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J.M. Smucker

881 hedge funds and large institutions have $11.8B invested in J.M. Smucker in 2022 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 283 increasing their positions, 305 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

43% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 65

7% more capital invested

Capital invested by funds: $11B → $11.8B (+$756M)

2% more funds holding

Funds holding: 861881 (+20)

0.37% less ownership

Funds ownership: 80.97%80.6% (-0.37%)

7% less repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 305

29% less call options, than puts

Call options by funds: $67.7M | Put options by funds: $94.8M

Holders
881
Holders Change
+20
Holders Change %
+2.32%
% of All Funds
15.18%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.17%
New
93
Increased
283
Reduced
305
Closed
65
Calls
$67.7M
Puts
$94.8M
Net Calls
-$27.1M
Net Calls Change
-$21M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.77B -$9.42M -69,142 -0.5%
BlackRock
2
BlackRock
New York
$1.28B -$34.4M -252,484 -3%
State Street
3
State Street
Massachusetts
$1.04B -$3.07M -22,565 -0.3%
Stifel Financial
4
Stifel Financial
Missouri
$378M +$11.9M +86,996 +3%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$303M -$6.03M -44,279 -2%
LSV Asset Management
6
LSV Asset Management
Illinois
$287M -$7.62M -55,920 -3%
Citadel Advisors
7
Citadel Advisors
Florida
$265M +$176M +1,293,339 +204%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$223M -$5.53M -40,600 -2%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$214M -$3.77M -27,700 -2%
Wells Fargo
10
Wells Fargo
California
$188M +$693K +5,083 +0.4%
Northern Trust
11
Northern Trust
Illinois
$188M -$2.3M -16,852 -1%
American Century Companies
12
American Century Companies
Missouri
$184M +$52.9M +388,503 +41%
Morgan Stanley
13
Morgan Stanley
New York
$183M +$267K +1,956 +0.1%
Legal & General Group
14
Legal & General Group
United Kingdom
$153M -$18.3M -134,007 -11%
CP
15
Coho Partners
Pennsylvania
$150M +$7.64M +56,100 +5%
Invesco
16
Invesco
Georgia
$146M -$96.5M -708,460 -40%
Norges Bank
17
Norges Bank
Norway
$145M +$35.5M +260,338 +33%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$141M +$85.4M +626,420 +156%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$139M -$128K -936 -0.1%
CIP
20
Champlain Investment Partners
Vermont
$138M -$25.5M -187,165 -16%
Charles Schwab
21
Charles Schwab
California
$119M +$604K +4,432 +0.5%
First Trust Advisors
22
First Trust Advisors
Illinois
$118M -$3.65M -26,815 -3%
Renaissance Technologies
23
Renaissance Technologies
New York
$114M -$26.5M -194,200 -19%
UBS AM
24
UBS AM
Illinois
$114M +$3.51M +25,764 +3%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$104M -$5.1M -37,449 -5%

SJM Hedge Fund Activity: Q3 2022 in Review

881 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q3 2022, worth a combined $11.8B — up 6.9% from $11B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new SJM positions and 65 closed out — a net gain of 28 holders — while 283 added to existing stakes and 305 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $176M. The largest seller was Invesco, cutting an estimated $96.5M.

  • 881 institutional investors held J.M. Smucker (SJM) as of Q3 2022, up from 861 in Q2 2022.
  • Funds reported $11.8B of J.M. Smucker stock for Q3 2022, up 6.9% quarter-over-quarter.
  • 93 funds opened new J.M. Smucker positions in Q3 2022 and 65 closed out, a net change of +28 holders.
  • The largest J.M. Smucker buyer in Q3 2022 was Citadel Advisors, an estimated $176M added.
  • The largest J.M. Smucker seller in Q3 2022 was Invesco, an estimated $96.5M sold.

Based on aggregated 13F filings for Q3 2022.