J.M. Smucker
922 hedge funds and large institutions have $12.1B invested in J.M. Smucker in 2023 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 315 increasing their positions, 331 reducing their positions, and 94 closing their positions.
57% more call options, than puts
Call options by funds: $57.2M | Put options by funds: $36.4M
2.41% more ownership
Funds ownership: 78.12% → 80.53% (+2.4%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
5% less repeat investments, than reductions
Existing positions increased: 315 | Existing positions reduced: 331
2% less funds holding
Funds holding: 943 → 922 (-21)
7% less capital invested
Capital invested by funds: $13B → $12.1B (-$862M)
18% less first-time investments, than exits
New positions opened: 77 | Existing positions closed: 94
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$90.5M |
| 2 |
Two Sigma Investments
New York
|
+$71.8M |
| 3 |
Two Sigma Advisers
New York
|
+$70.1M |
| 4 |
Amundi
Paris,
France
|
+$70M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$49.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
-$152M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$113M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$107M |
| 4 |
Holocene Advisors
New York
|
-$104M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$44.4M |
SJM Hedge Fund Activity: Q2 2023 in Review
922 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2023, worth a combined $12.1B — down 6.6% from $13B a quarter earlier.
Sellers outnumbered buyers: 94 funds closed out of SJM and 77 opened new positions — a net loss of 17 holders — while 331 trimmed existing stakes and 315 added.
The largest buyer was BlackRock, adding an estimated $90.5M. The largest seller was LSV Asset Management, cutting an estimated $152M.
- 922 institutional investors held J.M. Smucker (SJM) as of Q2 2023, down from 943 in Q1 2023.
- Funds reported $12.1B of J.M. Smucker stock for Q2 2023, down 6.6% quarter-over-quarter.
- 77 funds opened new J.M. Smucker positions in Q2 2023 and 94 closed out, a net change of -17 holders.
- The largest J.M. Smucker buyer in Q2 2023 was BlackRock, an estimated $90.5M added.
- The largest J.M. Smucker seller in Q2 2023 was LSV Asset Management, an estimated $152M sold.
Based on aggregated 13F filings for Q2 2023.