We are live on ! Find out more
SJM icon

J.M. Smucker

881 hedge funds and large institutions have $11.8B invested in J.M. Smucker in 2022 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 283 increasing their positions, 305 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

43% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 65

7% more capital invested

Capital invested by funds: $11B → $11.8B (+$756M)

2% more funds holding

Funds holding: 861881 (+20)

0.37% less ownership

Funds ownership: 80.97%80.6% (-0.37%)

7% less repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 305

29% less call options, than puts

Call options by funds: $67.7M | Put options by funds: $94.8M

Holders
881
Holders Change
+20
Holders Change %
+2.32%
% of All Funds
15.18%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.17%
New
93
Increased
283
Reduced
305
Closed
65
Calls
$67.7M
Puts
$94.8M
Net Calls
-$27.1M
Net Calls Change
-$21M
Name Holding Trade Value Shares
Change
Change in
Stake
PFO
201
Pathstone Family Office
New Jersey
$3.81M +$2.61M +19,137 +223%
Cambridge Investment Research Advisors
202
Cambridge Investment Research Advisors
Iowa
$3.77M +$804K +5,899 +27%
RCYC
203
Richard C. Young & Co
Rhode Island
$3.77M -$64.2K -471 -2%
SI
204
Stephens Inc
Arkansas
$3.71M -$1.19M -8,738 -24%
GIA
205
GHP Investment Advisors
Colorado
$3.7M +$901K +6,610 +33%
VWMG
206
Virginia Wealth Management Group
Virginia
$3.67M +$843K +6,184 +30%
NSIM
207
North Star Investment Management
Illinois
$3.66M +$18.5K +136 +0.5%
FM
208
Foster & Motley
Ohio
$3.52M +$203K +1,487 +6%
NL
209
NKCFO LLC
Illinois
$3.52M +$54.5K +400 +2%
MSFP
210
Mark Sheptoff Financial Planning
Connecticut
$3.51M +$27.4K +201 +0.8%
CSS
211
Cubist Systematic Strategies
Connecticut
$3.48M -$2.86M -20,984 -45%
RC
212
RegentAtlantic Capital
New Jersey
$3.37M -$58.5K -429 -2%
GJIC
213
Gamble Jones Investment Counsel
California
$3.36M
MP
214
McDonald Partners
Ohio
$3.35M -$168K -1,236 -5%
PGIM
215
Pacific Global Investment Management
California
$3.34M +$624K +4,582 +23%
BFEC
216
Benjamin F. Edwards & Company
Missouri
$3.33M +$132K +968 +4%
FBC
217
Fairfield, Bush & Co
Connecticut
$3.29M -$402K -2,947 -11%
DSAM
218
Dock Street Asset Management
Florida
$3.28M +$19.9K +146 +0.6%
TRCT
219
Tower Research Capital (TRC)
New York
$3.27M +$22.8K +167 +0.7%
Mercer Global Advisors
220
Mercer Global Advisors
Colorado
$3.27M +$73.3K +538 +2%
Lazard Asset Management
221
Lazard Asset Management
New York
$3.25M +$3.2M +23,487 +12,045%
Comerica Bank
222
Comerica Bank
Texas
$3.25M -$760K -5,574 -20%
LA
223
LVW Advisors
New York
$3.24M +$33.9K +249 +1%
FA
224
Financial Advantage
Maryland
$3.23M -$30.3K -222 -0.9%
CC
225
Cipher Capital
New York
$3.22M -$8.99K -66 -0.3%

SJM Hedge Fund Activity: Q3 2022 in Review

881 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q3 2022, worth a combined $11.8B — up 6.9% from $11B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new SJM positions and 65 closed out — a net gain of 28 holders — while 283 added to existing stakes and 305 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $176M. The largest seller was Invesco, cutting an estimated $96.5M.

  • 881 institutional investors held J.M. Smucker (SJM) as of Q3 2022, up from 861 in Q2 2022.
  • Funds reported $11.8B of J.M. Smucker stock for Q3 2022, up 6.9% quarter-over-quarter.
  • 93 funds opened new J.M. Smucker positions in Q3 2022 and 65 closed out, a net change of +28 holders.
  • The largest J.M. Smucker buyer in Q3 2022 was Citadel Advisors, an estimated $176M added.
  • The largest J.M. Smucker seller in Q3 2022 was Invesco, an estimated $96.5M sold.

Based on aggregated 13F filings for Q3 2022.