J.M. Smucker
606 hedge funds and large institutions have $7.43B invested in J.M. Smucker in 2013 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 180 increasing their positions, 240 reducing their positions, and 38 closing their positions.
79% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 38
4% more funds holding
Funds holding: 580 → 606 (+26)
3.76% less ownership
Funds ownership: 72% → 68.24% (-3.8%)
6% less capital invested
Capital invested by funds: $7.95B → $7.43B (-$516M)
17% less call options, than puts
Call options by funds: $30.9M | Put options by funds: $37.1M
25% less repeat investments, than reductions
Existing positions increased: 180 | Existing positions reduced: 240
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
+$72.5M |
| 2 |
HEIP
Hudson Edge Investment Partners
Jersey City,
New Jersey
|
+$41.4M |
| 3 |
AI
Ariel Investments
Chicago,
Illinois
|
+$36M |
| 4 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$25M |
| 5 |
Adage Capital Partners
Boston,
Massachusetts
|
+$22.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
-$262M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$109M |
| 3 |
SI
Scout Investments
Kansas City,
Missouri
|
-$50.6M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$42.1M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$40.8M |
SJM Hedge Fund Activity: Q4 2013 in Review
606 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q4 2013, worth a combined $7.43B — down 6.5% from $7.95B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new SJM positions and 38 closed out — a net gain of 30 holders — while 180 added to existing stakes and 240 trimmed.
The largest buyer was Allianz Asset Management, adding an estimated $72.5M. The largest seller was OppenheimerFunds, cutting an estimated $262M.
- 606 institutional investors held J.M. Smucker (SJM) as of Q4 2013, up from 580 in Q3 2013.
- Funds reported $7.43B of J.M. Smucker stock for Q4 2013, down 6.5% quarter-over-quarter.
- 68 funds opened new J.M. Smucker positions in Q4 2013 and 38 closed out, a net change of +30 holders.
- The largest J.M. Smucker buyer in Q4 2013 was Allianz Asset Management, an estimated $72.5M added.
- The largest J.M. Smucker seller in Q4 2013 was OppenheimerFunds, an estimated $262M sold.
Based on aggregated 13F filings for Q4 2013.