J.M. Smucker
885 hedge funds and large institutions have $10.3B invested in J.M. Smucker in 2023 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 286 increasing their positions, 340 reducing their positions, and 116 closing their positions.
23% more capital inflows, than outflows
Capital inflows: $942M | Capital outflows: $765M
1.12% more ownership
Funds ownership: 80.53% → 81.65% (+1.1%)
4% less funds holding
Funds holding: 924 → 885 (-39)
16% less repeat investments, than reductions
Existing positions increased: 286 | Existing positions reduced: 340
19% less call options, than puts
Call options by funds: $119M | Put options by funds: $147M
25% less first-time investments, than exits
New positions opened: 87 | Existing positions closed: 116
60% less funds holding in top 10
Funds holding in top 10: 5 → 2 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$172M |
| 2 |
Renaissance Technologies
New York
|
+$41.7M |
| 3 |
Nordea Investment Management
Stockholm,
Sweden
|
+$38M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$37.4M |
| 5 |
Squarepoint
New York
|
+$30.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Davenport & Co
Richmond,
Virginia
|
-$60.4M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$59.2M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$58.2M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$48.5M |
| 5 |
BlackRock
New York
|
-$48.2M |
SJM Hedge Fund Activity: Q3 2023 in Review
885 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q3 2023, worth a combined $10.3B — down 16% from $12.1B a quarter earlier.
Sellers outnumbered buyers: 116 funds closed out of SJM and 87 opened new positions — a net loss of 29 holders — while 340 trimmed existing stakes and 286 added.
The largest buyer was Ameriprise, adding an estimated $172M. The largest seller was Davenport & Co, cutting an estimated $60.4M.
- 885 institutional investors held J.M. Smucker (SJM) as of Q3 2023, down from 924 in Q2 2023.
- Funds reported $10.3B of J.M. Smucker stock for Q3 2023, down 16% quarter-over-quarter.
- 87 funds opened new J.M. Smucker positions in Q3 2023 and 116 closed out, a net change of -29 holders.
- The largest J.M. Smucker buyer in Q3 2023 was Ameriprise, an estimated $172M added.
- The largest J.M. Smucker seller in Q3 2023 was Davenport & Co, an estimated $60.4M sold.
Based on aggregated 13F filings for Q3 2023.