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J.M. Smucker
SJM

861 hedge funds and large institutions have $11B invested in J.M. Smucker in 2022 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 307 increasing their positions, 293 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 67

5% more repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 293

0% more funds holding

Funds holding: 859 → 861 (+2)

0.02% less ownership

Funds ownership: 80.99% → 80.97% (-0.02%)

9% less call options, than puts

Call options by funds: $59.4M | Put options by funds: $65.5M

7% less capital invested

Capital invested by funds: $11.9B → $11B (-$865M)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

Holders
861
Holders Change
+2
Holders Change %
+0.23%
% of All Funds
14.5%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
84
Increased
307
Reduced
293
Closed
67
Calls
$59.4M
Puts
$65.5M
Net Calls
-$6.09M
Net Calls Change
-$12.9M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$89.5M
2
Norges Bank
Norges Bank
Norway
+$66.3M
3
Marshall Wace
Marshall Wace
United Kingdom
+$63.8M
4
Citadel Advisors
Citadel Advisors
Florida
+$47.9M
5
Squarepoint
Squarepoint
New York
+$40.6M

Top Sellers

Rank Fund Capital Flow
1
SFA
Sequoia Financial Advisors
Ohio
-$113M
2
LSV Asset Management
LSV Asset Management
Illinois
-$82.4M
3
CIP
Champlain Investment Partners
Vermont
-$73.8M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$39M
5
AI
Ariel Investments
Illinois
-$35.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
826
MV Capital Management
Maryland
$3K +$133 +1 +4%
GLLW
827
Graves Light Lenhart Wealth
Virginia
$3K +$267 +2 +11%
MPWT
828
MassMutual Private Wealth & Trust
Connecticut
$3K +$1.6K +12 +92%
BPC
829
Banque Pictet & Cie
Switzerland
$2.18K -$271K -2,035 -11%
WAS
830
Winch Advisory Services
Wisconsin
$2K -$133 -1 -5%
CHA
831
Carmichael Hill & Associates
Maryland
$2K – – –
PO
832
Private Ocean
California
$2K – – –
TF
833
TimeScale Financial
Massachusetts
$2K – – –
VCM
834
Versant Capital Management
Arizona
$2K – – –
DI
835
Disciplined Investments
Oklahoma
$2K +$133 +1 +6%
GKIM
836
GW&K Investment Management
Massachusetts
$2K +$1.73K +13 +433%
ED
837
Exane Derivatives
France
$1.66K – – –
MF
838
Magnetar Financial
Illinois
$1.54K +$1.04M +7,796 +185%
MGIM
839
M&G Investment Management
United Kingdom
$1.16K – – –
AIC
840
Archer Investment Corporation
Indiana
$1.15K – – –
TAM
841
Tucker Asset Management
Colorado
$1.15K – – –
CWC
842
Carolinas Wealth Consulting
North Carolina
$1K -$8.67K -65 -94%
FPS
843
Fieldpoint Private Securities
Connecticut
$1K -$3.47K -26 -72%
BCPWM
844
Bradley & Co Private Wealth Management
Florida
$1K – – –
FEG
845
Financial Enhancement Group
Indiana
$1K – – –
LIM
846
Longfellow Investment Management
Massachusetts
$1K – – –
SSB
847
Sandy Spring Bank
Maryland
$1K – – –
SIS
848
Sound Income Strategies
Florida
$1K – – –
SFCL
849
Strengthening Families & Communities LLC
Massachusetts
$1K – – –
CA
850
Crewe Advisors
Utah
$1K +$800 +6 New
32 33
34
35 36

SJM Hedge Fund Activity: Q2 2022 in Review

861 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2022, worth a combined $11B — down 7.3% from $11.9B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new SJM positions and 67 closed out — a net gain of 17 holders — while 307 added to existing stakes and 293 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $89.5M. The largest seller was Sequoia Financial Advisors, cutting an estimated $113M.

  • 861 institutional investors held J.M. Smucker (SJM) as of Q2 2022, up from 859 in Q1 2022.
  • Funds reported $11B of J.M. Smucker stock for Q2 2022, down 7.3% quarter-over-quarter.
  • 84 funds opened new J.M. Smucker positions in Q2 2022 and 67 closed out, a net change of +17 holders.
  • The largest J.M. Smucker buyer in Q2 2022 was Morgan Stanley, an estimated $89.5M added.
  • The largest J.M. Smucker seller in Q2 2022 was Sequoia Financial Advisors, an estimated $113M sold.

Based on aggregated 13F filings for Q2 2022.