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J.M. Smucker
SJM

597 hedge funds and large institutions have $6.91B invested in J.M. Smucker in 2014 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 208 increasing their positions, 205 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

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 → 597 (-12)

8% less capital invested

Capital invested by funds: $7.49B → $6.91B (-$573M)

15% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 55

50% less funds holding in top 10

Funds holding in top 10: 6 → 3 (-3)

Holders
597
Holders Change
-12
Holders Change %
-1.97%
% of All Funds
17.32%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
47
Increased
208
Reduced
205
Closed
55
Calls
$20.4M
Puts
$22.1M
Net Calls
-$1.76M
Net Calls Change
-$7.24M

Top Buyers

1
WHG
Westwood Holdings Group
Texas
+$48.4M
2
American Century Companies
American Century Companies
Missouri
+$37.4M
3
SIA
Sit Investment Associates
Minnesota
+$35.9M
4
SI
Scout Investments
Missouri
+$33.8M
5
AI
Ariel Investments
Illinois
+$27.1M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$88.6M
2
Fidelity International
Fidelity International
Bermuda
-$64.9M
3
JHIU
Janus Henderson Investors US
Colorado
-$48.4M
4
CC
Carlson Capital
Texas
-$43.2M
5
WG
Winton Group
United Kingdom
-$21.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$776M +$6.93M +67,505 +0.9%
State Street
2
State Street
Massachusetts
$464M +$6.01M +58,589 +1%
Wells Fargo
3
Wells Fargo
California
$309M +$795K +7,751 +0.2%
BIT
4
BlackRock Institutional Trust
California
$276M -$1.68M -16,407 -0.6%
AI
5
Ariel Investments
Illinois
$180M +$27.1M +263,876 +17%
PI
6
PGGM Investments
Netherlands
$147M +$615K +5,993 +0.4%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$143M +$6.79M +66,197 +5%
BFA
8
BlackRock Fund Advisors
California
$139M +$3.15M +30,689 +2%
Northern Trust
9
Northern Trust
Illinois
$137M +$2.54M +24,755 +2%
PIM
10
Perkins Investment Management
Illinois
$116M +$8.37M +81,593 +7%
Adage Capital Partners
11
Adage Capital Partners
Massachusetts
$115M +$15.7M +152,900 +15%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$113M +$608K +5,928 +0.5%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$112M -$302K -2,948 -0.3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$105M -$5.74M -55,941 -5%
JP Morgan Chase
15
JP Morgan Chase
New York
$101M +$7.48M +72,869 +8%
Bank of America
16
Bank of America
North Carolina
$93.5M -$11.6M -113,019 -11%
Norges Bank
17
Norges Bank
Norway
$85.4M -$88.6M -863,105 -50%
EIP
18
Epoch Investment Partners
New York
$83.1M -$673K -6,560 -0.8%
American Century Companies
19
American Century Companies
Missouri
$82M +$37.4M +364,300 +78%
BG
20
BlackRock Group
United Kingdom
$77.4M +$2.5M +24,375 +3%
Ameriprise
21
Ameriprise
Minnesota
$76.5M +$18.6M +181,304 +31%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$75.1M -$3.92M -38,190 -5%
WHG
23
Westwood Holdings Group
Texas
$73.3M +$48.4M +471,411 +175%
DC
24
Davenport & Co
Virginia
$65.9M +$636K +6,203 +0.9%
CP
25
Coho Partners
Pennsylvania
$62.1M +$17.1M +166,282 +36%
1
2 3 4 5

SJM Hedge Fund Activity: Q3 2014 in Review

597 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q3 2014, worth a combined $6.91B — down 7.7% from $7.49B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of SJM and 47 opened new positions — a net loss of 8 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.

  • 597 institutional investors held J.M. Smucker (SJM) as of Q3 2014, down from 609 in Q2 2014.
  • Funds reported $6.91B of J.M. Smucker stock for Q3 2014, down 7.7% quarter-over-quarter.
  • 47 funds opened new J.M. Smucker positions in Q3 2014 and 55 closed out, a net change of -8 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.