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J.M. Smucker

580 hedge funds and large institutions have $7.72B invested in J.M. Smucker in 2013 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 182 increasing their positions, 217 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 37

4% more funds holding

Funds holding: 559580 (+21)

1% more capital invested

Capital invested by funds: $7.62B → $7.72B (+$94.7M)

0.04% less ownership

Funds ownership: 70.02%69.98% (-0.04%)

16% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 217

36% less call options, than puts

Call options by funds: $28.4M | Put options by funds: $44.5M

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
580
Holders Change
+21
Holders Change %
+3.76%
% of All Funds
18.81%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.1%
New
62
Increased
182
Reduced
217
Closed
37
Calls
$28.4M
Puts
$44.5M
Net Calls
-$16.2M
Net Calls Change
-$7.25M
Name Holding Trade Value Shares
Change
Change in
Stake
SSA
151
South Street Advisors
New York
$5.91M +$343K +3,171 +6%
LMGAM
152
Liberty Mutual Group Asset Management
Massachusetts
$5.74M -$1.11M -10,262 -16%
BGIM
153
Brandywine Global Investment Management
Pennsylvania
$5.58M -$10.8K -100 -0.2%
TPSF
154
Texas Permanent School Fund
Texas
$5.49M -$296K -2,732 -5%
Citigroup
155
Citigroup
New York
$5.48M -$1.38M -12,751 -20%
Comerica Bank
156
Comerica Bank
Texas
$5.48M +$68.6K +634 +1%
N
157
Natixis
France
$5.46M +$5.63M +52,024 New
TRSOTSOK
158
Teachers Retirement System of the State of Kentucky
Kentucky
$5.46M -$282K -2,600 -5%
TG
159
TCW Group
California
$5.46M -$70.4K -650 -1%
RC
160
Reik & Co
New York
$5.23M
SAM
161
Shell Asset Management
Netherlands
$5.19M +$1.75M +16,193 +49%
TAM
162
Trillium Asset Management
Massachusetts
$5.18M +$37.5K +346 +0.7%
RJA
163
Raymond James & Associates
Florida
$5.18M -$735K -6,784 -12%
Nomura Holdings
164
Nomura Holdings
Japan
$5.13M +$2.29M +21,186 +77%
ASRS
165
Arizona State Retirement System
Arizona
$4.96M -$97.5K -900 -2%
SIRP
166
Shelter Insurance Retirement Plan
Missouri
$4.86M
AIG
167
American International Group
New York
$4.84M -$44.2K -408 -0.9%
BII
168
Baring International Investment
United Kingdom
$4.84M -$747K -6,896 -13%
IRF
169
IBM Retirement Fund
New York
$4.65M -$713K -6,584 -13%
DP
170
Dearborn Partners
Illinois
$4.53M +$436K +4,028 +10%
SOMRS
171
State of Michigan Retirement System
Michigan
$4.5M -$86.6K -800 -2%
CCM
172
Catapult Capital Management
New York
$4.45M +$4.59M +42,398 New
KBC Group
173
KBC Group
Belgium
$4.4M -$1.92M -17,729 -30%
GA
174
Glenhill Advisors
New York
$4.35M +$4.49M +41,444 New
FQ
175
First Quadrant
California
$4.35M

SJM Hedge Fund Activity: Q3 2013 in Review

580 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q3 2013, worth a combined $7.72B — up 1.2% from $7.62B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new SJM positions and 37 closed out — a net gain of 25 holders — while 182 added to existing stakes and 217 trimmed.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $100M. The largest seller was Massachusetts Financial Services, cutting an estimated $133M.

  • 580 institutional investors held J.M. Smucker (SJM) as of Q3 2013, up from 559 in Q2 2013.
  • Funds reported $7.72B of J.M. Smucker stock for Q3 2013, up 1.2% quarter-over-quarter.
  • 62 funds opened new J.M. Smucker positions in Q3 2013 and 37 closed out, a net change of +25 holders.
  • The largest J.M. Smucker buyer in Q3 2013 was Adage Capital Partners, an estimated $100M added.
  • The largest J.M. Smucker seller in Q3 2013 was Massachusetts Financial Services, an estimated $133M sold.

Based on aggregated 13F filings for Q3 2013.