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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
ZDA
126
Zweig-DiMenna Associates
New York
$11.5M +$11.2M +100,500 New
SMI
127
Shelter Mutual Insurance
Missouri
$11.1M
PP
128
PDT Partners
New York
$10.9M +$8.93M +80,113 +518%
D.E. Shaw & Co
129
D.E. Shaw & Co
New York
$10.5M -$8.95M -80,272 -47%
SAM
130
Shell Asset Management
Netherlands
$10.3M +$5.47M +49,020 +90%
LI
131
LMCG Investments
Massachusetts
$10.2M +$427K +3,831 +4%
SCM
132
Symons Capital Management
Pennsylvania
$10.1M -$668K -5,995 -6%
Canada Life
133
Canada Life
Manitoba, Canada
$9.66M -$2.46M -22,057 -21%
AIP
134
ARS Investment Partners
New York
$9.53M +$5.11M +45,791 +121%
BA
135
BlackRock Advisors
Delaware
$9.5M +$7.1M +63,676 +326%
Chevy Chase Trust
136
Chevy Chase Trust
Maryland
$9.46M +$568K +5,093 +7%
HSBC Holdings
137
HSBC Holdings
United Kingdom
$9.15M -$1.05M -9,404 -10%
US Bancorp
138
US Bancorp
Minnesota
$8.77M -$25.6K -230 -0.3%
M&T Bank
139
M&T Bank
New York
$8.62M -$299K -2,683 -3%
OCAM
140
Onex Canada Asset Management
Ontario, Canada
$8.52M +$11.2M +100,019 New
PCM
141
Polaris Capital Management
Massachusetts
$8.44M +$1.98M +17,800 +32%
CCMIC
142
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$8.17M +$541K +4,850 +7%
Citadel Advisors
143
Citadel Advisors
Florida
$8.05M +$7.03M +63,070 +845%
DP
144
Dearborn Partners
Illinois
$8.04M +$327K +2,933 +4%
Brown Advisory
145
Brown Advisory
Maryland
$8.01M +$3.6M +32,255 +85%
Axa
146
Axa
France
$7.96M -$4.82M -43,270 -38%
VOYA Investment Management
147
VOYA Investment Management
Georgia
$7.87M +$187K +1,677 +2%
Baird Financial Group
148
Baird Financial Group
Wisconsin
$7.75M +$1.89M +16,946 +33%
BTS
149
BB&T Securities
Virginia
$7.47M +$673K +6,036 +10%
FBC
150
Fairfield, Bush & Co
Connecticut
$7.38M +$225K +2,021 +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.