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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
SIS
876
Sound Income Strategies
Florida
$1K – – –
SIC
877
SJS Investment Consulting
Ohio
$1K +$638 +5 New
GFPC
878
Global Financial Private Client
Florida
$543 – – –
FP
879
Financial Perspectives
Minnesota
$272 – – –
BIM
880
Baldwin Investment Management
Pennsylvania
$214 +$201K +1,575 New
LSA
881
Leonteq Securities AG
Switzerland
$136 -$2.55K -20 -95%
CP
882
Castleview Partners
Texas
$95 +$1.65M +12,902 New
BBHC
883
Brown Brothers Harriman & Co
New York
$59 -$4.97K -39 -8%
AA
884
ALPS Advisors
Colorado
– -$15.6M -130,000 Closed
ACI
885
AMP Capital Investors
Australia
– -$9.39M -78,202 Closed
JG
886
Jefferies Group
New York
– -$7.6M -63,300 Closed
KRC
887
Kehrs Ridge Capital
New Jersey
– -$6M -50,000 Closed
DA
888
Duality Advisers
Florida
– -$5.48M -45,629 Closed
MP
889
McDonald Partners
Ohio
– -$3.09M -25,754 Closed
KWILP
890
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$2.95M -24,595 Closed
II
891
Inspire Investing
Idaho
– -$1.79M -14,923 Closed
ZIM
892
Zacks Investment Management
Illinois
– -$1.77M -14,748 Closed
MC
893
Maverick Capital
Texas
– -$1.57M -13,078 Closed
QC
894
Quadrature Capital
United Kingdom
– -$912K -7,599 Closed
PRC
895
Pearl River Capital
Michigan
– -$771K -6,422 Closed
MIH
896
Meitav Investment House
Israel
– -$720K -5,996 Closed
Walleye Trading
897
Walleye Trading
New York
– -$694K -5,443 Closed
ACM
898
Alethea Capital Management
Washington
– -$641K -5,340 Closed
Simplex Trading
899
Simplex Trading
Illinois
– -$522K -4,095 Closed
BC
900
Bridgefront Capital
Texas
– -$429K -3,573 Closed
34 35
36
37 38

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.