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J.M. Smucker
SJM

597 hedge funds and large institutions have $6.91B invested in J.M. Smucker in 2014 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 208 increasing their positions, 205 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 205

0.46% less ownership

Funds ownership: 68.97% → 68.5% (-0.46%)

8% less call options, than puts

Call options by funds: $20.4M | Put options by funds: $22.1M

2% less funds holding

Funds holding: 609 → 597 (-12)

8% less capital invested

Capital invested by funds: $7.49B → $6.91B (-$573M)

15% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 55

50% less funds holding in top 10

Funds holding in top 10: 6 → 3 (-3)

Holders
597
Holders Change
-12
Holders Change %
-1.97%
% of All Funds
17.32%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
47
Increased
208
Reduced
205
Closed
55
Calls
$20.4M
Puts
$22.1M
Net Calls
-$1.76M
Net Calls Change
-$7.24M

Top Buyers

1
WHG
Westwood Holdings Group
Texas
+$48.4M
2
American Century Companies
American Century Companies
Missouri
+$37.4M
3
SIA
Sit Investment Associates
Minnesota
+$35.9M
4
SI
Scout Investments
Missouri
+$33.8M
5
AI
Ariel Investments
Illinois
+$27.1M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$88.6M
2
Fidelity International
Fidelity International
Bermuda
-$64.9M
3
JHIU
Janus Henderson Investors US
Colorado
-$48.4M
4
CC
Carlson Capital
Texas
-$43.2M
5
WG
Winton Group
United Kingdom
-$21.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
STB
101
S&T Bank
Pennsylvania
$12M -$63.4K -618 -0.5%
BSA
102
Braun Stacey Associates
New York
$11.6M +$123K +1,203 +1%
BJ
103
BlackRock Japan
Japan
$11.5M +$1.04M +10,131 +10%
SYBT
104
Stock Yards Bank & Trust
Kentucky
$11.3M -$574K -5,597 -5%
SAM
105
Shell Asset Management
Netherlands
$10.3M +$58.9K +574 +0.6%
Barclays
106
Barclays
United Kingdom
$10.1M +$3.52M +34,266 +50%
TA
107
Teachers Advisors
New York
$9.84M +$439K +4,279 +5%
MSA
108
Mason Street Advisors
Wisconsin
$9.68M +$6.07M +59,133 +153%
SMI
109
Shelter Mutual Insurance
Missouri
$9.61M – – –
HSBC Holdings
110
HSBC Holdings
United Kingdom
$9.61M +$775K +7,550 +8%
Korea Investment Corp
111
Korea Investment Corp
South Korea
$9.1M -$462K -4,500 -5%
EA
112
Euclid Advisors
Connecticut
$9.03M +$983K +9,580 +12%
SMDAM
113
Sumitomo Mitsui DS Asset Management
Japan
$8.42M +$7.4M +72,143 +558%
Royal Bank of Canada
114
Royal Bank of Canada
Ontario, Canada
$8.26M +$1.88M +18,292 +28%
MAM
115
Martingale Asset Management
Massachusetts
$8.24M +$1.46M +14,201 +21%
SCM
116
Stevens Capital Management
Pennsylvania
$8.22M +$7.76M +75,610 +1,016%
Schroder Investment Management Group
117
Schroder Investment Management Group
United Kingdom
$8.19M +$8.49M +82,706 New
Citigroup
118
Citigroup
New York
$8.08M -$1.35M -13,189 -14%
William Blair & Company
119
William Blair & Company
Illinois
$8.06M +$64K +624 +0.8%
M&T Bank
120
M&T Bank
New York
$8M +$8.09M +78,825 +3,887%
US Bancorp
121
US Bancorp
Minnesota
$7.97M +$455K +4,438 +6%
Canada Life
122
Canada Life
Manitoba, Canada
$7.84M +$207K +2,014 +3%
WG
123
Winton Group
United Kingdom
$7.83M -$21.5M -209,443 -73%
Chevy Chase Trust
124
Chevy Chase Trust
Maryland
$7.79M +$349K +3,405 +5%
PAMU
125
Pictet Asset Management (UK)
United Kingdom
$7.68M +$1.25M +12,200 +19%
3 4
5
6 7

SJM Hedge Fund Activity: Q3 2014 in Review

597 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q3 2014, worth a combined $6.91B — down 7.7% from $7.49B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of SJM and 47 opened new positions — a net loss of 8 holders — while 205 trimmed existing stakes and 208 added.

The largest buyer was Westwood Holdings Group, adding an estimated $48.4M. The largest seller was Norges Bank, cutting an estimated $88.6M.

  • 597 institutional investors held J.M. Smucker (SJM) as of Q3 2014, down from 609 in Q2 2014.
  • Funds reported $6.91B of J.M. Smucker stock for Q3 2014, down 7.7% quarter-over-quarter.
  • 47 funds opened new J.M. Smucker positions in Q3 2014 and 55 closed out, a net change of -8 holders.
  • The largest J.M. Smucker buyer in Q3 2014 was Westwood Holdings Group, an estimated $48.4M added.
  • The largest J.M. Smucker seller in Q3 2014 was Norges Bank, an estimated $88.6M sold.

Based on aggregated 13F filings for Q3 2014.