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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
DWP
826
Destiny Wealth Partners
Florida
$6K – – –
AF
827
Advisornet Financial
Minnesota
$6K +$136 +1 +2%
LPP
828
Life Planning Partners
Florida
$5K – – –
EARNEST Partners
829
EARNEST Partners
Georgia
$5K – – –
GWA
830
Gibson Wealth Advisors
Texas
$5K – – –
MCM
831
Manchester Capital Management
Vermont
$5K – – –
CWAF
832
Core Wealth Advisors (Florida)
Florida
$5K +$4.63K +34 New
EW
833
Evoke Wealth
California
$4K – – –
FA
834
Financial Avengers
California
$4K – – –
RA
835
Rise Advisors
New York
$4K – – –
MCM
836
MV Capital Management
Maryland
$4K +$818 +6 +25%
TWC
837
TD Waterhouse Canada
Ontario, Canada
$3.55K – – –
AWM
838
Avior Wealth Management
Nebraska
$3K – – –
RAM
839
Riggs Asset Management
Pennsylvania
$3K – – –
TWM
840
Tradition Wealth Management
Minnesota
$3K – – –
WAS
841
Winch Advisory Services
Wisconsin
$3K – – –
DI
842
Disciplined Investments
Oklahoma
$3K +$818 +6 +33%
SSB
843
Sandy Spring Bank
Maryland
$3K +$2.04K +15 +250%
EDRH
844
Edmond de Rothschild Holding
Switzerland
$3K +$2.73K +20 New
SIC
845
SJS Investment Consulting
Ohio
$3K +$2.86K +21 New
TCWA
846
Ten Capital Wealth Advisors
Washington
$3K +$3.41K +25 New
WBC
847
West Branch Capital
Massachusetts
$3K +$3.41K +25 New
Loomis, Sayles & Company
848
Loomis, Sayles & Company
Massachusetts
$2K -$9.81K -72 -84%
FCT
849
First Community Trust
Iowa
$2K -$6.81K -50 -79%
CHA
850
Carmichael Hill & Associates
Maryland
$2K – – –
32 33
34
35 36

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.