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J.M. Smucker

677 hedge funds and large institutions have $10.3B invested in J.M. Smucker in 2015 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 249 increasing their positions, 186 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 39

100% more funds holding in top 10

Funds holding in top 10: 1020 (+10)

38% more call options, than puts

Call options by funds: $33.6M | Put options by funds: $24.3M

34% more repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 186

7% more capital invested

Capital invested by funds: $9.63B → $10.3B (+$703M)

7% more funds holding

Funds holding: 633677 (+44)

1.68% more ownership

Funds ownership: 74.27%75.95% (+1.7%)

Holders
677
Holders Change
+44
Holders Change %
+6.95%
% of All Funds
18.9%
Holding in Top 10
20
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+100%
% of All Funds
0.56%
New
89
Increased
249
Reduced
186
Closed
39
Calls
$33.6M
Puts
$24.3M
Net Calls
+$9.28M
Net Calls Change
+$28M
Name Holding Trade Value Shares
Change
Change in
Stake
NRECA
76
National Rural Electric Cooperative Association
Virginia
$27.4M
T. Rowe Price Associates
77
T. Rowe Price Associates
Maryland
$27.2M -$2M -17,900 -7%
IGIM
78
I.G. Investment Management
Manitoba, Canada
$27M +$26.4M +236,700 New
BIM
79
BlackRock Investment Management
Delaware
$26.7M +$914K +8,198 +4%
Stifel Financial
80
Stifel Financial
Missouri
$26.5M -$121K -1,081 -0.5%
Mitsubishi UFJ Trust & Banking
81
Mitsubishi UFJ Trust & Banking
Japan
$26.3M +$3.21M +28,756 +14%
California State Teachers Retirement System (CalSTRS)
82
California State Teachers Retirement System (CalSTRS)
California
$25.7M +$744K +6,674 +3%
VRS
83
Virginia Retirement Systems
Virginia
$25.1M -$371K -3,330 -1%
Arrowstreet Capital
84
Arrowstreet Capital
Massachusetts
$24.9M +$22.9M +205,600 +1,606%
AR
85
Advisory Research
Illinois
$24.3M -$51.4K -461 -0.2%
NFA
86
Nationwide Fund Advisors
Ohio
$22.8M +$509K +4,569 +2%
AllianceBernstein
87
AllianceBernstein
Tennessee
$22.5M +$183K +1,642 +0.8%
AAMU
88
Amundi Asset Management US
Massachusetts
$22.4M +$1.21M +10,886 +6%
SI
89
Scout Investments
Missouri
$21.9M +$3.87M +34,672 +22%
MTB
90
Mizuho Trust & Banking
Japan
$21.2M +$2.65M +23,733 +15%
KeyBank National Association
91
KeyBank National Association
Ohio
$20.8M -$553K -4,963 -3%
William Blair & Company
92
William Blair & Company
Illinois
$20.7M -$250K -2,239 -1%
New York State Teachers Retirement System (NYSTRS)
93
New York State Teachers Retirement System (NYSTRS)
New York
$20.4M +$62.8K +563 +0.3%
WG
94
Winton Group
United Kingdom
$20.2M +$19.8M +177,471 New
PMAM
95
Picton Mahoney Asset Management
Ontario, Canada
$20M +$19.6M +175,500 New
Royal Bank of Canada
96
Royal Bank of Canada
Ontario, Canada
$19.7M +$3M +26,907 +18%
SCM
97
Segantii Capital Management
Hong Kong
$19.7M +$19.5M +174,941 New
State of Wisconsin Investment Board
98
State of Wisconsin Investment Board
Wisconsin
$19.1M -$12.1M -108,530 -39%
Korea Investment Corp
99
Korea Investment Corp
South Korea
$18.9M +$9.46M +84,800 +105%
UBS Group
100
UBS Group
Switzerland
$18.7M +$1.19M +10,654 +7%

SJM Hedge Fund Activity: Q3 2015 in Review

677 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q3 2015, worth a combined $10.3B — up 7.3% from $9.63B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new SJM positions and 39 closed out — a net gain of 50 holders — while 249 added to existing stakes and 186 trimmed.

The largest buyer was Sculptor Capital, opening a new position worth an estimated $308M. The largest seller was Kohlberg Kravis Roberts & Co, exiting entirely with an estimated $1.03B sold.

  • 677 institutional investors held J.M. Smucker (SJM) as of Q3 2015, up from 633 in Q2 2015.
  • Funds reported $10.3B of J.M. Smucker stock for Q3 2015, up 7.3% quarter-over-quarter.
  • 89 funds opened new J.M. Smucker positions in Q3 2015 and 39 closed out, a net change of +50 holders.
  • The largest J.M. Smucker buyer in Q3 2015 was Sculptor Capital, an estimated $308M added.
  • The largest J.M. Smucker seller in Q3 2015 was Kohlberg Kravis Roberts & Co, an estimated $1.03B sold.

Based on aggregated 13F filings for Q3 2015.