- Quarter end
- 31 Mar 2024
- the date the book describes
- Filed
- 15 May 2024
- latest of these filings; the earliest 13 May 2024
- Managers listing it
- 15
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q4 2023 and Q1 2024; 13 listed it in both
- Shares listed
- 6,283,743
- combined, among listed positions
- Reported value
- $791m
- combined, at the quarter end
Among the 93 comparable managers: 7 buyers (opened or added shares) and 10 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing SJM in Q1 2024
15 of 15 holders
Largest increases and reductions, by shares
Increases
- Point72 Asset Management LPexisting position · 1,318,144 shares now+637,444
- Holocene Advisors LPexisting position · 1,090,055 shares now+484,499
- Millennium Management LLCexisting position · 1,441,955 shares now+283,203
- Balyasny Asset Management LLCexisting position · 463,104 shares now+75,908
- Arrowstreet Capital LPexisting position · 247,317 shares now+37,867
Reductions
- Man Group PLCexisting position · 188,207 shares now-585,549
- Renaissance Technologies LLCexisting position · 241,367 shares now-394,555
- AQR Capital Management LLCexisting position · 532,456 shares now-176,096
- Voloridge Investment Management LLCexisting position · 114,416 shares now-100,256
- Bridgewater Associates LPexisting position · 185,875 shares now-87,366
New positions and exits
New (0)
No new position among listed positions.
Exited (2)
- Two Sigma Advisers LPwas $11m
- Moore Capital Management LPwas $1.2m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2013 | 8 | $670m | n.a. | n.a. |
| Q3 2013 | 12 | $645m | n.a. | n.a. |
| Q4 2013 | 11 | $434m | n.a. | n.a. |
| Q1 2014 | 9 | $353m | n.a. | n.a. |
| Q2 2014 | 10 | $367m | n.a. | n.a. |
| Q3 2014 | 9 | $283m | n.a. | n.a. |
| Q4 2014 | 10 | $294m | n.a. | n.a. |
| Q1 2015 | 10 | $416m | n.a. | n.a. |
| Q2 2015 | 7 | $286m | n.a. | n.a. |
| Q3 2015 | 19 | $628m | n.a. | n.a. |
| Q4 2015 | 18 | $829m | n.a. | n.a. |
| Q1 2016 | 16 | $898m | n.a. | n.a. |
| Q2 2016 | 15 | $1.3bn | n.a. | n.a. |
| Q3 2016 | 12 | $1.2bn | n.a. | n.a. |
| Q4 2016 | 13 | $1.0bn | n.a. | n.a. |
| Q1 2017 | 11 | $717m | n.a. | n.a. |
| Q2 2017 | 8 | $564m | n.a. | n.a. |
| Q3 2017 | 9 | $1.1bn | n.a. | n.a. |
| Q4 2017 | 6 | $1.5bn | n.a. | n.a. |
| Q1 2018 | 4 | $1.4bn | n.a. | n.a. |
| Q2 2018 | 9 | $1.3bn | n.a. | n.a. |
| Q3 2018 | 7 | $1.1bn | n.a. | n.a. |
| Q4 2018 | 9 | $845m | n.a. | n.a. |
| Q1 2019 | 12 | $1.2bn | n.a. | n.a. |
| Q2 2019 | 13 | $952m | n.a. | n.a. |
| Q3 2019 | 10 | $1.0bn | n.a. | n.a. |
| Q4 2019 | 11 | $935m | n.a. | n.a. |
| Q1 2020 | 13 | $1.1bn | n.a. | n.a. |
| Q2 2020 | 17 | $1.1bn | n.a. | n.a. |
| Q3 2020 | 10 | $1.1bn | n.a. | n.a. |
| Q4 2020 | 11 | $1.0bn | n.a. | n.a. |
| Q1 2021 | 15 | $1.2bn | n.a. | n.a. |
| Q2 2021 | 12 | $1.1bn | n.a. | n.a. |
| Q3 2021 | 9 | $917m | n.a. | n.a. |
| Q4 2021 | 11 | $863m | n.a. | n.a. |
| Q1 2022 | 9 | $846m | n.a. | n.a. |
| Q2 2022 | 16 | $953m | n.a. | n.a. |
| Q3 2022 | 18 | $1.0bn | n.a. | n.a. |
| Q4 2022 | 18 | $1.3bn | n.a. | n.a. |
| Q1 2023 | 17 | $1.1bn | n.a. | n.a. |
| Q2 2023 | 14 | $1.1bn | n.a. | n.a. |
| Q3 2023 | 15 | $954m | n.a. | n.a. |
| Q4 2023 | 20 | $1.1bn | 14 | 8 |
| Q1 2024 | 15 | $791m | 7 | 10 |
| Q2 2024 | 15 | $806m | 10 | 7 |
| Q3 2024 | 13 | $437m | 7 | 7 |
| Q4 2024 | 13 | $915m | 9 | 5 |
| Q1 2025 | 12 | $1.6bn | 8 | 6 |
| Q2 2025 | 14 | $1.2bn | 12 | 4 |
| Q3 2025 | 14 | $1.3bn | 5 | 9 |
| Q4 2025 | 16 | $1.2bn | 19 | 17 |
| Q1 2026 | 12 | $781m | 19 | 17 |
| Q2 2026 | 14 | $982m | 18 | 17 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
SJM and PM →SJM and KO →SJM and COST →Choose a stock to compare with SJM →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own SJM, latest filings →Back to the 13F Explorer →