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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
Ohio Public Employees Retirement System (OPERS)
126
Ohio Public Employees Retirement System (OPERS)
Ohio
$13.9M -$1.77M -14,056 -12%
Bank of Montreal
127
Bank of Montreal
Ontario, Canada
$13.6M +$2.54M +20,186 +24%
Chevy Chase Trust
128
Chevy Chase Trust
Maryland
$13.3M +$400K +3,176 +3%
SYBT
129
Stock Yards Bank & Trust
Kentucky
$13.2M -$1.45M -11,510 -10%
SFM
130
Stack Financial Management
Montana
$12.8M -$209K -1,655 -2%
Voloridge Investment Management
131
Voloridge Investment Management
Florida
$12.7M +$2.39M +18,991 +24%
SMI
132
Shelter Mutual Insurance
Missouri
$12.6M
Envestnet Asset Management
133
Envestnet Asset Management
Illinois
$12.2M +$528K +4,188 +5%
BCIM
134
British Columbia Investment Management
British Columbia, Canada
$11.9M +$4.99M +39,593 +76%
SCM
135
Symons Capital Management
Pennsylvania
$11.6M +$34K +270 +0.3%
PAMU
136
Pictet Asset Management (UK)
United Kingdom
$11.5M +$2.73M +21,700 +32%
Allianz Asset Management
137
Allianz Asset Management
Germany
$11.5M +$6.6M +52,372 +145%
STCG
138
Speece Thorson Capital Group
Minnesota
$11.5M -$5.43M -43,057 -33%
O
139
OppenheimerFunds
New York
$11.2M +$10.4M +82,375 +2,054%
Axa
140
Axa
France
$11.1M +$2.26M +17,900 +26%
State of Wisconsin Investment Board
141
State of Wisconsin Investment Board
Wisconsin
$11M -$7.18M -56,946 -40%
CCI
142
Columbus Circle Investors
$10.7M +$10.4M +82,301 New
TPCM
143
Three Peaks Capital Management
Colorado
$10.5M +$1.29M +10,209 +14%
VOYA Investment Management
144
VOYA Investment Management
Georgia
$10.3M +$1.14M +9,075 +13%
Baird Financial Group
145
Baird Financial Group
Wisconsin
$10.1M +$1.2M +9,558 +14%
N
146
Natixis
France
$10.1M +$9.78M +77,568 New
US Bancorp
147
US Bancorp
Minnesota
$9.95M +$742K +5,888 +8%
UCFA
148
United Capital Financial Advisors
Texas
$9.95M +$919K +7,295 +11%
Balyasny Asset Management
149
Balyasny Asset Management
Illinois
$9.89M +$9.6M +76,175 New
D.E. Shaw & Co
150
D.E. Shaw & Co
New York
$9.68M -$24.7M -195,579 -72%

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.