J.M. Smucker
605 hedge funds and large institutions have $7.42B invested in J.M. Smucker in 2013 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 179 increasing their positions, 241 reducing their positions, and 38 closing their positions.
76% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 38
4% more funds holding
Funds holding: 580 → 605 (+25)
4% less capital invested
Capital invested by funds: $7.72B → $7.42B (-$291M)
1.74% less ownership
Funds ownership: 69.98% → 68.24% (-1.7%)
17% less call options, than puts
Call options by funds: $30.9M | Put options by funds: $37.1M
26% less repeat investments, than reductions
Existing positions increased: 179 | Existing positions reduced: 241
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
+$72.5M |
| 2 |
HEIP
Hudson Edge Investment Partners
Jersey City,
New Jersey
|
+$41.4M |
| 3 |
AI
Ariel Investments
Chicago,
Illinois
|
+$36M |
| 4 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$25M |
| 5 |
Adage Capital Partners
Boston,
Massachusetts
|
+$22.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$109M |
| 2 |
SI
Scout Investments
Kansas City,
Missouri
|
-$50.6M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$42.1M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$40.8M |
| 5 |
BG
BlackRock Group
London,
United Kingdom
|
-$38.5M |
SJM Hedge Fund Activity: Q4 2013 in Review
605 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q4 2013, worth a combined $7.42B — down 3.8% from $7.72B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new SJM positions and 38 closed out — a net gain of 29 holders — while 179 added to existing stakes and 241 trimmed.
The largest buyer was Allianz Asset Management, adding an estimated $72.5M. The largest seller was Massachusetts Financial Services, cutting an estimated $109M.
- 605 institutional investors held J.M. Smucker (SJM) as of Q4 2013, up from 580 in Q3 2013.
- Funds reported $7.42B of J.M. Smucker stock for Q4 2013, down 3.8% quarter-over-quarter.
- 67 funds opened new J.M. Smucker positions in Q4 2013 and 38 closed out, a net change of +29 holders.
- The largest J.M. Smucker buyer in Q4 2013 was Allianz Asset Management, an estimated $72.5M added.
- The largest J.M. Smucker seller in Q4 2013 was Massachusetts Financial Services, an estimated $109M sold.
Based on aggregated 13F filings for Q4 2013.