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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
HCP
851
Hexagon Capital Partners
Arkansas
$1K +$1.07K +8 New
HFS
852
Heritage Financial Services
Massachusetts
$1K +$1.6K +12 New
FP
853
Financial Perspectives
Minnesota
$256 – – –
LSA
854
Leonteq Securities AG
Switzerland
$128 -$2.67K -20 -95%
ORIO
855
Old Republic International (ORI)
Illinois
– -$25.8M -190,500 Closed
Point72 Asset Management
856
Point72 Asset Management
Connecticut
– -$19.2M -142,139 Closed
LCM
857
Landscape Capital Management
New Jersey
– -$6.86M -50,686 Closed
KRC
858
Kehrs Ridge Capital
New Jersey
– -$6.77M -50,000 Closed
T
859
TCWP
Ohio
– -$5.71M -42,206 Closed
PAA
860
Peregrine Asset Advisers
Oregon
– -$5.19M -38,319 Closed
CIM
861
Cambria Investment Management
California
– -$4.67M -34,506 Closed
AWA
862
Aaron Wealth Advisors
Illinois
– -$152K -20,582 Closed
IG
863
ING Group
Netherlands
– -$2.4M -17,720 Closed
MME
864
Meag Munich Ergo
Germany
– -$2.41M -17,587 Closed
MSL
865
Mackay Shields LLC
New York
– -$2.12M -15,642 Closed
Assenagon Asset Management
866
Assenagon Asset Management
Luxembourg
– -$1.82M -13,428 Closed
HHAM
867
HITE Hedge Asset Management
Massachusetts
– -$1.66M -12,235 Closed
IMPI
868
Ilmarinen Mutual Pension Insurance
Finland
– -$1.63M -12,000 Closed
EC
869
Estate Counselors
Wisconsin
– -$1.16M -8,540 Closed
AWMT
870
AAFMAA Wealth Management & Trust
North Carolina
– -$1.13M -8,326 Closed
EWM
871
Empirical Wealth Management
Washington
– -$1.03M -7,637 Closed
EPFB
872
Employees Provident Fund Board
Malaysia
– -$907K -6,700 Closed
ECM
873
ExodusPoint Capital Management
New York
– -$873K -6,445 Closed
EF
874
Empowered Funds
Pennsylvania
– -$780K -5,761 Closed
EAM
875
Empirical Asset Management
Massachusetts
– -$504K -3,725 Closed
33 34
35
36 37

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.