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J.M. Smucker

677 hedge funds and large institutions have $10.3B invested in J.M. Smucker in 2015 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 249 increasing their positions, 186 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 39

100% more funds holding in top 10

Funds holding in top 10: 1020 (+10)

38% more call options, than puts

Call options by funds: $33.6M | Put options by funds: $24.3M

34% more repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 186

7% more capital invested

Capital invested by funds: $9.63B → $10.3B (+$703M)

7% more funds holding

Funds holding: 633677 (+44)

1.68% more ownership

Funds ownership: 74.27%75.95% (+1.7%)

Holders
677
Holders Change
+44
Holders Change %
+6.95%
% of All Funds
18.9%
Holding in Top 10
20
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+100%
% of All Funds
0.56%
New
89
Increased
249
Reduced
186
Closed
39
Calls
$33.6M
Puts
$24.3M
Net Calls
+$9.28M
Net Calls Change
+$28M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.1B +$56.1M +503,426 +5%
State Street
2
State Street
Massachusetts
$507M +$11.6M +103,938 +2%
VCP
3
Vestar Capital Partners
New York
$441M
Wells Fargo
4
Wells Fargo
California
$384M +$22.9M +205,717 +7%
BIT
5
BlackRock Institutional Trust
California
$328M +$14.5M +129,612 +5%
SC
6
Sculptor Capital
New York
$315M +$308M +2,760,106 New
AI
7
Ariel Investments
Illinois
$221M +$4.88M +43,811 +2%
Northern Trust
8
Northern Trust
Illinois
$216M +$7.38M +66,173 +4%
BFA
9
BlackRock Fund Advisors
California
$192M +$7.14M +64,064 +4%
Jennison Associates
10
Jennison Associates
New York
$184M +$37.7M +337,861 +27%
Bank of America
11
Bank of America
North Carolina
$178M +$73.4M +658,201 +73%
SIG
12
Senator Investment Group
New York
$165M -$106M -950,000 -40%
EC
13
Eminence Capital
New York
$150M +$97.6M +875,658 +200%
PI
14
PGGM Investments
Netherlands
$149M -$9.26M -83,071 -6%
American Century Companies
15
American Century Companies
Missouri
$149M +$67.9M +609,413 +88%
TP
16
Third Point
New York
$148M -$16.7M -150,000 -10%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$135M -$2.43M -21,804 -2%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$130M -$5.67M -50,812 -4%
Deutsche Bank
19
Deutsche Bank
Germany
$129M +$85.8M +769,647 +212%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$123M +$1.58M +14,190 +1%
Norges Bank
21
Norges Bank
Norway
$122M +$6.22M +55,794 +5%
SCM
22
Sirios Capital Management
Massachusetts
$119M +$56.2M +503,888 +93%
WHG
23
Westwood Holdings Group
Texas
$113M -$1.01M -9,093 -0.9%
Ameriprise
24
Ameriprise
Minnesota
$109M +$34.6M +310,186 +48%
BG
25
BlackRock Group
United Kingdom
$107M +$5.45M +48,853 +5%

SJM Hedge Fund Activity: Q3 2015 in Review

677 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q3 2015, worth a combined $10.3B — up 7.3% from $9.63B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new SJM positions and 39 closed out — a net gain of 50 holders — while 249 added to existing stakes and 186 trimmed.

The largest buyer was Sculptor Capital, opening a new position worth an estimated $308M. The largest seller was Kohlberg Kravis Roberts & Co, exiting entirely with an estimated $1.03B sold.

  • 677 institutional investors held J.M. Smucker (SJM) as of Q3 2015, up from 633 in Q2 2015.
  • Funds reported $10.3B of J.M. Smucker stock for Q3 2015, up 7.3% quarter-over-quarter.
  • 89 funds opened new J.M. Smucker positions in Q3 2015 and 39 closed out, a net change of +50 holders.
  • The largest J.M. Smucker buyer in Q3 2015 was Sculptor Capital, an estimated $308M added.
  • The largest J.M. Smucker seller in Q3 2015 was Kohlberg Kravis Roberts & Co, an estimated $1.03B sold.

Based on aggregated 13F filings for Q3 2015.