We are live on ! Find out more
SJM icon

J.M. Smucker
SJM

597 hedge funds and large institutions have $6.91B invested in J.M. Smucker in 2014 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 208 increasing their positions, 205 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 205

0.46% less ownership

Funds ownership: 68.97% → 68.5% (-0.46%)

8% less call options, than puts

Call options by funds: $20.4M | Put options by funds: $22.1M

2% less funds holding

Funds holding: 609 → 597 (-12)

8% less capital invested

Capital invested by funds: $7.49B → $6.91B (-$573M)

15% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 55

50% less funds holding in top 10

Funds holding in top 10: 6 → 3 (-3)

Holders
597
Holders Change
-12
Holders Change %
-1.97%
% of All Funds
17.32%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
47
Increased
208
Reduced
205
Closed
55
Calls
$20.4M
Puts
$22.1M
Net Calls
-$1.76M
Net Calls Change
-$7.24M

Top Buyers

1
WHG
Westwood Holdings Group
Texas
+$48.4M
2
American Century Companies
American Century Companies
Missouri
+$37.4M
3
SIA
Sit Investment Associates
Minnesota
+$35.9M
4
SI
Scout Investments
Missouri
+$33.8M
5
AI
Ariel Investments
Illinois
+$27.1M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$88.6M
2
Fidelity International
Fidelity International
Bermuda
-$64.9M
3
JHIU
Janus Henderson Investors US
Colorado
-$48.4M
4
CC
Carlson Capital
Texas
-$43.2M
5
WG
Winton Group
United Kingdom
-$21.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Comerica Bank
201
Comerica Bank
Texas
$2.87M -$191K -1,863 -6%
TFF
202
Timothy F. Fidgeon
$2.86M -$25.1K -245 -0.8%
GJIC
203
Gamble Jones Investment Counsel
California
$2.86M +$1.23K +12 +0%
GIBU
204
Gulf International Bank (UK)
United Kingdom
$2.86M – – –
USAA
205
United Services Automobile Association
Texas
$2.78M – – –
JWBC
206
J.W. Burns & Co
New York
$2.74M +$86.2K +840 +3%
SB
207
Suntrust Banks
Georgia
$2.65M +$33.6K +327 +1%
Commonwealth Equity Services
208
Commonwealth Equity Services
Massachusetts
$2.64M +$115K +1,116 +4%
HIMCH
209
Hartford Investment Management Co (HIMCO)
Connecticut
$2.59M -$109K -1,064 -4%
SC
210
Scotia Capital
Ontario, Canada
$2.51M -$48.7K -475 -2%
IRF
211
IBM Retirement Fund
New York
$2.48M -$212K -2,068 -8%
FAF
212
Fjarde Ap-fonden
Sweden
$2.47M -$412K -4,015 -14%
EIM
213
ExxonMobil Investment Management
Texas
$2.47M -$147K -1,431 -5%
Royal London Asset Management
214
Royal London Asset Management
United Kingdom
$2.4M +$99.9K +974 +4%
Public Employees Retirement Association of Colorado
215
Public Employees Retirement Association of Colorado
Colorado
$2.38M -$125K -1,217 -5%
SG Americas Securities
216
SG Americas Securities
New York
$2.38M -$77.9K -759 -3%
Nisa Investment Advisors
217
Nisa Investment Advisors
Missouri
$2.33M +$97.5K +950 +4%
Nomura Asset Management
218
Nomura Asset Management
Japan
$2.32M -$215K -2,100 -8%
CCMH
219
Cornerstone Capital Management Holdings
New York
$2.26M -$67.7K -660 -3%
SSWM
220
Sheets Smith Wealth Management
North Carolina
$2.26M +$544K +5,300 +30%
JIM
221
Jupiter Investment Management
United Kingdom
$2.24M +$2.32M +22,600 New
DILH
222
Dai-ichi Life Holdings
Japan
$2.22M – – –
MC
223
Mathes Company
New York
$2.21M – – –
RP
224
Realm Partners
New York
$2.18M -$5.91M -57,614 -72%
FBNAT
225
FirstMerit Bank N.A. Trustee
Ohio
$2.17M -$3.63M -35,333 -62%
7 8
9
10 11

SJM Hedge Fund Activity: Q3 2014 in Review

597 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q3 2014, worth a combined $6.91B — down 7.7% from $7.49B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of SJM and 47 opened new positions — a net loss of 8 holders — while 205 trimmed existing stakes and 208 added.

The largest buyer was Westwood Holdings Group, adding an estimated $48.4M. The largest seller was Norges Bank, cutting an estimated $88.6M.

  • 597 institutional investors held J.M. Smucker (SJM) as of Q3 2014, down from 609 in Q2 2014.
  • Funds reported $6.91B of J.M. Smucker stock for Q3 2014, down 7.7% quarter-over-quarter.
  • 47 funds opened new J.M. Smucker positions in Q3 2014 and 55 closed out, a net change of -8 holders.
  • The largest J.M. Smucker buyer in Q3 2014 was Westwood Holdings Group, an estimated $48.4M added.
  • The largest J.M. Smucker seller in Q3 2014 was Norges Bank, an estimated $88.6M sold.

Based on aggregated 13F filings for Q3 2014.