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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
DnB Asset Management
176
DnB Asset Management
Norway
$5.74M -$111K -1,000 -2%
NFGCM
177
Norman Fields Gottscho Capital Management
New York
$5.67M +$16.7K +150 +0.3%
Zurich Cantonal Bank
178
Zurich Cantonal Bank
Switzerland
$5.58M -$445K -3,987 -8%
Acadian Asset Management
179
Acadian Asset Management
Massachusetts
$5.52M +$2.85M +25,534 +112%
Bank of Montreal
180
Bank of Montreal
Ontario, Canada
$5.49M +$243K +2,177 +5%
BCIM
181
British Columbia Investment Management
British Columbia, Canada
$5.39M +$850K +7,620 +19%
HEIP
182
Hudson Edge Investment Partners
New Jersey
$5.29M +$177K +1,590 +4%
SIRP
183
Shelter Insurance Retirement Plan
Missouri
$5.28M
Tudor Investment Corp
184
Tudor Investment Corp
Connecticut
$5.21M +$5.09M +45,662 New
Caisse de Depot et Placement du Quebec (CDPQ)
185
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$5.19M +$312K +2,800 +7%
ASRS
186
Arizona State Retirement System
Arizona
$5.11M +$5M +44,825 New
SFM
187
Soros Fund Management
New York
$4.99M +$4.87M +43,700 New
Commonwealth Equity Services
188
Commonwealth Equity Services
Massachusetts
$4.89M +$499K +4,474 +12%
Comerica Bank
189
Comerica Bank
Texas
$4.77M -$4.25M -38,119 -48%
AC
190
Ascend Capital
California
$4.61M +$4.51M +40,416 New
Fifth Third Bancorp
191
Fifth Third Bancorp
Ohio
$4.61M +$147K +1,316 +3%
UCFA
192
United Capital Financial Advisors
Texas
$4.59M +$722K +6,471 +19%
EVM
193
Eaton Vance Management
Massachusetts
$4.49M +$589K +5,281 +16%
PL
194
Parthenon LLC
Kentucky
$4.43M -$11.2K -100 -0.3%
AAF
195
Andra AP-fonden
Sweden
$4.36M -$1.44M -12,900 -25%
PGIM
196
Pacific Global Investment Management
California
$4.32M +$13.3K +119 +0.3%
GG
197
Greenwood Gearhart
Arkansas
$4.28M +$330K +2,960 +9%
SW
198
SVB Wealth
Massachusetts
$4.27M -$1.58M -14,214 -28%
JHIU
199
Janus Henderson Investors US
Colorado
$4.25M +$685K +6,144 +20%
SOMRS
200
State of Michigan Retirement System
Michigan
$4.22M -$66.9K -600 -2%

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.