We are live on ! Find out more
SJM icon

J.M. Smucker

677 hedge funds and large institutions have $10.3B invested in J.M. Smucker in 2015 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 249 increasing their positions, 186 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 39

100% more funds holding in top 10

Funds holding in top 10: 1020 (+10)

38% more call options, than puts

Call options by funds: $33.6M | Put options by funds: $24.3M

34% more repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 186

7% more capital invested

Capital invested by funds: $9.63B → $10.3B (+$703M)

7% more funds holding

Funds holding: 633677 (+44)

1.68% more ownership

Funds ownership: 74.27%75.95% (+1.7%)

Holders
677
Holders Change
+44
Holders Change %
+6.95%
% of All Funds
18.9%
Holding in Top 10
20
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+100%
% of All Funds
0.56%
New
89
Increased
249
Reduced
186
Closed
39
Calls
$33.6M
Puts
$24.3M
Net Calls
+$9.28M
Net Calls Change
+$28M
Name Holding Trade Value Shares
Change
Change in
Stake
State of New Jersey Common Pension Fund D
151
State of New Jersey Common Pension Fund D
New Jersey
$7.37M
PAMU
152
Pictet Asset Management (UK)
United Kingdom
$7.33M -$2.98M -26,700 -29%
EIM
153
Emerson Investment Management
Massachusetts
$7.28M +$870K +7,800 +14%
RJFSA
154
Raymond James Financial Services Advisors
Florida
$7.09M +$6.93M +62,189 New
HNB
155
Huntington National Bank
Ohio
$6.99M -$246K -2,208 -3%
Susquehanna International Group
156
Susquehanna International Group
Pennsylvania
$6.82M +$5.05M +45,320 +314%
National Pension Service
157
National Pension Service
South Korea
$6.74M +$564K +5,056 +9%
JP Morgan Chase
158
JP Morgan Chase
New York
$6.71M -$3.76M -33,703 -36%
SAM
159
Silvercrest Asset Management
New York
$6.68M
TPCM
160
Three Peaks Capital Management
Colorado
$6.65M +$2.83M +25,398 +77%
Retirement Systems of Alabama
161
Retirement Systems of Alabama
Alabama
$6.62M +$274K +2,455 +4%
Envestnet Asset Management
162
Envestnet Asset Management
Illinois
$6.56M +$1.29M +11,586 +25%
MLICM
163
Metropolitan Life Insurance Company (MetLife)
New York
$6.48M +$239K +2,142 +4%
RC
164
Reik & Co
New York
$6.44M
TD Asset Management
165
TD Asset Management
Ontario, Canada
$6.26M +$234K +2,100 +4%
Los Angeles Capital Management
166
Los Angeles Capital Management
California
$6.26M -$3.32M -29,808 -35%
MSFP
167
Mark Sheptoff Financial Planning
Connecticut
$6.22M +$241K +2,157 +4%
SIPS
168
Shelter Insurance Profit Sharing
Missouri
$6.05M -$613K -5,500 -9%
AG
169
Aperio Group
California
$6.05M -$1.7M -15,247 -22%
AGM
170
Alpine Global Management
New York
$6.04M +$5.9M +52,960 New
BHC
171
Bowen Hanes & Co
Florida
$6.04M +$5.9M +52,925 New
WSCM
172
Wellington Shields Capital Management
New York
$5.98M +$296K +2,651 +5%
Aviva
173
Aviva
United Kingdom
$5.84M -$80.1K -718 -1%
DILH
174
Dai-ichi Life Holdings
Japan
$5.82M -$997K -8,942 -15%
AIG
175
American International Group
New York
$5.79M -$777K -6,966 -12%

SJM Hedge Fund Activity: Q3 2015 in Review

677 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q3 2015, worth a combined $10.3B — up 7.3% from $9.63B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new SJM positions and 39 closed out — a net gain of 50 holders — while 249 added to existing stakes and 186 trimmed.

The largest buyer was Sculptor Capital, opening a new position worth an estimated $308M. The largest seller was Kohlberg Kravis Roberts & Co, exiting entirely with an estimated $1.03B sold.

  • 677 institutional investors held J.M. Smucker (SJM) as of Q3 2015, up from 633 in Q2 2015.
  • Funds reported $10.3B of J.M. Smucker stock for Q3 2015, up 7.3% quarter-over-quarter.
  • 89 funds opened new J.M. Smucker positions in Q3 2015 and 39 closed out, a net change of +50 holders.
  • The largest J.M. Smucker buyer in Q3 2015 was Sculptor Capital, an estimated $308M added.
  • The largest J.M. Smucker seller in Q3 2015 was Kohlberg Kravis Roberts & Co, an estimated $1.03B sold.

Based on aggregated 13F filings for Q3 2015.