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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
Ohio Public Employees Retirement System (OPERS)
101
Ohio Public Employees Retirement System (OPERS)
Ohio
$11.8M -$1.02M -9,409 -8%
State of Wisconsin Investment Board
102
State of Wisconsin Investment Board
Wisconsin
$11.8M +$96.4K +890 +0.8%
Royal Bank of Canada
103
Royal Bank of Canada
Ontario, Canada
$11.7M -$634K -5,858 -5%
WBC
104
Westpac Banking Corp
Australia
$11.5M +$4.06M +37,481 +52%
VOYA Investment Management
105
VOYA Investment Management
Georgia
$11.4M -$48.6M -448,497 -81%
CC
106
Cannell & Co
New York
$11.3M -$325K -3,000 -3%
CIM
107
Contravisory Investment Management
Massachusetts
$11.2M +$11.5M +106,369 New
TA
108
Teachers Advisors
New York
$10.9M +$207K +1,909 +2%
Barclays
109
Barclays
United Kingdom
$10.9M +$2.89M +26,718 +35%
AL
110
AJO LP
Pennsylvania
$10.8M -$823K -7,600 -7%
AR
111
Advisory Research
Illinois
$10.8M +$186K +1,715 +2%
SMI
112
Shelter Mutual Insurance
Missouri
$10.2M
FBNAT
113
FirstMerit Bank N.A. Trustee
Ohio
$9.94M -$473K -4,372 -4%
Natixis Advisors
114
Natixis Advisors
Massachusetts
$9.94M -$73.8K -682 -0.7%
VRS
115
Virginia Retirement Systems
Virginia
$9.73M +$8.58M +79,265 +593%
Korea Investment Corp
116
Korea Investment Corp
South Korea
$9.7M -$2.45M -22,600 -20%
AAF
117
Andra AP-fonden
Sweden
$9.52M +$4.67M +43,100 +91%
SCM
118
Stevens Capital Management
Pennsylvania
$9.5M +$7.64M +70,581 +355%
STCG
119
Speece Thorson Capital Group
Minnesota
$9.41M -$131K -1,210 -1%
M2MC
120
Matthew 25 Management Corp
Pennsylvania
$8.98M
BA
121
BlackRock Advisors
Delaware
$8.94M -$241K -2,224 -3%
Caisse de Depot et Placement du Quebec (CDPQ)
122
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$8.86M -$2.06M -19,000 -18%
US Bancorp
123
US Bancorp
Minnesota
$8.19M +$115K +1,063 +1%
HSBC Holdings
124
HSBC Holdings
United Kingdom
$8.04M +$4.27M +39,449 +106%
Chevy Chase Trust
125
Chevy Chase Trust
Maryland
$8M +$46.8K +432 +0.6%

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.