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J.M. Smucker

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: 610 (+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: 861881 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
CCG
901
Cypress Capital Group
Florida
-$265K -2,069 Closed
TSS
902
Two Sigma Securities
New York
-$277K -2,031 Closed
HIM
903
Hotaling Investment Management
Pennsylvania
-$252K -1,964 Closed
EM
904
Excalibur Management
Massachusetts
-$245K -1,915 Closed
VCP
905
Verus Capital Partners
Arizona
-$238K -1,863 Closed
EP
906
Eudaimonia Partners
Tennessee
-$229K -1,789 Closed
EGM
907
Engineers Gate Manager
New York
-$218K -1,702 Closed
TI
908
Trexquant Investment
Connecticut
-$215K -1,681 Closed
ICP
909
Interchange Capital Partners
Pennsylvania
-$207K -1,619 Closed
AWM
910
Alterna Wealth Management
Texas
-$203K -1,586 Closed
SWM
911
SeaCrest Wealth Management
New York
-$161K -1,255 Closed
CIBC Private Wealth Group
912
CIBC Private Wealth Group
Georgia
-$139K -1,082 Closed
AWA
913
Arete Wealth Advisors
Illinois
-$202K -1,024 Closed
AW
914
ACG Wealth
Georgia
-$90K -701 Closed
CA
915
CoreCap Advisors
Michigan
-$65K -508 Closed
CI
916
CX Institutional
Indiana
-$64K -496 Closed
AWM
917
Accel Wealth Management
Iowa
-$65K -494 Closed
Group One Trading
918
Group One Trading
Illinois
-$54.5K -400 Closed
NICM
919
Neo Ivy Capital Management
New York
-$50K -398 Closed
OIS
920
Okabena Investment Services
Minnesota
-$30K -234 Closed
SSG
921
Summit Securities Group
New York
-$30.8K -226 -100%
PFGIA
922
Patriot Financial Group Insurance Agency
Massachusetts
-$26K -203 Closed
Jones Financial Companies
923
Jones Financial Companies
Missouri
-$26K -200 Closed
CWP
924
Concord Wealth Partners
Virginia
-$24K -186 Closed
RG
925
Retirement Group
California
-$11K -88 Closed

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.