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J.M. Smucker

609 hedge funds and large institutions have $7.49B invested in J.M. Smucker in 2014 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 204 increasing their positions, 201 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

36% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 44

19% more call options, than puts

Call options by funds: $34.2M | Put options by funds: $28.7M

11% more capital invested

Capital invested by funds: $6.75B → $7.49B (+$740M)

2.01% more ownership

Funds ownership: 66.96%68.97% (+2%)

2% more funds holding

Funds holding: 598609 (+11)

1% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 201

Holders
609
Holders Change
+11
Holders Change %
+1.84%
% of All Funds
17.51%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.17%
New
60
Increased
204
Reduced
201
Closed
44
Calls
$34.2M
Puts
$28.7M
Net Calls
+$5.48M
Net Calls Change
+$8.21M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$828M +$10M +99,588 +1%
State Street
2
State Street
Massachusetts
$493M +$13.6M +135,018 +3%
Wells Fargo
3
Wells Fargo
California
$332M +$564K +5,621 +0.2%
BIT
4
BlackRock Institutional Trust
California
$299M -$9.02M -89,859 -3%
Norges Bank
5
Norges Bank
Norway
$184M +$89.4M +890,334 +107%
AI
6
Ariel Investments
Illinois
$165M -$6.01M -59,916 -4%
PI
7
PGGM Investments
Netherlands
$158M +$661K +6,586 +0.4%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$147M +$21.7M +216,613 +19%
BFA
9
BlackRock Fund Advisors
California
$146M -$592K -5,897 -0.4%
Northern Trust
10
Northern Trust
Illinois
$145M -$7.09M -70,662 -5%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$121M +$1.28M +12,746 +1%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$120M +$1.82M +18,163 +2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$119M -$1.25M -12,422 -1%
PIM
14
Perkins Investment Management
Illinois
$116M +$6.88M +68,551 +7%
Bank of America
15
Bank of America
North Carolina
$113M -$10.6M -105,502 -9%
Adage Capital Partners
16
Adage Capital Partners
Massachusetts
$107M +$1.76M +17,500 +2%
JP Morgan Chase
17
JP Morgan Chase
New York
$100M +$28.9M +288,159 +44%
EIP
18
Epoch Investment Partners
New York
$90.1M +$5.48M +54,629 +7%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$85M +$2.63M +26,210 +3%
BG
20
BlackRock Group
United Kingdom
$80.7M -$544K -5,418 -0.7%
JHIU
21
Janus Henderson Investors US
Colorado
$72.1M -$80.4M -800,500 -54%
DC
22
Davenport & Co
Virginia
$70.3M +$562K +5,597 +0.9%
Fidelity International
23
Fidelity International
Bermuda
$64.9M -$17.1M -170,552 -22%
Capital Research Global Investors
24
Capital Research Global Investors
California
$63.9M +$60.2M +600,000 New
Ameriprise
25
Ameriprise
Minnesota
$63.1M +$13.7M +136,027 +30%

SJM Hedge Fund Activity: Q2 2014 in Review

609 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2014, worth a combined $7.49B — up 11% from $6.75B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new SJM positions and 44 closed out — a net gain of 16 holders — while 204 added to existing stakes and 201 trimmed.

The largest buyer was Norges Bank, adding an estimated $89.4M. The largest seller was Janus Henderson Investors US, cutting an estimated $80.4M.

  • 609 institutional investors held J.M. Smucker (SJM) as of Q2 2014, up from 598 in Q1 2014.
  • Funds reported $7.49B of J.M. Smucker stock for Q2 2014, up 11% quarter-over-quarter.
  • 60 funds opened new J.M. Smucker positions in Q2 2014 and 44 closed out, a net change of +16 holders.
  • The largest J.M. Smucker buyer in Q2 2014 was Norges Bank, an estimated $89.4M added.
  • The largest J.M. Smucker seller in Q2 2014 was Janus Henderson Investors US, an estimated $80.4M sold.

Based on aggregated 13F filings for Q2 2014.