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J.M. Smucker

633 hedge funds and large institutions have $9.63B invested in J.M. Smucker in 2015 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 196 increasing their positions, 238 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 49

0% more funds holding

Funds holding: 630633 (+3)

0.33% more ownership

Funds ownership: 73.95%74.27% (+0.33%)

6% less capital invested

Capital invested by funds: $10.2B → $9.63B (-$625M)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

18% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 238

40% less call options, than puts

Call options by funds: $27.8M | Put options by funds: $46.6M

Holders
633
Holders Change
+3
Holders Change %
+0.48%
% of All Funds
17.05%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.27%
New
61
Increased
196
Reduced
238
Closed
49
Calls
$27.8M
Puts
$46.6M
Net Calls
-$18.8M
Net Calls Change
-$19.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
151
Mark Sheptoff Financial Planning
Connecticut
$5.68M +$42K +363 +0.7%
Aviva
152
Aviva
United Kingdom
$5.63M -$46.3K -400 -0.8%
SW
153
SVB Wealth
Massachusetts
$5.59M -$443K -3,829 -7%
DnB Asset Management
154
DnB Asset Management
Norway
$5.56M +$1.28M +11,100 +28%
AAF
155
Andra AP-fonden
Sweden
$5.54M +$104K +900 +2%
Baird Financial Group
156
Baird Financial Group
Wisconsin
$5.52M +$5.9M +50,950 New
WSCM
157
Wellington Shields Capital Management
New York
$5.4M -$220K -1,900 -4%
NFGCM
158
Norman Fields Gottscho Capital Management
New York
$5.37M +$1.5M +12,955 +35%
DCLA
159
Douglas C. Lane & Associates
New York
$5.31M +$5.67M +49,022 New
SIRP
160
Shelter Insurance Retirement Plan
Missouri
$5.02M
Bank of Montreal
161
Bank of Montreal
Ontario, Canada
$4.98M +$350K +3,024 +7%
Envestnet Asset Management
162
Envestnet Asset Management
Illinois
$4.97M +$1.38M +11,893 +35%
HEIP
163
Hudson Edge Investment Partners
New Jersey
$4.85M -$72.9K -630 -1%
Caisse de Depot et Placement du Quebec (CDPQ)
164
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$4.63M -$255K -2,200 -5%
HighTower Advisors
165
HighTower Advisors
Illinois
$4.3M +$4M +34,595 +667%
BCIM
166
British Columbia Investment Management
British Columbia, Canada
$4.3M -$646K -5,584 -12%
TSU
167
TD Securities (USA)
New York
$4.25M +$312K +2,695 +7%
Fifth Third Bancorp
168
Fifth Third Bancorp
Ohio
$4.24M +$117K +1,009 +3%
PL
169
Parthenon LLC
Kentucky
$4.22M
Commonwealth Equity Services
170
Commonwealth Equity Services
Massachusetts
$4.16M +$1.47M +12,670 +49%
Brown Advisory
171
Brown Advisory
Maryland
$4.11M -$389K -3,362 -8%
SEI Investments
172
SEI Investments
Pennsylvania
$4.09M -$45.8K -396 -1%
AIP
173
ARS Investment Partners
New York
$4.09M +$40.3K +348 +0.9%
PGIM
174
Pacific Global Investment Management
California
$4.09M +$484K +4,180 +12%
SOMRS
175
State of Michigan Retirement System
Michigan
$4.08M -$185K -1,600 -4%

SJM Hedge Fund Activity: Q2 2015 in Review

633 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2015, worth a combined $9.63B — down 6.1% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new SJM positions and 49 closed out — a net gain of 12 holders — while 196 added to existing stakes and 238 trimmed.

The largest buyer was Vanguard Group, adding an estimated $101M. The largest seller was York Capital Management Global Advisors, cutting an estimated $119M.

  • 633 institutional investors held J.M. Smucker (SJM) as of Q2 2015, up from 630 in Q1 2015.
  • Funds reported $9.63B of J.M. Smucker stock for Q2 2015, down 6.1% quarter-over-quarter.
  • 61 funds opened new J.M. Smucker positions in Q2 2015 and 49 closed out, a net change of +12 holders.
  • The largest J.M. Smucker buyer in Q2 2015 was Vanguard Group, an estimated $101M added.
  • The largest J.M. Smucker seller in Q2 2015 was York Capital Management Global Advisors, an estimated $119M sold.

Based on aggregated 13F filings for Q2 2015.