J.M. Smucker
748 hedge funds and large institutions have $12B invested in J.M. Smucker in 2016 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 251 increasing their positions, 268 reducing their positions, and 85 closing their positions.
0.17% less ownership
Funds ownership: 76.61% → 76.44% (-0.17%)
6% less repeat investments, than reductions
Existing positions increased: 251 | Existing positions reduced: 268
2% less funds holding
Funds holding: 765 → 748 (-17)
11% less first-time investments, than exits
New positions opened: 76 | Existing positions closed: 85
11% less capital invested
Capital invested by funds: $13.6B → $12B (-$1.54B)
26% less call options, than puts
Call options by funds: $55.2M | Put options by funds: $74.4M
52% less funds holding in top 10
Funds holding in top 10: 27 → 13 (-14)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$209M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$99.4M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$71.9M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$53.6M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$49.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIP
Epoch Investment Partners
New York
|
-$114M |
| 2 |
MHI
Miller Howard Investments
Kingston,
New York
|
-$99.9M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$88.1M |
| 4 |
Two Sigma Investments
New York
|
-$70.9M |
| 5 |
Two Sigma Advisers
New York
|
-$67.9M |
SJM Hedge Fund Activity: Q3 2016 in Review
748 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q3 2016, worth a combined $12B — down 11% from $13.6B a quarter earlier.
Sellers outnumbered buyers: 85 funds closed out of SJM and 76 opened new positions — a net loss of 9 holders — while 268 trimmed existing stakes and 251 added.
The largest buyer was Massachusetts Financial Services, adding an estimated $209M. The largest seller was Epoch Investment Partners, cutting an estimated $114M.
- 748 institutional investors held J.M. Smucker (SJM) as of Q3 2016, down from 765 in Q2 2016.
- Funds reported $12B of J.M. Smucker stock for Q3 2016, down 11% quarter-over-quarter.
- 76 funds opened new J.M. Smucker positions in Q3 2016 and 85 closed out, a net change of -9 holders.
- The largest J.M. Smucker buyer in Q3 2016 was Massachusetts Financial Services, an estimated $209M added.
- The largest J.M. Smucker seller in Q3 2016 was Epoch Investment Partners, an estimated $114M sold.
Based on aggregated 13F filings for Q3 2016.