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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
Robeco Institutional Asset Management
101
Robeco Institutional Asset Management
Netherlands
$18.6M +$37.7K +338 +0.2%
Adage Capital Partners
102
Adage Capital Partners
Massachusetts
$17.7M -$122M -1,098,341 -88%
ESCM
103
Echo Street Capital Management
New York
$17.5M +$5.52M +49,515 +48%
Principal Financial Group
104
Principal Financial Group
Iowa
$17.2M +$1.29M +11,587 +8%
BJ
105
BlackRock Japan
Japan
$16.5M +$2.24M +20,080 +16%
AIM
106
Artemis Investment Management
United Kingdom
$16.1M +$15.8M +141,517 New
RhumbLine Advisers
107
RhumbLine Advisers
Massachusetts
$16.1M -$835K -7,488 -5%
NIM
108
Nexus Investment Management
Ontario, Canada
$16.1M +$424K +3,800 +3%
B
109
Barings
North Carolina
$15.9M +$3.99M +35,767 +34%
AFWA
110
Ancora Family Wealth Advisors
Ohio
$15.4M +$15.1M +135,290 New
Allianz Asset Management
111
Allianz Asset Management
Germany
$15.4M -$15.1M -135,640 -50%
State Board of Administration of Florida Retirement System
112
State Board of Administration of Florida Retirement System
Florida
$15.4M +$1.06M +9,518 +8%
GF
113
Gabelli Funds
New York
$15.3M
RJA
114
Raymond James & Associates
Florida
$14.9M +$2.35M +21,089 +19%
STCG
115
Speece Thorson Capital Group
Minnesota
$14.9M -$42.4K -380 -0.3%
Credit Agricole
116
Credit Agricole
France
$14.8M -$11M -99,031 -43%
Prudential Financial
117
Prudential Financial
New Jersey
$14.6M +$32.3K +290 +0.2%
Two Sigma Advisers
118
Two Sigma Advisers
New York
$14.3M +$13.2M +118,204 +1,655%
TA
119
Teachers Advisors
New York
$14.2M +$404K +3,626 +3%
DCLA
120
Douglas C. Lane & Associates
New York
$13.1M +$7.35M +65,889 +134%
SYBT
121
Stock Yards Bank & Trust
Kentucky
$12.9M -$204K -1,834 -2%
State of Tennessee, Department of Treasury
122
State of Tennessee, Department of Treasury
Tennessee
$12.6M +$10.6M +95,100 +618%
AQR Capital Management
123
AQR Capital Management
Connecticut
$12.1M -$2.77M -24,875 -19%
Ohio Public Employees Retirement System (OPERS)
124
Ohio Public Employees Retirement System (OPERS)
Ohio
$11.7M -$834K -7,478 -7%
SSA
125
South Street Advisors
New York
$11.5M +$298K +2,675 +3%

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.