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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
PO
851
Private Ocean
California
$2K – – –
TF
852
TimeScale Financial
Massachusetts
$2K – – –
VCM
853
Versant Capital Management
Arizona
$2K – – –
CA
854
Crewe Advisors
Utah
$2K +$818 +6 +100%
CG
855
Cutler Group
California
$2K +$2.32K +17 New
BA
856
Bellwether Advisors
Nebraska
$2K +$2.86K +21 New
AWM
857
Abound Wealth Management
Tennessee
$1.38K +$1.36K +10 New
TAM
858
Tucker Asset Management
Colorado
$1.36K – – –
AIC
859
Archer Investment Corporation
Indiana
$1.24K – – –
EBA
860
Eagle Bay Advisors
New York
$1K -$27.3K -200 -96%
BCPWM
861
Bradley & Co Private Wealth Management
Florida
$1K – – –
CWC
862
Carolinas Wealth Consulting
North Carolina
$1K – – –
FEG
863
Financial Enhancement Group
Indiana
$1K – – –
SIS
864
Sound Income Strategies
Florida
$1K – – –
MFA
865
McClarren Financial Advisors
Pennsylvania
$1K +$1.09K +8 New
MOS
866
MGO One Seven
Ohio
$796 +$316K +2,321 +86%
WWP
867
WR Wealth Planners
Missouri
$277 +$273 +2 New
FP
868
Financial Perspectives
Minnesota
$275 – – –
LSA
869
Leonteq Securities AG
Switzerland
$137 – – –
JMF
870
Johnson Midwest Financial
Iowa
$7 +$6.4K +47 New
PI
871
PineBridge Investments
New York
– -$12.9M -100,600 Closed
DCP
872
Distillate Capital Partners
Illinois
– -$5.73M -44,783 Closed
Fayez Sarofim & Co
873
Fayez Sarofim & Co
Texas
– -$4.69M -36,624 Closed
PHK
874
Point72 Hong Kong
Hong Kong
– -$4.48M -34,986 Closed
Arrowstreet Capital
875
Arrowstreet Capital
Massachusetts
– -$4.27M -33,375 Closed
33 34
35
36 37

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.