We are live on ! Find out more
SJM icon

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
TPSF
201
Texas Permanent School Fund
Texas
$4.22M +$191K +1,712 +5%
Fayez Sarofim & Co
202
Fayez Sarofim & Co
Texas
$4.17M
ISL
203
Ingalls & Snyder LLC
New York
$4.08M -$142K -1,270 -3%
Barclays
204
Barclays
United Kingdom
$4.07M -$2.88M -25,829 -42%
Royal London Asset Management
205
Royal London Asset Management
United Kingdom
$4.07M +$3.98M +35,686 New
SEI Investments
206
SEI Investments
Pennsylvania
$4.01M -$290K -2,605 -7%
Janney Montgomery Scott
207
Janney Montgomery Scott
Pennsylvania
$4.01M +$123K +1,099 +3%
ACPU
208
Arrowgrass Capital Partners (US)
Delaware
$3.99M +$3.9M +35,000 New
AIMCA
209
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.97M
CG
210
Clinton Group
New York
$3.81M +$3.37M +30,193 +942%
SFP
211
Santa Fe Partners
New Mexico
$3.77M +$3.68M +33,000 New
JWBC
212
J.W. Burns & Co
New York
$3.76M +$73.6K +660 +2%
HTHT
213
Hemenway Trust Hemenway Trust
New Hampshire
$3.75M +$44.6K +400 +1%
HIMCH
214
Hartford Investment Management Co (HIMCO)
Connecticut
$3.72M +$209K +1,870 +6%
USAA
215
United Services Automobile Association
Texas
$3.55M +$338K +3,034 +11%
NCCM
216
Nine Chapters Capital Management
New Jersey
$3.51M +$3.43M +30,800 New
GT
217
Glenmede Trust
Pennsylvania
$3.51M -$296K -2,651 -8%
FMC
218
First Merchants Corp
Indiana
$3.45M -$220K -1,976 -6%
EAM
219
EverPoint Asset Management
Connecticut
$3.42M +$3.34M +30,000 New
ACI
220
AMP Capital Investors
Australia
$3.38M +$825K +7,396 +33%
QIM
221
Quantitative Investment Management
Virginia
$3.37M +$2.72M +24,400 +478%
GIBU
222
Gulf International Bank (UK)
United Kingdom
$3.36M +$11.2K +100 +0.3%
FTIOP
223
Fiduciary Trust International of Pennsylvania
Pennsylvania
$3.33M +$2.73M +24,505 +524%
PLFAM
224
Pineno Levin & Ford Asset Management
Virginia
$3.29M -$78K -700 -2%
UOC
225
UBS O'Connor
Illinois
$3.29M -$20M -179,230 -86%

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.