J.M. Smucker
598 hedge funds and large institutions have $6.9B invested in J.M. Smucker in 2014 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 208 increasing their positions, 205 reducing their positions, and 55 closing their positions.
1% more repeat investments, than reductions
Existing positions increased: 208 | Existing positions reduced: 205
0.46% less ownership
Funds ownership: 68.97% → 68.5% (-0.46%)
8% less call options, than puts
Call options by funds: $20.4M | Put options by funds: $22.1M
2% less funds holding
Funds holding: 609 → 598 (-11)
8% less capital invested
Capital invested by funds: $7.48B → $6.9B (-$580M)
13% less first-time investments, than exits
New positions opened: 48 | Existing positions closed: 55
50% less funds holding in top 10
Funds holding in top 10: 6 → 3 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$48.4M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$37.4M |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$35.9M |
| 4 |
SI
Scout Investments
Kansas City,
Missouri
|
+$33.8M |
| 5 |
AI
Ariel Investments
Chicago,
Illinois
|
+$27.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$88.6M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
-$64.9M |
| 3 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$48.4M |
| 4 |
CC
Carlson Capital
Dallas,
Texas
|
-$43.2M |
| 5 |
WG
Winton Group
London,
United Kingdom
|
-$21.5M |
SJM Hedge Fund Activity: Q3 2014 in Review
598 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q3 2014, worth a combined $6.9B — down 7.7% from $7.48B a quarter earlier.
Sellers outnumbered buyers: 55 funds closed out of SJM and 48 opened new positions — a net loss of 7 holders — while 205 trimmed existing stakes and 208 added.
The largest buyer was Westwood Holdings Group, adding an estimated $48.4M. The largest seller was Norges Bank, cutting an estimated $88.6M.
- 598 institutional investors held J.M. Smucker (SJM) as of Q3 2014, down from 609 in Q2 2014.
- Funds reported $6.9B of J.M. Smucker stock for Q3 2014, down 7.7% quarter-over-quarter.
- 48 funds opened new J.M. Smucker positions in Q3 2014 and 55 closed out, a net change of -7 holders.
- The largest J.M. Smucker buyer in Q3 2014 was Westwood Holdings Group, an estimated $48.4M added.
- The largest J.M. Smucker seller in Q3 2014 was Norges Bank, an estimated $88.6M sold.
Based on aggregated 13F filings for Q3 2014.