J.M. Smucker
SJM
617 hedge funds and large institutions have $7.3B invested in J.M. Smucker in 2014 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 198 increasing their positions, 208 reducing their positions, and 45 closing their positions.
67% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 45
43% more call options, than puts
Call options by funds: $22.3M | Put options by funds: $15.5M
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
6% more capital invested
Capital invested by funds: $6.91B → $7.3B (+$390M)
3% more funds holding
Funds holding: 597 → 617 (+20)
2.45% more ownership
Funds ownership: 68.5% → 70.95% (+2.4%)
5% less repeat investments, than reductions
Existing positions increased: 198 | Existing positions reduced: 208
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nordea Investment Management
Stockholm,
Sweden
|
+$84M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$70.6M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
+$32.2M |
| 4 |
Goldman Sachs
New York
|
+$27.7M |
| 5 |
State Street
Boston,
Massachusetts
|
+$25.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HEIP
Hudson Edge Investment Partners
Jersey City,
New Jersey
|
-$24.8M |
| 2 |
KCM
Kornitzer Capital Management
Shawnee Mission,
Kansas
|
-$21.7M |
| 3 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
-$20.1M |
| 4 |
ARC
Absolute Return Capital
Boston,
Massachusetts
|
-$19.2M |
| 5 |
Renaissance Technologies
New York
|
-$19.1M |
SJM Hedge Fund Activity: Q4 2014 in Review
617 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q4 2014, worth a combined $7.3B — up 5.6% from $6.91B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new SJM positions and 45 closed out — a net gain of 30 holders — while 198 added to existing stakes and 208 trimmed.
The largest buyer was Nordea Investment Management, adding an estimated $84M. The largest seller was Hudson Edge Investment Partners, cutting an estimated $24.8M.
- 617 institutional investors held J.M. Smucker (SJM) as of Q4 2014, up from 597 in Q3 2014.
- Funds reported $7.3B of J.M. Smucker stock for Q4 2014, up 5.6% quarter-over-quarter.
- 75 funds opened new J.M. Smucker positions in Q4 2014 and 45 closed out, a net change of +30 holders.
- The largest J.M. Smucker buyer in Q4 2014 was Nordea Investment Management, an estimated $84M added.
- The largest J.M. Smucker seller in Q4 2014 was Hudson Edge Investment Partners, an estimated $24.8M sold.
Based on aggregated 13F filings for Q4 2014.