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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
PGIM
201
Pacific Global Investment Management
California
$5.29M +$67.9K +539 +1%
B
202
BP
United Kingdom
$5.06M +$4.92M +39,000 New
GG
203
Greenwood Gearhart
Arkansas
$5.06M +$112K +885 +2%
PL
204
Parthenon LLC
Kentucky
$5.04M
WAS
205
WESPAC Advisors SoCal
California
$5.04M -$98.9K -785 -2%
Fifth Third Bancorp
206
Fifth Third Bancorp
Ohio
$4.92M -$577K -4,582 -11%
SEI Investments
207
SEI Investments
Pennsylvania
$4.87M -$555K -4,400 -11%
AR
208
Advisory Research
Illinois
$4.86M -$21.5M -170,921 -82%
Adage Capital Partners
209
Adage Capital Partners
Massachusetts
$4.85M -$17.7M -140,300 -79%
USAA
210
United Services Automobile Association
Texas
$4.83M +$150K +1,192 +3%
DekaBank Deutsche Girozentrale
211
DekaBank Deutsche Girozentrale
Germany
$4.81M +$2.76M +21,900 +145%
HEIP
212
Hudson Edge Investment Partners
New Jersey
$4.77M -$786K -6,240 -15%
BNP Paribas Asset Management
213
BNP Paribas Asset Management
France
$4.77M +$1.07M +8,474 +30%
Fayez Sarofim & Co
214
Fayez Sarofim & Co
Texas
$4.76M +$6.3K +50 +0.1%
CIBC World Market
215
CIBC World Market
Ontario, Canada
$4.66M +$4.11M +32,632 +994%
B
216
Barings
North Carolina
$4.63M -$10.6M -84,400 -70%
HIMCH
217
Hartford Investment Management Co (HIMCO)
Connecticut
$4.59M +$101K +799 +2%
Los Angeles Capital Management
218
Los Angeles Capital Management
California
$4.46M
JWBC
219
J.W. Burns & Co
New York
$4.43M +$24.6K +195 +0.6%
GIBU
220
Gulf International Bank (UK)
United Kingdom
$4.39M
HTHT
221
Hemenway Trust Hemenway Trust
New Hampshire
$4.27M
HHC
222
Hutchin Hill Capital
New York
$4.17M +$4.05M +32,100 New
GT
223
Glenmede Trust
Pennsylvania
$3.9M -$181K -1,440 -5%
SAM
224
Symphony Asset Management
California
$3.87M +$735K +5,832 +24%
EIM
225
ExxonMobil Investment Management
Texas
$3.78M +$292K +2,316 +9%

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.