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J.M. Smucker

712 hedge funds and large institutions have $11.1B invested in J.M. Smucker in 2016 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 246 increasing their positions, 252 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $21.5M | Put options by funds: $17.4M

22% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 60

1% more funds holding

Funds holding: 706712 (+6)

0.68% more ownership

Funds ownership: 74.91%75.58% (+0.68%)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

1% less capital invested

Capital invested by funds: $11.3B → $11.1B (-$124M)

2% less repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 252

Holders
712
Holders Change
+6
Holders Change %
+0.85%
% of All Funds
18.97%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.43%
New
73
Increased
246
Reduced
252
Closed
60
Calls
$21.5M
Puts
$17.4M
Net Calls
+$4.06M
Net Calls Change
-$3.15M
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
151
M&T Bank
New York
$9.68M +$101K +802 +1%
QI
152
QS Investors
New York
$9.28M +$134K +1,062 +2%
CCMIC
153
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$9.24M -$176K -1,395 -2%
National Pension Service
154
National Pension Service
South Korea
$8.59M +$365K +2,896 +5%
State of New Jersey Common Pension Fund D
155
State of New Jersey Common Pension Fund D
New Jersey
$8.38M
Wellington Management Group
156
Wellington Management Group
Massachusetts
$8.35M +$8.1M +64,282 New
RC
157
Reik & Co
New York
$8.25M +$186K +1,477 +2%
FBC
158
Fairfield, Bush & Co
Connecticut
$8.24M -$111K -884 -1%
RJFSA
159
Raymond James Financial Services Advisors
Florida
$8.22M -$175K -1,387 -2%
MLICM
160
Metropolitan Life Insurance Company (MetLife)
New York
$8.14M -$137K -1,085 -2%
Retirement Systems of Alabama
161
Retirement Systems of Alabama
Alabama
$7.87M -$179K -1,419 -2%
EVM
162
Eaton Vance Management
Massachusetts
$7.82M +$1.75M +13,865 +30%
Aviva
163
Aviva
United Kingdom
$7.72M +$760K +6,031 +11%
AIG
164
American International Group
New York
$7.57M +$76.6K +608 +1%
NC
165
Nicholas Company
Wisconsin
$7.51M +$41K +325 +0.6%
BNP Paribas Financial Markets
166
BNP Paribas Financial Markets
France
$7.49M -$5.17M -41,018 -42%
Acadian Asset Management
167
Acadian Asset Management
Massachusetts
$7.4M +$1.8M +14,295 +33%
AFWA
168
Ancora Family Wealth Advisors
Ohio
$7.37M -$162K -1,289 -2%
AIP
169
ARS Investment Partners
New York
$7.33M -$3.18M -25,214 -31%
Commonwealth Equity Services
170
Commonwealth Equity Services
Massachusetts
$7.31M +$1.34M +10,647 +23%
BWFM
171
Bridgewater Wealth & Financial Management
Maryland
$7.22M -$730K -5,795 -9%
SAM
172
Silvercrest Asset Management
New York
$7.2M -$351K -2,786 -5%
HNB
173
Huntington National Bank
Ohio
$7.19M +$197K +1,563 +3%
FNBOO
174
First National Bank of Omaha
Nebraska
$7.07M +$6.87M +54,473 New
FTIOP
175
Fiduciary Trust International of Pennsylvania
Pennsylvania
$7.05M +$1.13M +8,930 +20%

SJM Hedge Fund Activity: Q1 2016 in Review

712 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q1 2016, worth a combined $11.1B — down 1.1% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new SJM positions and 60 closed out — a net gain of 13 holders — while 246 added to existing stakes and 252 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $458M. The largest seller was Senator Investment Group, exiting entirely with an estimated $123M sold.

  • 712 institutional investors held J.M. Smucker (SJM) as of Q1 2016, up from 706 in Q4 2015.
  • Funds reported $11.1B of J.M. Smucker stock for Q1 2016, down 1.1% quarter-over-quarter.
  • 73 funds opened new J.M. Smucker positions in Q1 2016 and 60 closed out, a net change of +13 holders.
  • The largest J.M. Smucker buyer in Q1 2016 was Royal London Asset Management, an estimated $458M added.
  • The largest J.M. Smucker seller in Q1 2016 was Senator Investment Group, an estimated $123M sold.

Based on aggregated 13F filings for Q1 2016.