J.M. Smucker
SJM
861 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, 286 increasing their positions, 321 reducing their positions, and 93 closing their positions.
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: 7 → 7 (0)
2.75% less ownership
Funds ownership: 83.72% → 80.97% (-2.8%)
4% less funds holding
Funds holding: 893 → 861 (-32)
11% less repeat investments, than reductions
Existing positions increased: 286 | Existing positions reduced: 321
22% less first-time investments, than exits
New positions opened: 73 | Existing positions closed: 93
45% less capital inflows, than outflows
Capital inflows: $472M | Capital outflows: $852M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$28.7M |
| 2 |
National Pension Service
Jeonju-Si, Jeollabuk-Do,
South Korea
|
+$23.9M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$22.4M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$22.2M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$21.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
-$79.3M |
| 2 |
State of Wisconsin Investment Board
Madison,
Wisconsin
|
-$61.9M |
| 3 |
State Street
Boston,
Massachusetts
|
-$48.5M |
| 4 |
Ariel Investments
Chicago,
Illinois
|
-$29.2M |
| 5 |
Unigestion Holding
Geneva,
Switzerland
|
-$29.1M |
SJM Hedge Fund Activity: Q1 2022 in Review
861 of the 6,364 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q1 2022, worth a combined $11.9B — down 3.5% from $12.3B a quarter earlier.
Sellers outnumbered buyers: 93 funds closed out of SJM and 73 opened new positions — a net loss of 20 holders — while 321 trimmed existing stakes and 286 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.
- 861 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 3.5% quarter-over-quarter.
- 73 funds opened new J.M. Smucker positions in Q1 2022 and 93 closed out, a net change of -20 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.