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J.M. Smucker

881 hedge funds and large institutions have $11.8B invested in J.M. Smucker in 2022 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 283 increasing their positions, 305 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

43% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 65

7% more capital invested

Capital invested by funds: $11B → $11.8B (+$756M)

2% more funds holding

Funds holding: 861881 (+20)

0.37% less ownership

Funds ownership: 80.97%80.6% (-0.37%)

7% less repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 305

29% less call options, than puts

Call options by funds: $67.7M | Put options by funds: $94.8M

Holders
881
Holders Change
+20
Holders Change %
+2.32%
% of All Funds
15.18%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.17%
New
93
Increased
283
Reduced
305
Closed
65
Calls
$67.7M
Puts
$94.8M
Net Calls
-$27.1M
Net Calls Change
-$21M
Name Holding Trade Value Shares
Change
Change in
Stake
Vontobel Holding
151
Vontobel Holding
Switzerland
$6.76M -$260K -1,909 -4%
SFI
152
Susquehanna Fundamental Investments
Pennsylvania
$6.66M +$6.6M +48,454 New
Wealthfront Advisers
153
Wealthfront Advisers
California
$6.62M +$2.81M +20,612 +75%
US Bancorp
154
US Bancorp
Minnesota
$6.58M -$67.9K -498 -1%
PL
155
Parthenon LLC
Kentucky
$6.54M -$10.2K -75 -0.2%
PAMS
156
Pictet Asset Management (Switzerland)
Switzerland
$6.43M +$1.09K +8 +0%
Handelsbanken Fonder
157
Handelsbanken Fonder
Sweden
$6.34M -$1.21M -8,914 -16%
SOADOR
158
State of Alaska Department of Revenue
Alaska
$6.3M -$937K -6,875 -13%
Mirae Asset Global Investments
159
Mirae Asset Global Investments
South Korea
$6.05M -$136K -1,000 -2%
AAA
160
Adams Asset Advisors
Texas
$6M -$96.1K -705 -2%
AWCI
161
Alpine Woods Capital Investors
New York
$5.98M -$474K -3,475 -7%
DILIC
162
Dai-ichi Life Insurance Company
Japan
$5.92M
MCM
163
Mattern Capital Management
Colorado
$5.89M -$19.8K -145 -0.3%
KeyBank National Association
164
KeyBank National Association
Ohio
$5.77M -$74K -543 -1%
CAPTRUST Financial Advisors
165
CAPTRUST Financial Advisors
North Carolina
$5.69M +$1.31M +9,633 +30%
AIM
166
Achmea Investment Management
Netherlands
$5.66M -$1.3M -9,518 -19%
MNG
167
Manning & Napier Group
New York
$5.57M -$84.5K -620 -2%
VWA
168
Visionary Wealth Advisors
Illinois
$5.54M +$365K +2,677 +7%
Mackenzie Financial
169
Mackenzie Financial
Ontario, Canada
$5.5M +$34.9K +256 +0.6%
WMSA
170
Weiss Multi-Strategy Advisers
New York
$5.48M +$1.35M +9,885 +33%
Royal London Asset Management
171
Royal London Asset Management
United Kingdom
$5.39M -$31.1K -228 -0.6%
RJFSA
172
Raymond James Financial Services Advisors
Florida
$5.32M +$662K +4,856 +14%
WHG
173
Westwood Holdings Group
Texas
$5.3M -$8.86K -65 -0.2%
PSP
174
Principal Street Partners
Tennessee
$5.27M -$495K -3,633 -9%
VOYA Investment Management
175
VOYA Investment Management
Georgia
$5.23M -$136K -1,000 -3%

SJM Hedge Fund Activity: Q3 2022 in Review

881 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q3 2022, worth a combined $11.8B — up 6.9% from $11B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new SJM positions and 65 closed out — a net gain of 28 holders — while 283 added to existing stakes and 305 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $176M. The largest seller was Invesco, cutting an estimated $96.5M.

  • 881 institutional investors held J.M. Smucker (SJM) as of Q3 2022, up from 861 in Q2 2022.
  • Funds reported $11.8B of J.M. Smucker stock for Q3 2022, up 6.9% quarter-over-quarter.
  • 93 funds opened new J.M. Smucker positions in Q3 2022 and 65 closed out, a net change of +28 holders.
  • The largest J.M. Smucker buyer in Q3 2022 was Citadel Advisors, an estimated $176M added.
  • The largest J.M. Smucker seller in Q3 2022 was Invesco, an estimated $96.5M sold.

Based on aggregated 13F filings for Q3 2022.