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J.M. Smucker

712 hedge funds and large institutions have $11.1B invested in J.M. Smucker in 2016 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 246 increasing their positions, 252 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $21.5M | Put options by funds: $17.4M

22% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 60

1% more funds holding

Funds holding: 706712 (+6)

0.68% more ownership

Funds ownership: 74.91%75.58% (+0.68%)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

1% less capital invested

Capital invested by funds: $11.3B → $11.1B (-$124M)

2% less repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 252

Holders
712
Holders Change
+6
Holders Change %
+0.85%
% of All Funds
18.97%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.43%
New
73
Increased
246
Reduced
252
Closed
60
Calls
$21.5M
Puts
$17.4M
Net Calls
+$4.06M
Net Calls Change
-$3.15M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
76
Bridgeway Capital Management
Texas
$28.9M
IGIM
77
I.G. Investment Management
Manitoba, Canada
$28.7M -$3.78M -30,000 -12%
SFM
78
Systematic Financial Management
New Jersey
$28M +$27.2M +215,941 New
AllianceBernstein
79
AllianceBernstein
Tennessee
$28M -$116K -921 -0.4%
CS
80
Credit Suisse
Switzerland
$27.3M -$10.8M -85,345 -29%
UBS Group
81
UBS Group
Switzerland
$27.2M -$327K -2,592 -1%
William Blair & Company
82
William Blair & Company
Illinois
$26.8M +$409K +3,243 +2%
AC
83
Alleghany Corporation
New York
$26.6M
Stifel Financial
84
Stifel Financial
Missouri
$26.4M -$3.09M -24,490 -11%
MTB
85
Mizuho Trust & Banking
Japan
$25.1M +$1.22M +9,671 +5%
Korea Investment Corp
86
Korea Investment Corp
South Korea
$24.7M -$1.44M -11,400 -6%
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$24.6M -$9.54M -75,663 -29%
Two Sigma Investments
88
Two Sigma Investments
New York
$24.3M -$18.5M -147,075 -44%
NFA
89
Nationwide Fund Advisors
Ohio
$24.1M -$862K -6,838 -4%
Principal Financial Group
90
Principal Financial Group
Iowa
$24M +$612K +4,852 +3%
New York State Teachers Retirement System (NYSTRS)
91
New York State Teachers Retirement System (NYSTRS)
New York
$23.4M +$126 +1 +0%
EC
92
Eminence Capital
New York
$23.2M -$104M -828,880 -82%
Millennium Management
93
Millennium Management
New York
$22.9M -$30M -238,041 -57%
VRS
94
Virginia Retirement System
Virginia
$22.8M +$22.1M +175,503 New
Robeco Institutional Asset Management
95
Robeco Institutional Asset Management
Netherlands
$22.8M -$449K -3,564 -2%
CRM
96
Cramer Rosenthal McGlynn
Connecticut
$22.6M -$12M -95,218 -35%
RhumbLine Advisers
97
RhumbLine Advisers
Massachusetts
$21.6M +$950K +7,536 +5%
JIC
98
Johnson Investment Counsel
Ohio
$21.3M -$17.9M -142,254 -46%
TA
99
Teachers Advisors
New York
$21.1M +$3.99M +31,641 +24%
KeyBank National Association
100
KeyBank National Association
Ohio
$21M -$3.11M -24,714 -13%

SJM Hedge Fund Activity: Q1 2016 in Review

712 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q1 2016, worth a combined $11.1B — down 1.1% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new SJM positions and 60 closed out — a net gain of 13 holders — while 246 added to existing stakes and 252 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $458M. The largest seller was Senator Investment Group, exiting entirely with an estimated $123M sold.

  • 712 institutional investors held J.M. Smucker (SJM) as of Q1 2016, up from 706 in Q4 2015.
  • Funds reported $11.1B of J.M. Smucker stock for Q1 2016, down 1.1% quarter-over-quarter.
  • 73 funds opened new J.M. Smucker positions in Q1 2016 and 60 closed out, a net change of +13 holders.
  • The largest J.M. Smucker buyer in Q1 2016 was Royal London Asset Management, an estimated $458M added.
  • The largest J.M. Smucker seller in Q1 2016 was Senator Investment Group, an estimated $123M sold.

Based on aggregated 13F filings for Q1 2016.