J.M. Smucker
762 hedge funds and large institutions have $9.98B invested in J.M. Smucker in 2017 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 281 increasing their positions, 273 reducing their positions, and 88 closing their positions.
3% more repeat investments, than reductions
Existing positions increased: 281 | Existing positions reduced: 273
0.35% more ownership
Funds ownership: 74.03% → 74.38% (+0.35%)
5% less funds holding
Funds holding: 805 → 762 (-43)
12% less capital invested
Capital invested by funds: $11.3B → $9.98B (-$1.32B)
14% less call options, than puts
Call options by funds: $38M | Put options by funds: $44.3M
35% less first-time investments, than exits
New positions opened: 57 | Existing positions closed: 88
69% less funds holding in top 10
Funds holding in top 10: 16 → 5 (-11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$145M |
| 2 |
BlackRock
New York
|
+$73.2M |
| 3 |
Renaissance Technologies
New York
|
+$58.2M |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$57.1M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$43.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fundsmith LLP
London,
United Kingdom
|
-$198M |
| 2 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$86.2M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$78.7M |
| 4 |
Jennison Associates
New York
|
-$52.1M |
| 5 |
DC
Davenport & Co
Richmond,
Virginia
|
-$47.8M |
SJM Hedge Fund Activity: Q2 2017 in Review
762 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2017, worth a combined $9.98B — down 12% from $11.3B a quarter earlier.
Sellers outnumbered buyers: 88 funds closed out of SJM and 57 opened new positions — a net loss of 31 holders — while 273 trimmed existing stakes and 281 added.
The largest buyer was Schroder Investment Management Group, adding an estimated $145M. The largest seller was Fundsmith LLP, cutting an estimated $198M.
- 762 institutional investors held J.M. Smucker (SJM) as of Q2 2017, down from 805 in Q1 2017.
- Funds reported $9.98B of J.M. Smucker stock for Q2 2017, down 12% quarter-over-quarter.
- 57 funds opened new J.M. Smucker positions in Q2 2017 and 88 closed out, a net change of -31 holders.
- The largest J.M. Smucker buyer in Q2 2017 was Schroder Investment Management Group, an estimated $145M added.
- The largest J.M. Smucker seller in Q2 2017 was Fundsmith LLP, an estimated $198M sold.
Based on aggregated 13F filings for Q2 2017.