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J.M. Smucker

580 hedge funds and large institutions have $7.72B invested in J.M. Smucker in 2013 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 182 increasing their positions, 217 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 37

4% more funds holding

Funds holding: 559580 (+21)

1% more capital invested

Capital invested by funds: $7.62B → $7.72B (+$94.7M)

0.04% less ownership

Funds ownership: 70.02%69.98% (-0.04%)

16% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 217

36% less call options, than puts

Call options by funds: $28.4M | Put options by funds: $44.5M

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
580
Holders Change
+21
Holders Change %
+3.76%
% of All Funds
18.81%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.1%
New
62
Increased
182
Reduced
217
Closed
37
Calls
$28.4M
Puts
$44.5M
Net Calls
-$16.2M
Net Calls Change
-$7.25M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$871M +$24.7M +228,289 +3%
State Street
2
State Street
Massachusetts
$472M +$3.46M +31,996 +0.7%
Wells Fargo
3
Wells Fargo
California
$328M +$10.7M +99,268 +3%
BIT
4
BlackRock Institutional Trust
California
$309M -$8.97M -82,861 -3%
O
5
OppenheimerFunds
New York
$223M -$4.29M -39,639 -2%
PI
6
PGGM Investments
Netherlands
$215M -$12.5M -115,783 -5%
Bank of America
7
Bank of America
North Carolina
$179M -$6.24M -57,586 -3%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$159M -$8.34M -77,016 -5%
AllianceBernstein
9
AllianceBernstein
Tennessee
$158M +$3.38M +31,251 +2%
Northern Trust
10
Northern Trust
Illinois
$148M -$7.68M -70,889 -5%
JHIU
11
Janus Henderson Investors US
Colorado
$142M +$42.5M +392,105 +41%
BFA
12
BlackRock Fund Advisors
California
$139M +$1.09M +10,049 +0.8%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$126M -$133M -1,231,945 -51%
BG
14
BlackRock Group
United Kingdom
$121M +$35.6M +329,150 +40%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$116M +$922K +8,517 +0.8%
SI
16
Scout Investments
Missouri
$108M -$13.9M -128,497 -11%
Invesco
17
Invesco
Georgia
$105M -$8.57M -79,165 -7%
Adage Capital Partners
18
Adage Capital Partners
Massachusetts
$97.1M +$100M +924,154 New
EIP
19
Epoch Investment Partners
New York
$95M -$1.02M -9,465 -1%
Norges Bank
20
Norges Bank
Norway
$94.9M
JP Morgan Chase
21
JP Morgan Chase
New York
$91.5M -$52.1M -481,357 -36%
Neuberger Berman Group
22
Neuberger Berman Group
New York
$87.9M -$1.81M -16,744 -2%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$81.3M +$44.6M +412,106 +114%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$81M +$3.02M +27,921 +4%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$72.2M -$39.3M -363,017 -35%

SJM Hedge Fund Activity: Q3 2013 in Review

580 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q3 2013, worth a combined $7.72B — up 1.2% from $7.62B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new SJM positions and 37 closed out — a net gain of 25 holders — while 182 added to existing stakes and 217 trimmed.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $100M. The largest seller was Massachusetts Financial Services, cutting an estimated $133M.

  • 580 institutional investors held J.M. Smucker (SJM) as of Q3 2013, up from 559 in Q2 2013.
  • Funds reported $7.72B of J.M. Smucker stock for Q3 2013, up 1.2% quarter-over-quarter.
  • 62 funds opened new J.M. Smucker positions in Q3 2013 and 37 closed out, a net change of +25 holders.
  • The largest J.M. Smucker buyer in Q3 2013 was Adage Capital Partners, an estimated $100M added.
  • The largest J.M. Smucker seller in Q3 2013 was Massachusetts Financial Services, an estimated $133M sold.

Based on aggregated 13F filings for Q3 2013.