Graves Light Lenhart Wealth
Virginia
$2K – – –
PO
831
Private Ocean
California
$2K – – –
TF
832
TimeScale Financial
Massachusetts
$2K – – –
VCM
833
Versant Capital Management
Arizona
$2K – – –
MPWT
834
MassMutual Private Wealth & Trust
Connecticut
$2K +$1.23K +9 +225%
DI
835
Disciplined Investments
Oklahoma
$2K +$2.32K +17 New
ED
836
Exane Derivatives
France
$1.76K -$470K -3,449 -100%
AIC
837
Archer Investment Corporation
Indiana
$1.25K – – –
MGIM
838
M&G Investment Management
United Kingdom
$1.23K +$55.7K +409 +5%
TAM
839
Tucker Asset Management
Colorado
$1.22K – – –
SC
840
Sierra Capital
Florida
$1K -$409 -3 -25%
SIS
841
Sound Income Strategies
Florida
$1K -$136 -1 -17%
BCPWM
842
Bradley & Co Private Wealth Management
Florida
$1K – – –
FEG
843
Financial Enhancement Group
Indiana
$1K – – –
LIM
844
Longfellow Investment Management
Massachusetts
$1K – – –
MFA
845
McClarren Financial Advisors
Pennsylvania
$1K – – –
SFCL
846
Strengthening Families & Communities LLC
Massachusetts
$1K – – –
SIC
847
SJS Investment Consulting
Ohio
$1K +$409 +3 +60%
GA
848
GoalVest Advisory
New York
$1K +$681 +5 New
SSB
849
Sandy Spring Bank
Maryland
$1K +$818 +6 New
FP
850
Financial Perspectives
Minnesota
$271 – – –
32 33
34
35 36

SJM Hedge Fund Activity: Q1 2022 in Review

859 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q1 2022, worth a combined $11.9B — down 3.3% from $12.3B a quarter earlier.

Sellers outnumbered buyers: 95 funds closed out of SJM and 73 opened new positions — a net loss of 22 holders — while 320 trimmed existing stakes and 285 added.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $28.7M. The largest seller was LSV Asset Management, cutting an estimated $79.3M.

  • 859 institutional investors held J.M. Smucker (SJM) as of Q1 2022, down from 893 in Q4 2021.
  • Funds reported $11.9B of J.M. Smucker stock for Q1 2022, down 3.3% quarter-over-quarter.
  • 73 funds opened new J.M. Smucker positions in Q1 2022 and 95 closed out, a net change of -22 holders.
  • The largest J.M. Smucker buyer in Q1 2022 was Carson Wealth (CWM LLC), an estimated $28.7M added.
  • The largest J.M. Smucker seller in Q1 2022 was LSV Asset Management, an estimated $79.3M sold.

Based on aggregated 13F filings for Q1 2022.