J.M. Smucker
765 hedge funds and large institutions have $13.6B invested in J.M. Smucker in 2016 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 280 increasing their positions, 245 reducing their positions, and 40 closing their positions.
155% more first-time investments, than exits
New positions opened: 102 | Existing positions closed: 40
69% more funds holding in top 10
Funds holding in top 10: 16 → 27 (+11)
21% more capital invested
Capital invested by funds: $11.3B → $13.6B (+$2.33B)
15% more call options, than puts
Call options by funds: $56.7M | Put options by funds: $49.3M
14% more repeat investments, than reductions
Existing positions increased: 280 | Existing positions reduced: 245
7% more funds holding
Funds holding: 713 → 765 (+52)
4.07% more ownership
Funds ownership: 72.54% → 76.61% (+4.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$240M |
| 2 |
Fundsmith LLP
London,
United Kingdom
|
+$186M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$48.7M |
| 4 |
Two Sigma Investments
New York
|
+$39.9M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$35.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TP
Third Point
New York
|
-$101M |
| 2 |
BG
Bahl & Gaynor
Cincinnati,
Ohio
|
-$57.4M |
| 3 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$45.2M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$42M |
| 5 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$37.7M |
SJM Hedge Fund Activity: Q2 2016 in Review
765 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2016, worth a combined $13.6B — up 21% from $11.3B a quarter earlier.
Buyers outnumbered sellers: 102 funds opened new SJM positions and 40 closed out — a net gain of 62 holders — while 280 added to existing stakes and 245 trimmed.
The largest buyer was Massachusetts Financial Services, adding an estimated $240M. The largest seller was Third Point, exiting entirely with an estimated $101M sold.
- 765 institutional investors held J.M. Smucker (SJM) as of Q2 2016, up from 713 in Q1 2016.
- Funds reported $13.6B of J.M. Smucker stock for Q2 2016, up 21% quarter-over-quarter.
- 102 funds opened new J.M. Smucker positions in Q2 2016 and 40 closed out, a net change of +62 holders.
- The largest J.M. Smucker buyer in Q2 2016 was Massachusetts Financial Services, an estimated $240M added.
- The largest J.M. Smucker seller in Q2 2016 was Third Point, an estimated $101M sold.
Based on aggregated 13F filings for Q2 2016.