J.M. Smucker
738 hedge funds and large institutions have $9.09B invested in J.M. Smucker in 2017 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 241 increasing their positions, 274 reducing their positions, and 93 closing their positions.
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
1.84% more ownership
Funds ownership: 74.38% → 76.22% (+1.8%)
7% more call options, than puts
Call options by funds: $65.5M | Put options by funds: $61.1M
3% less funds holding
Funds holding: 762 → 738 (-24)
9% less capital invested
Capital invested by funds: $9.98B → $9.09B (-$894M)
12% less repeat investments, than reductions
Existing positions increased: 241 | Existing positions reduced: 274
19% less first-time investments, than exits
New positions opened: 75 | Existing positions closed: 93
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$501M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
+$164M |
| 3 |
Lazard Asset Management
New York
|
+$55.6M |
| 4 |
CP
Coho Partners
Berwyn,
Pennsylvania
|
+$50.6M |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$49.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fundsmith LLP
London,
United Kingdom
|
-$240M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$96.2M |
| 3 |
APG Asset Management
Amsterdam,
Netherlands
|
-$56.1M |
| 4 |
Renaissance Technologies
New York
|
-$54.5M |
| 5 |
OCBV
Ownership Capital B.V.
Amsterdam,
Netherlands
|
-$54.1M |
SJM Hedge Fund Activity: Q3 2017 in Review
738 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q3 2017, worth a combined $9.09B — down 9% from $9.98B a quarter earlier.
Sellers outnumbered buyers: 93 funds closed out of SJM and 75 opened new positions — a net loss of 18 holders — while 274 trimmed existing stakes and 241 added.
The largest buyer was Fidelity Investments, adding an estimated $501M. The largest seller was Fundsmith LLP, exiting entirely with an estimated $240M sold.
- 738 institutional investors held J.M. Smucker (SJM) as of Q3 2017, down from 762 in Q2 2017.
- Funds reported $9.09B of J.M. Smucker stock for Q3 2017, down 9% quarter-over-quarter.
- 75 funds opened new J.M. Smucker positions in Q3 2017 and 93 closed out, a net change of -18 holders.
- The largest J.M. Smucker buyer in Q3 2017 was Fidelity Investments, an estimated $501M added.
- The largest J.M. Smucker seller in Q3 2017 was Fundsmith LLP, an estimated $240M sold.
Based on aggregated 13F filings for Q3 2017.