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J.M. Smucker
SJM

893 hedge funds and large institutions have $12.3B invested in J.M. Smucker in 2021 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 279 increasing their positions, 317 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 56

64% more call options, than puts

Call options by funds: $57.8M | Put options by funds: $35.2M

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

12% more capital invested

Capital invested by funds: $11B → $12.3B (+$1.33B)

10% more funds holding

Funds holding: 812 → 893 (+81)

0.57% less ownership

Funds ownership: 84.31% → 83.74% (-0.57%)

12% less repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 317

Holders
893
Holders Change
+81
Holders Change %
+9.98%
% of All Funds
13.74%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
150
Increased
279
Reduced
317
Closed
56
Calls
$57.8M
Puts
$35.2M
Net Calls
+$22.5M
Net Calls Change
+$20.4M

Top Buyers

Rank Fund Capital Flow
1
SFA
Sequoia Financial Advisors
Ohio
+$129M
2
State Street
State Street
Massachusetts
+$71.6M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$44.8M
4
WCM
Wedge Capital Management
North Carolina
+$32M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$31.1M

Top Sellers

Rank Fund Capital Flow
1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$220M
2
Wells Fargo
Wells Fargo
California
-$70M
3
Norges Bank
Norges Bank
Norway
-$65.7M
4
Morgan Stanley
Morgan Stanley
New York
-$32.9M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$26.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
EDRH
851
Edmond de Rothschild Holding
Switzerland
$3K – – –
RAM
852
Riggs Asset Management
Pennsylvania
$3K – – –
WAS
853
Winch Advisory Services
Wisconsin
$3K – – –
FBT
854
First Bank & Trust
South Dakota
$3K +$1.4K +11 +122%
VCM
855
Versant Capital Management
Arizona
$2K -$1.91K -15 -45%
CHA
856
Carmichael Hill & Associates
Maryland
$2K – – –
GLLW
857
Graves Light Lenhart Wealth
Virginia
$2K – – –
MFA
858
McClarren Financial Advisors
Pennsylvania
$2K – – –
PO
859
Private Ocean
California
$2K – – –
TF
860
TimeScale Financial
Massachusetts
$2K – – –
BWM
861
Baystate Wealth Management
Massachusetts
$2K +$1.53K +12 New
SC
862
Sierra Capital
Florida
$2K +$1.53K +12 New
SC
863
Schubert & Co
Texas
$2K +$2.17K +17 New
WT
864
Washington Trust
Rhode Island
$2K +$2.17K +17 New
AWA
865
Amplius Wealth Advisors
Pennsylvania
$2K +$2.81K +22 New
AIC
866
Archer Investment Corporation
Indiana
$1.22K – – –
TAM
867
Tucker Asset Management
Colorado
$1.22K – – –
MGIM
868
M&G Investment Management
United Kingdom
$1.18K -$98.2K -770 -8%
BWM
869
BerganKDV Wealth Management
Minnesota
$1K – – –
BCPWM
870
Bradley & Co Private Wealth Management
Florida
$1K – – –
CCM
871
Cribstone Capital Management
Maine
$1K – – –
FA
872
Financial Avengers
California
$1K – – –
FEG
873
Financial Enhancement Group
Indiana
$1K – – –
LIM
874
Longfellow Investment Management
Massachusetts
$1K – – –
MPWT
875
MassMutual Private Wealth & Trust
Connecticut
$1K – – –
33 34
35
36 37

SJM Hedge Fund Activity: Q4 2021 in Review

893 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q4 2021, worth a combined $12.3B — up 12% from $11B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new SJM positions and 56 closed out — a net gain of 94 holders — while 279 added to existing stakes and 317 trimmed.

The largest buyer was Sequoia Financial Advisors, adding an estimated $129M. The largest seller was Massachusetts Financial Services, cutting an estimated $220M.

  • 893 institutional investors held J.M. Smucker (SJM) as of Q4 2021, up from 812 in Q3 2021.
  • Funds reported $12.3B of J.M. Smucker stock for Q4 2021, up 12% quarter-over-quarter.
  • 150 funds opened new J.M. Smucker positions in Q4 2021 and 56 closed out, a net change of +94 holders.
  • The largest J.M. Smucker buyer in Q4 2021 was Sequoia Financial Advisors, an estimated $129M added.
  • The largest J.M. Smucker seller in Q4 2021 was Massachusetts Financial Services, an estimated $220M sold.

Based on aggregated 13F filings for Q4 2021.