Question 1

Which hedge funds and institutional investors hold SJM?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for SJM shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for SJM whale holdings?

Accepted Answer

Conviction level reflects how significant SJM is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to SJM, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for SJM?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about SJM?

Accepted Answer

QoQ changes for SJM show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
State Street	6.5M	$626.5M	0.0%	$2896.4B
Hotchkis & Wiley	2.2M	$211.2M	0.7%	$32.4B
Point72	2.0M	$191.0M	0.2%	$78.1B
Two Sigma	1.6M	$158.8M	0.1%	$123.9B
Balyasny	1.2M	$112.5M	0.1%	$77.1B
DE Shaw	417.3K	$40.2M	0.0%	$166.3B
Geode Capital	341.6K	$32.9M	0.0%	$1607.5B
Millennium	291.7K	$28.1M	0.0%	$240.3B
BlackRock	235.4K	$22.7M	0.0%	$5723.5B
DFA	226.4K	$21.8M	0.0%	$481.4B
Citadel	186.0K	$17.9M	0.0%	$618.5B
Schonfeld	174.6K	$16.8M	0.1%	$14.2B
Arrowstreet	166.2K	$16.0M	0.0%	$184.8B
Gotham Asset	151.5K	$14.6M	0.0%	$32.7B
Gabelli	131.1K	$12.6M	0.1%	$14.8B
WorldQuant	103.6K	$10.0M	0.0%	$25.9B
Bridgewater	102.1K	$9.8M	0.0%	$22.4B
Man Group	102.1K	$9.8M	0.0%	$55.1B
Adage Capital	95.2K	$9.2M	0.0%	$64.8B
Brevan Howard	66.7K	$6.4M	0.1%	$11.3B
Citadel	61.3K	$5.9M	0.0%	$618.5B
Millennium	47.1K	$4.5M	0.0%	$240.3B
Millennium	43.3K	$4.2M	0.0%	$240.3B
Maverick Capital	29.9K	$2.9M	0.0%	$8.7B
Hudson Bay	23.2K	$2.2M	0.0%	$29.0B
Tudor	22.1K	$2.1M	0.0%	$53.9B
Tudor	18.7K	$1.8M	0.0%	$53.9B
Marshall Wace	18.2K	$1.8M	0.0%	$100.4B
Citadel	16.4K	$1.6M	0.0%	$618.5B
Winton	11.8K	$1.1M	0.0%	$2.9B
Wellington	8.3K	$801K	0.0%	$535.5B
Tudor	6.0K	$581K	0.0%	$53.9B
Point72	5.6K	$540K	0.0%	$78.1B
Neuberger Berman (Eisman)	4.6K	$442K	0.0%	$131.4B
Northern Trust	3.5K	$335K	—	$756.6B
Caxton	2.8K	$271K	0.0%	$4.4B
Point72	2.8K	$270K	0.0%	$78.1B
American Century	2.8K	$270K	0.0%	$194.3B
Fidelity (FMR)	1.4K	$132K	—	$1898.4B
Franklin Templeton	962	$93K	—	$408.3B
LSV	783.3K	$76K	0.2%	$46.4M
AQR Capital	739	$70K	—	$218.4B
Invesco	377	$36K	—	$653.3B

SJM

Who Holds SJM