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J.M. Smucker

633 hedge funds and large institutions have $9.63B invested in J.M. Smucker in 2015 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 196 increasing their positions, 238 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 49

0% more funds holding

Funds holding: 630633 (+3)

0.33% more ownership

Funds ownership: 73.95%74.27% (+0.33%)

6% less capital invested

Capital invested by funds: $10.2B → $9.63B (-$625M)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

18% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 238

40% less call options, than puts

Call options by funds: $27.8M | Put options by funds: $46.6M

Holders
633
Holders Change
+3
Holders Change %
+0.48%
% of All Funds
17.06%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.27%
New
61
Increased
196
Reduced
238
Closed
49
Calls
$27.8M
Puts
$46.6M
Net Calls
-$18.8M
Net Calls Change
-$19.2M
Name Holding Trade Value Shares
Change
Change in
Stake
KKRC
1
Kohlberg Kravis Roberts & Co
New York
$1.03B
Vanguard Group
2
Vanguard Group
Pennsylvania
$994M +$101M +871,023 +10%
State Street
3
State Street
Massachusetts
$470M -$33.1M -286,181 -6%
VCP
4
Vestar Capital Partners
New York
$419M -$27.9M -241,354 -6%
Wells Fargo
5
Wells Fargo
California
$343M +$7.71M +66,592 +2%
BIT
6
BlackRock Institutional Trust
California
$298M -$7.87M -68,010 -2%
SIG
7
Senator Investment Group
New York
$260M +$40.5M +350,000 +17%
AI
8
Ariel Investments
Illinois
$205M -$2.51M -21,685 -1%
Northern Trust
9
Northern Trust
Illinois
$198M +$52.8M +455,990 +33%
BFA
10
BlackRock Fund Advisors
California
$176M +$10.3M +88,681 +6%
TP
11
Third Point
New York
$157M +$34.7M +300,000 +26%
PI
12
PGGM Investments
Netherlands
$151M -$8.97M -77,512 -5%
Jennison Associates
13
Jennison Associates
New York
$138M +$12.1M +104,750 +9%
Adage Capital Partners
14
Adage Capital Partners
Massachusetts
$136M +$16.1M +139,154 +12%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$130M +$6.08M +52,563 +5%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$129M -$31.5M -272,408 -19%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$115M -$5.82M -50,261 -5%
Norges Bank
18
Norges Bank
Norway
$110M +$4.87M +42,120 +4%
WHG
19
Westwood Holdings Group
Texas
$109M -$2.35M -20,269 -2%
Invesco
20
Invesco
Georgia
$97.9M -$6.5M -56,189 -6%
Bank of America
21
Bank of America
North Carolina
$97.8M -$630K -5,444 -0.6%
BG
22
BlackRock Group
United Kingdom
$96.5M +$326K +2,814 +0.3%
BG
23
Bahl & Gaynor
Ohio
$87.7M +$58.2M +503,151 +165%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$85.5M -$1.87M -16,164 -2%
CP
25
Coho Partners
Pennsylvania
$79.3M -$894K -7,727 -1%

SJM Hedge Fund Activity: Q2 2015 in Review

633 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2015, worth a combined $9.63B — down 6.1% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new SJM positions and 49 closed out — a net gain of 12 holders — while 196 added to existing stakes and 238 trimmed.

The largest buyer was Vanguard Group, adding an estimated $101M. The largest seller was York Capital Management Global Advisors, cutting an estimated $119M.

  • 633 institutional investors held J.M. Smucker (SJM) as of Q2 2015, up from 630 in Q1 2015.
  • Funds reported $9.63B of J.M. Smucker stock for Q2 2015, down 6.1% quarter-over-quarter.
  • 61 funds opened new J.M. Smucker positions in Q2 2015 and 49 closed out, a net change of +12 holders.
  • The largest J.M. Smucker buyer in Q2 2015 was Vanguard Group, an estimated $101M added.
  • The largest J.M. Smucker seller in Q2 2015 was York Capital Management Global Advisors, an estimated $119M sold.

Based on aggregated 13F filings for Q2 2015.