J.M. Smucker
813 hedge funds and large institutions have $11B invested in J.M. Smucker in 2021 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 295 increasing their positions, 296 reducing their positions, and 71 closing their positions.
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
5% more call options, than puts
Call options by funds: $42.4M | Put options by funds: $40.3M
0% less repeat investments, than reductions
Existing positions increased: 295 | Existing positions reduced: 296
3.28% less ownership
Funds ownership: 87.58% → 84.31% (-3.3%)
4% less funds holding
Funds holding: 843 → 813 (-30)
11% less capital invested
Capital invested by funds: $12.3B → $11B (-$1.33B)
24% less first-time investments, than exits
New positions opened: 54 | Existing positions closed: 71
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State of Wisconsin Investment Board
Madison,
Wisconsin
|
+$65.7M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$28.6M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$22.6M |
| 4 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$20.7M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$14.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIG
American International Group
New York
|
-$146M |
| 2 |
BlackRock
New York
|
-$76.8M |
| 3 |
Morgan Stanley
New York
|
-$66.8M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$55.2M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$34.7M |
SJM Hedge Fund Activity: Q3 2021 in Review
813 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q3 2021, worth a combined $11B — down 11% from $12.3B a quarter earlier.
Sellers outnumbered buyers: 71 funds closed out of SJM and 54 opened new positions — a net loss of 17 holders — while 296 trimmed existing stakes and 295 added.
The largest buyer was State of Wisconsin Investment Board, adding an estimated $65.7M. The largest seller was American International Group, cutting an estimated $146M.
- 813 institutional investors held J.M. Smucker (SJM) as of Q3 2021, down from 843 in Q2 2021.
- Funds reported $11B of J.M. Smucker stock for Q3 2021, down 11% quarter-over-quarter.
- 54 funds opened new J.M. Smucker positions in Q3 2021 and 71 closed out, a net change of -17 holders.
- The largest J.M. Smucker buyer in Q3 2021 was State of Wisconsin Investment Board, an estimated $65.7M added.
- The largest J.M. Smucker seller in Q3 2021 was American International Group, an estimated $146M sold.
Based on aggregated 13F filings for Q3 2021.