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J.M. Smucker

580 hedge funds and large institutions have $7.72B invested in J.M. Smucker in 2013 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 182 increasing their positions, 217 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 37

4% more funds holding

Funds holding: 559580 (+21)

1% more capital invested

Capital invested by funds: $7.62B → $7.72B (+$94.7M)

0.04% less ownership

Funds ownership: 70.02%69.98% (-0.04%)

16% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 217

36% less call options, than puts

Call options by funds: $28.4M | Put options by funds: $44.5M

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
580
Holders Change
+21
Holders Change %
+3.76%
% of All Funds
18.81%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.1%
New
62
Increased
182
Reduced
217
Closed
37
Calls
$28.4M
Puts
$44.5M
Net Calls
-$16.2M
Net Calls Change
-$7.25M
Name Holding Trade Value Shares
Change
Change in
Stake
TD Asset Management
76
TD Asset Management
Ontario, Canada
$20.1M +$97.5K +900 +0.5%
State Board of Administration of Florida Retirement System
77
State Board of Administration of Florida Retirement System
Florida
$20M -$1.13M -10,455 -5%
KeyBank National Association
78
KeyBank National Association
Ohio
$19.3M -$4.82M -44,478 -19%
PPA
79
Parametric Portfolio Associates
Washington
$18.6M +$403K +3,721 +2%
William Blair & Company
80
William Blair & Company
Illinois
$17.6M -$178K -1,642 -1%
RCAMU
81
Rothschild & Co Asset Management US
Connecticut
$17.2M +$501K +4,628 +3%
RhumbLine Advisers
82
RhumbLine Advisers
Massachusetts
$17M -$1.24M -11,454 -7%
GF
83
Gabelli Funds
New York
$16.6M +$1.2M +11,089 +8%
MTB
84
Mizuho Trust & Banking
Japan
$16.5M
BPBT
85
Boston Private Bank & Trust
Massachusetts
$16.5M -$539K -4,980 -3%
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
$16.1M -$4.78M -44,153 -22%
Millennium Management
87
Millennium Management
New York
$15.6M +$7.97M +73,610 +98%
U
88
UBS
Switzerland
$15.3M +$1.81M +16,699 +13%
BSA
89
Braun Stacey Associates
New York
$15.2M +$44.4K +410 +0.3%
NIM
90
Nexus Investment Management
Ontario, Canada
$14.4M +$2.71K +25 +0%
Principal Financial Group
91
Principal Financial Group
Iowa
$14.1M -$5.97M -55,171 -29%
USAA
92
United Services Automobile Association
Texas
$13.7M +$149K +1,379 +1%
BJ
93
BlackRock Japan
Japan
$13.7M -$5.8M -53,585 -29%
Credit Agricole
94
Credit Agricole
France
$13.6M +$14M +129,464 New
NTCOC
95
Northern Trust Company of Connecticut
Connecticut
$13.4M -$2.58M -23,787 -16%
CCMLC
96
Cardinal Capital Management LLC (Connecticut)
Connecticut
$13.2M -$3.34M -30,887 -20%
SYBT
97
Stock Yards Bank & Trust
Kentucky
$12.5M -$11M -101,580 -46%
HW
98
Hancock Whitney
Mississippi
$12.4M -$816K -7,538 -6%
BCIM
99
British Columbia Investment Management
British Columbia, Canada
$12.2M +$615K +5,681 +5%
STB
100
S&T Bank
Pennsylvania
$12M +$2.76M +25,527 +29%

SJM Hedge Fund Activity: Q3 2013 in Review

580 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q3 2013, worth a combined $7.72B — up 1.2% from $7.62B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new SJM positions and 37 closed out — a net gain of 25 holders — while 182 added to existing stakes and 217 trimmed.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $100M. The largest seller was Massachusetts Financial Services, cutting an estimated $133M.

  • 580 institutional investors held J.M. Smucker (SJM) as of Q3 2013, up from 559 in Q2 2013.
  • Funds reported $7.72B of J.M. Smucker stock for Q3 2013, up 1.2% quarter-over-quarter.
  • 62 funds opened new J.M. Smucker positions in Q3 2013 and 37 closed out, a net change of +25 holders.
  • The largest J.M. Smucker buyer in Q3 2013 was Adage Capital Partners, an estimated $100M added.
  • The largest J.M. Smucker seller in Q3 2013 was Massachusetts Financial Services, an estimated $133M sold.

Based on aggregated 13F filings for Q3 2013.