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J.M. Smucker
SJM

597 hedge funds and large institutions have $6.91B invested in J.M. Smucker in 2014 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 208 increasing their positions, 205 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 205

0.46% less ownership

Funds ownership: 68.97% → 68.5% (-0.46%)

8% less call options, than puts

Call options by funds: $20.4M | Put options by funds: $22.1M

2% less funds holding

Funds holding: 609 → 597 (-12)

8% less capital invested

Capital invested by funds: $7.49B → $6.91B (-$573M)

15% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 55

50% less funds holding in top 10

Funds holding in top 10: 6 → 3 (-3)

Holders
597
Holders Change
-12
Holders Change %
-1.97%
% of All Funds
17.32%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
47
Increased
208
Reduced
205
Closed
55
Calls
$20.4M
Puts
$22.1M
Net Calls
-$1.76M
Net Calls Change
-$7.24M

Top Buyers

1
WHG
Westwood Holdings Group
Texas
+$48.4M
2
American Century Companies
American Century Companies
Missouri
+$37.4M
3
SIA
Sit Investment Associates
Minnesota
+$35.9M
4
SI
Scout Investments
Missouri
+$33.8M
5
AI
Ariel Investments
Illinois
+$27.1M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$88.6M
2
Fidelity International
Fidelity International
Bermuda
-$64.9M
3
JHIU
Janus Henderson Investors US
Colorado
-$48.4M
4
CC
Carlson Capital
Texas
-$43.2M
5
WG
Winton Group
United Kingdom
-$21.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Caisse de Depot et Placement du Quebec (CDPQ)
151
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$5.34M -$287K -2,800 -5%
TAM
152
Trillium Asset Management
Massachusetts
$5.16M -$86.4K -842 -2%
AAF
153
Andra AP-fonden
Sweden
$5.07M +$1.4M +13,600 +36%
N
154
Natixis
France
$4.99M -$140K -1,363 -3%
TG
155
TCW Group
California
$4.93M -$215K -2,100 -4%
NLGIA
156
Nippon Life Global Investors Americas
New York
$4.79M +$367K +3,580 +8%
MSFP
157
Mark Sheptoff Financial Planning
Connecticut
$4.69M +$61.5K +599 +1%
BNP Paribas Financial Markets
158
BNP Paribas Financial Markets
France
$4.68M +$1.93M +18,801 +66%
SIRP
159
Shelter Insurance Retirement Plan
Missouri
$4.58M – – –
ASRS
160
Arizona State Retirement System
Arizona
$4.43M -$92.3K -900 -2%
RJA
161
Raymond James & Associates
Florida
$4.39M +$103 +1 +0%
National Pension Service
162
National Pension Service
South Korea
$4.35M +$4.51M +43,932 New
AP
163
AHL Partners
United Kingdom
$4.27M +$4.43M +43,178 New
AG
164
Aperio Group
California
$4.18M +$634K +6,179 +17%
Axa
165
Axa
France
$4.17M +$2.11M +20,600 +96%
SOMRS
166
State of Michigan Retirement System
Michigan
$4.13M -$82.1K -800 -2%
Aviva
167
Aviva
United Kingdom
$4.04M -$20.5K -200 -0.5%
GT
168
Glenmede Trust
Pennsylvania
$4.04M +$746K +7,267 +22%
ACI
169
AMP Capital Investors
Australia
$4.02M -$3.46M -33,715 -45%
TPSF
170
Texas Permanent School Fund
Texas
$3.92M -$378K -3,682 -9%
PL
171
Parthenon LLC
Kentucky
$3.89M +$21.5K +210 +0.5%
ISL
172
Ingalls & Snyder LLC
New York
$3.89M -$48.2K -470 -1%
Fifth Third Bancorp
173
Fifth Third Bancorp
Ohio
$3.81M -$98.8K -963 -2%
Public Sector Pension Investment Board (PSP Investments)
174
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.72M -$154K -1,500 -4%
Los Angeles Capital Management
175
Los Angeles Capital Management
California
$3.71M -$195K -1,900 -5%
5 6
7
8 9

SJM Hedge Fund Activity: Q3 2014 in Review

597 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q3 2014, worth a combined $6.91B — down 7.7% from $7.49B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of SJM and 47 opened new positions — a net loss of 8 holders — while 205 trimmed existing stakes and 208 added.

The largest buyer was Westwood Holdings Group, adding an estimated $48.4M. The largest seller was Norges Bank, cutting an estimated $88.6M.

  • 597 institutional investors held J.M. Smucker (SJM) as of Q3 2014, down from 609 in Q2 2014.
  • Funds reported $6.91B of J.M. Smucker stock for Q3 2014, down 7.7% quarter-over-quarter.
  • 47 funds opened new J.M. Smucker positions in Q3 2014 and 55 closed out, a net change of -8 holders.
  • The largest J.M. Smucker buyer in Q3 2014 was Westwood Holdings Group, an estimated $48.4M added.
  • The largest J.M. Smucker seller in Q3 2014 was Norges Bank, an estimated $88.6M sold.

Based on aggregated 13F filings for Q3 2014.