We are live on ! Find out more
SJM icon

J.M. Smucker

633 hedge funds and large institutions have $9.63B invested in J.M. Smucker in 2015 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 196 increasing their positions, 238 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 49

0% more funds holding

Funds holding: 630633 (+3)

0.33% more ownership

Funds ownership: 73.95%74.27% (+0.33%)

6% less capital invested

Capital invested by funds: $10.2B → $9.63B (-$625M)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

18% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 238

40% less call options, than puts

Call options by funds: $27.8M | Put options by funds: $46.6M

Holders
633
Holders Change
+3
Holders Change %
+0.48%
% of All Funds
17.05%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.27%
New
61
Increased
196
Reduced
238
Closed
49
Calls
$27.8M
Puts
$46.6M
Net Calls
-$18.8M
Net Calls Change
-$19.2M
Name Holding Trade Value Shares
Change
Change in
Stake
VRS
76
Virginia Retirement Systems
Virginia
$24.2M +$7.64M +66,001 +42%
California State Teachers Retirement System (CalSTRS)
77
California State Teachers Retirement System (CalSTRS)
California
$23.7M +$2.59M +22,402 +11%
AR
78
Advisory Research
Illinois
$23.1M -$1.61M -13,907 -6%
UOC
79
UBS O'Connor
Illinois
$22.6M +$1.48M +12,773 +7%
Mitsubishi UFJ Trust & Banking
80
Mitsubishi UFJ Trust & Banking
Japan
$21.9M -$286K -2,474 -1%
AllianceBernstein
81
AllianceBernstein
Tennessee
$21.2M +$32.1K +277 +0.1%
NFA
82
Nationwide Fund Advisors
Ohio
$21.2M -$4.05M -34,957 -15%
KeyBank National Association
83
KeyBank National Association
Ohio
$20.3M -$2.21M -19,126 -9%
AAMU
84
Amundi Asset Management US
Massachusetts
$20.1M -$4.67M -40,363 -18%
William Blair & Company
85
William Blair & Company
Illinois
$20M +$4.52M +39,036 +27%
New York State Teachers Retirement System (NYSTRS)
86
New York State Teachers Retirement System (NYSTRS)
New York
$19.3M -$1.21M -10,455 -6%
D.E. Shaw & Co
87
D.E. Shaw & Co
New York
$18.7M +$2.77M +23,906 +16%
Robeco Institutional Asset Management
88
Robeco Institutional Asset Management
Netherlands
$17.6M -$417K -3,600 -2%
MTB
89
Mizuho Trust & Banking
Japan
$17.5M +$1.36M +11,779 +8%
SI
90
Scout Investments
Missouri
$17M -$16.3M -140,859 -47%
UBS Group
91
UBS Group
Switzerland
$16.6M +$259K +2,235 +1%
YCMGA
92
York Capital Management Global Advisors
New York
$16.3M -$119M -1,030,390 -87%
RhumbLine Advisers
93
RhumbLine Advisers
Massachusetts
$16.2M +$682K +5,893 +4%
Royal Bank of Canada
94
Royal Bank of Canada
Ontario, Canada
$15.8M +$5.28M +45,630 +45%
Principal Financial Group
95
Principal Financial Group
Iowa
$15.1M -$879K -7,595 -5%
NIM
96
Nexus Investment Management
Ontario, Canada
$14.9M -$142K -1,225 -0.9%
GF
97
Gabelli Funds
New York
$14.6M +$231K +2,000 +2%
AQR Capital Management
98
AQR Capital Management
Connecticut
$14.2M -$67.7K -585 -0.4%
STCG
99
Speece Thorson Capital Group
Minnesota
$14.2M -$3.3M -28,525 -18%
Prudential Financial
100
Prudential Financial
New Jersey
$13.9M -$594K -5,130 -4%

SJM Hedge Fund Activity: Q2 2015 in Review

633 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2015, worth a combined $9.63B — down 6.1% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new SJM positions and 49 closed out — a net gain of 12 holders — while 196 added to existing stakes and 238 trimmed.

The largest buyer was Vanguard Group, adding an estimated $101M. The largest seller was York Capital Management Global Advisors, cutting an estimated $119M.

  • 633 institutional investors held J.M. Smucker (SJM) as of Q2 2015, up from 630 in Q1 2015.
  • Funds reported $9.63B of J.M. Smucker stock for Q2 2015, down 6.1% quarter-over-quarter.
  • 61 funds opened new J.M. Smucker positions in Q2 2015 and 49 closed out, a net change of +12 holders.
  • The largest J.M. Smucker buyer in Q2 2015 was Vanguard Group, an estimated $101M added.
  • The largest J.M. Smucker seller in Q2 2015 was York Capital Management Global Advisors, an estimated $119M sold.

Based on aggregated 13F filings for Q2 2015.