We are live on ! Find out more
SJM icon

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
CIM
176
Contravisory Investment Management
Massachusetts
$7.05M -$358K -2,839 -5%
HSBC Holdings
177
HSBC Holdings
United Kingdom
$7M -$928K -7,362 -12%
MSFP
178
Mark Sheptoff Financial Planning
Connecticut
$6.86M -$163K -1,293 -2%
Zurich Cantonal Bank
179
Zurich Cantonal Bank
Switzerland
$6.83M +$51.5K +409 +0.8%
AAF
180
Andra AP-fonden
Sweden
$6.82M +$1.07M +8,500 +19%
BTS
181
BB&T Securities
Virginia
$6.7M -$2.47M -19,633 -28%
AG
182
Aperio Group
California
$6.61M +$747K +5,928 +13%
WSCM
183
Wellington Shields Capital Management
New York
$6.6M +$287K +2,277 +5%
AAM
184
Aberdeen Asset Management
United Kingdom
$6.6M +$2.55M +20,214 +66%
NFGCM
185
Norman Fields Gottscho Capital Management
New York
$6.5M +$233K +1,845 +4%
Caisse de Depot et Placement du Quebec (CDPQ)
186
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$6.38M -$224K -1,779 -3%
ASRS
187
Arizona State Retirement System
Arizona
$6.28M +$189K +1,500 +3%
SIRP
188
Shelter Insurance Retirement Plan
Missouri
$6.01M
LPL Financial
189
LPL Financial
California
$5.97M -$236K -1,876 -4%
Brown Advisory
190
Brown Advisory
Maryland
$5.94M -$3.18M -25,268 -36%
ACI
191
AMP Capital Investors
Australia
$5.92M +$1.77M +14,045 +45%
UFF
192
USA Financial Formulas
Michigan
$5.87M +$5.69M +45,179 New
JCM
193
Jag Capital Management
Missouri
$5.84M +$5.67M +44,996 New
DILH
194
Dai-ichi Life Holdings
Japan
$5.81M -$628K -4,979 -10%
Comerica Bank
195
Comerica Bank
Texas
$5.66M -$119K -945 -2%
OTPPB
196
Ontario Teachers' Pension Plan Board
Ontario, Canada
$5.6M +$5.44M +43,126 New
NIP
197
Nicholas Investment Partners
California
$5.58M +$842K +6,682 +18%
EIM
198
Emerson Investment Management
Massachusetts
$5.42M -$2.98M -23,642 -36%
TPSF
199
Texas Permanent School Fund
Texas
$5.36M -$116K -924 -2%
SOMRS
200
State of Michigan Retirement System
Michigan
$5.35M +$37.8K +300 +0.7%

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.