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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
JP Morgan Chase
101
JP Morgan Chase
New York
$21M +$131K +1,043 +0.6%
PCM
102
Polaris Capital Management
Massachusetts
$20.5M +$7.52M +59,700 +59%
MAM
103
Martingale Asset Management
Massachusetts
$19.9M +$17.8M +141,310 +1,194%
Prudential Financial
104
Prudential Financial
New Jersey
$19.5M +$272K +2,160 +1%
APG Asset Management
105
APG Asset Management
Netherlands
$19.5M +$1.47M +11,677 +8%
BJ
106
BlackRock Japan
Japan
$19.4M +$544K +4,318 +3%
HA
107
Homestead Advisers
Virginia
$19.3M +$18.8M +148,853 New
BHC
108
Bowen Hanes & Co
Florida
$19.2M +$2.52M +20,000 +16%
AQR Capital Management
109
AQR Capital Management
Connecticut
$19.1M +$1.1M +8,727 +6%
DP
110
Dearborn Partners
Illinois
$18.7M +$1.65M +13,093 +10%
RJA
111
Raymond James & Associates
Florida
$18.6M -$1.85M -14,710 -9%
State Board of Administration of Florida Retirement System
112
State Board of Administration of Florida Retirement System
Florida
$18.4M +$348K +2,765 +2%
NIM
113
Nexus Investment Management
Ontario, Canada
$18.1M -$147K -1,170 -0.8%
Canada Life
114
Canada Life
Manitoba, Canada
$17.7M +$6.7M +53,156 +64%
RIM
115
RS Investment Management
California
$17.5M -$6.23M -49,435 -27%
GF
116
Gabelli Funds
New York
$17.4M
CCMH
117
Cornerstone Capital Management Holdings
New York
$17.3M +$11.6M +92,141 +224%
Canada Pension Plan Investment Board
118
Canada Pension Plan Investment Board
Ontario, Canada
$17.1M +$11.9M +94,106 +249%
JHIU
119
Janus Henderson Investors US
Colorado
$16M +$2.52M +19,986 +19%
First Trust Advisors
120
First Trust Advisors
Illinois
$15.7M +$15.2M +120,769 New
DLA
121
Douglas Lane & Associates
New York
$14.7M +$14.3M +113,230 New
ESCM
122
Echo Street Capital Management
New York
$14.7M +$7.45M +59,144 +110%
SSA
123
South Street Advisors
New York
$14.4M -$1.89K -15 -0%
BA
124
BlackRock Advisors
Delaware
$14.3M -$23.3K -185 -0.2%
State of Tennessee, Department of Treasury
125
State of Tennessee, Department of Treasury
Tennessee
$14.2M +$314K +2,494 +2%

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.