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J.M. Smucker

859 hedge funds and large institutions have $11.9B invested in J.M. Smucker in 2022 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 285 increasing their positions, 320 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $50.4M | Put options by funds: $43.7M

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

3% less capital invested

Capital invested by funds: $12.3B → $11.9B (-$405M)

2.75% less ownership

Funds ownership: 83.74%80.99% (-2.7%)

4% less funds holding

Funds holding: 893859 (-34)

11% less repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 320

23% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 95

Holders
859
Holders Change
-34
Holders Change %
-3.81%
% of All Funds
13.55%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
73
Increased
285
Reduced
320
Closed
95
Calls
$50.4M
Puts
$43.7M
Net Calls
+$6.77M
Net Calls Change
-$15.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.72B +$22.2M +162,944 +1%
BlackRock
2
BlackRock
New York
$1.28B -$5.06M -37,111 -0.4%
State Street
3
State Street
Massachusetts
$1.04B -$48.5M -355,892 -4%
LSV Asset Management
4
LSV Asset Management
Illinois
$374M -$79.3M -582,127 -17%
Stifel Financial
5
Stifel Financial
Missouri
$351M +$12.1M +89,043 +4%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$297M +$10.9M +79,868 +4%
Invesco
7
Invesco
Georgia
$247M +$19M +139,158 +8%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$237M -$27.6M -202,148 -10%
CIP
9
Champlain Investment Partners
Vermont
$236M -$17.2M -126,534 -7%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$218M -$13.1M -96,308 -6%
Wells Fargo
11
Wells Fargo
California
$193M -$6.87M -50,380 -3%
Northern Trust
12
Northern Trust
Illinois
$192M -$9.49M -69,595 -5%
AI
13
Ariel Investments
Illinois
$173M -$29.2M -214,319 -14%
Legal & General Group
14
Legal & General Group
United Kingdom
$164M +$9.18M +67,349 +6%
CP
15
Coho Partners
Pennsylvania
$146M -$2.24M -16,438 -1%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$134M -$22.5M -164,789 -14%
Renaissance Technologies
17
Renaissance Technologies
New York
$129M +$12.6M +92,400 +11%
SFA
18
Sequoia Financial Advisors
Ohio
$116M -$22.9M -168,354 -16%
Charles Schwab
19
Charles Schwab
California
$115M +$3.92M +28,779 +4%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$110M -$1.34M -9,828 -1%
UBS AM
21
UBS AM
Illinois
$104M +$7.51M +55,134 +8%
PPA
22
Parametric Portfolio Associates
Washington
$103M +$308K +2,257 +0.3%
Deutsche Bank
23
Deutsche Bank
Germany
$98.9M -$26.6M -194,847 -21%
American Century Companies
24
American Century Companies
Missouri
$97.8M -$15.5M -113,357 -14%
Morgan Stanley
25
Morgan Stanley
New York
$89.6M -$10.7M -78,540 -11%

SJM Hedge Fund Activity: Q1 2022 in Review

859 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q1 2022, worth a combined $11.9B — down 3.3% from $12.3B a quarter earlier.

Sellers outnumbered buyers: 95 funds closed out of SJM and 73 opened new positions — a net loss of 22 holders — while 320 trimmed existing stakes and 285 added.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $28.7M. The largest seller was LSV Asset Management, cutting an estimated $79.3M.

  • 859 institutional investors held J.M. Smucker (SJM) as of Q1 2022, down from 893 in Q4 2021.
  • Funds reported $11.9B of J.M. Smucker stock for Q1 2022, down 3.3% quarter-over-quarter.
  • 73 funds opened new J.M. Smucker positions in Q1 2022 and 95 closed out, a net change of -22 holders.
  • The largest J.M. Smucker buyer in Q1 2022 was Carson Wealth (CWM LLC), an estimated $28.7M added.
  • The largest J.M. Smucker seller in Q1 2022 was LSV Asset Management, an estimated $79.3M sold.

Based on aggregated 13F filings for Q1 2022.