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J.M. Smucker
SJM

943 hedge funds and large institutions have $13B invested in J.M. Smucker in 2023 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 306 increasing their positions, 345 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 57

2% more funds holding

Funds holding: 925 → 943 (+18)

4% more call options, than puts

Call options by funds: $44.5M | Put options by funds: $42.7M

3% less capital invested

Capital invested by funds: $13.4B → $13B (-$359M)

2.68% less ownership

Funds ownership: 80.79% → 78.12% (-2.7%)

11% less repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 345

44% less funds holding in top 10

Funds holding in top 10: 9 → 5 (-4)

Holders
943
Holders Change
+18
Holders Change %
+1.95%
% of All Funds
15.03%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
99
Increased
306
Reduced
345
Closed
57
Calls
$44.5M
Puts
$42.7M
Net Calls
+$1.78M
Net Calls Change
+$12.1M

Top Buyers

Rank Fund Capital Flow
1
ProShare Advisors
ProShare Advisors
Maryland
+$174M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$103M
3
Holocene Advisors
Holocene Advisors
New York
+$100M
4
DC
Davenport & Co
Virginia
+$51.1M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$38.6M

Top Sellers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
-$406M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$134M
3
Marshall Wace
Marshall Wace
United Kingdom
-$82M
4
LSV Asset Management
LSV Asset Management
Illinois
-$77.6M
5
Millennium Management
Millennium Management
New York
-$44.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
DI
901
Disciplined Investments
Oklahoma
$3.31K -$152 -1 -5%
SSB
902
Sandy Spring Bank
Maryland
$3.31K – – –
GBT
903
Grove Bank & Trust
Florida
$3.31K +$3.19K +21 New
EDRH
904
Edmond de Rothschild Holding
Switzerland
$3.15K – – –
MCM
905
Magnolia Capital Management
New York
$3K – – –
WAS
906
Winch Advisory Services
Wisconsin
$3K +$152 +1 +5%
NC
907
NewSquare Capital
Pennsylvania
$2.99K +$2.89K +19 New
RF
908
Robbins Farley
New Hampshire
$2.83K – – –
TF
909
TimeScale Financial
Massachusetts
$2.83K – – –
VCM
910
Versant Capital Management
Arizona
$2.83K – – –
PO
911
Private Ocean
California
$2.67K – – –
TAM
912
Tucker Asset Management
Colorado
$2.52K +$1.06K +7 +78%
SSC
913
Syverson Strege & Co
Iowa
$2.52K +$2.43K +16 New
BHWM
914
Beaird Harris Wealth Management
Texas
$2.36K -$11.4K -75 -83%
CHA
915
Carmichael Hill & Associates
Maryland
$2.2K – – –
IHWM
916
Iron Horse Wealth Management
Iowa
$2.05K +$1.98K +13 New
ADL
917
Asset Dedication LLC
California
$2K – – –
KFP
918
KB Financial Partners
New Jersey
$2K +$1.52K +10 New
BWAM
919
Boyd Watterson Asset Management
Ohio
$1.89K – – –
KM
920
Kalos Management
Georgia
$1.73K +$1.67K +11 New
AWM
921
Abound Wealth Management
Tennessee
$1.59K – – –
BCPWM
922
Bradley & Co Private Wealth Management
Florida
$1.57K – – –
AIC
923
Archer Investment Corporation
Indiana
$1.42K – – –
EBA
924
Eagle Bay Advisors
New York
$1.42K – – –
GI
925
Gradient Investments
Minnesota
$1.26K -$13.1K -86 -91%
35 36
37
38 39

SJM Hedge Fund Activity: Q1 2023 in Review

943 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q1 2023, worth a combined $13B — down 2.7% from $13.4B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new SJM positions and 57 closed out — a net gain of 42 holders — while 306 added to existing stakes and 345 trimmed.

The largest buyer was ProShare Advisors, adding an estimated $174M. The largest seller was Stifel Financial, cutting an estimated $406M.

  • 943 institutional investors held J.M. Smucker (SJM) as of Q1 2023, up from 925 in Q4 2022.
  • Funds reported $13B of J.M. Smucker stock for Q1 2023, down 2.7% quarter-over-quarter.
  • 99 funds opened new J.M. Smucker positions in Q1 2023 and 57 closed out, a net change of +42 holders.
  • The largest J.M. Smucker buyer in Q1 2023 was ProShare Advisors, an estimated $174M added.
  • The largest J.M. Smucker seller in Q1 2023 was Stifel Financial, an estimated $406M sold.

Based on aggregated 13F filings for Q1 2023.