Hudson Bay Capital Management
SJM icon

Hudson Bay Capital Management’s J.M. Smucker SJM Stock Holding History

Hudson Bay Capital Management’s Portfolio SJM Stock Details SJM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.44M Buy
57,283
+34,050
+147% +$3.47M 0.02% 487
2026
Q1 		$2.24M Sell
23,233
-72,525
-76% -$7.59M 0.01% 741
2025
Q4 		$9.37M Buy
95,758
+26,156
+38% +$2.7M 0.03% 359
2025
Q3 		$7.56M Sell
69,602
-16,284
-19% -$1.77M 0.03% 431
2025
Q2 		$8.43M Buy
85,886
+64,766
+307% +$7.12M 0.03% 396
2025
Q1 		$2.5M Buy
21,120
+11,120
+111% +$1.2M 0.01% 776
2024
Q4 		$1.1M Sell
10,000
-27,010
-73% -$3.11M ﹤0.01% 731
2024
Q3 		$4.48M Buy
+37,010
New +$4.36M 0.02% 433
2024
Q2 		– Sell
-19,871
Closed -$2.5M – 926
2024
Q1 		$2.5M Sell
19,871
-7,866
-28% -$996K 0.01% 421
2023
Q4 		$3.51M Buy
+27,737
New +$3.21M 0.02% 364
2023
Q2 		– Sell
-24,075
Closed -$3.79M – 956
2023
Q1 		$3.79M Sell
24,075
-17,630
-42% -$2.68M 0.03% 378
2022
Q4 		$6.61M Buy
41,705
+27,707
+198% +$4.13M 0.07% 271
2022
Q3 		$1.92M Sell
13,998
-13,002
-48% -$1.77M 0.02% 750
2022
Q2 		$3.46M Buy
27,000
+4,700
+21% +$627K 0.03% 592
2022
Q1 		$3.02M Buy
+22,300
New +$3.04M 0.04% 563
2019
Q1 		– Sell
-21,200
Closed -$2.22M – 891
2018
Q4 		$1.98M Buy
+21,200
New +$2.21M 0.03% 512

Other funds holding SJM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Hudson Bay Capital Management's SJM Position: Q2 2026 in Review

Hudson Bay Capital Management increased its J.M. Smucker (SJM) stake by 147% in Q2 2026, buying an estimated $3.47M and bringing the position to 57,283 shares worth $6.44M. The position accounts for 0.02% of the portfolio, ranked #487.

Hudson Bay Capital Management first reported a position in SJM in Q4 2018 and has held it in 16 quarters since. The position peaked at $9.37M in Q4 2025. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Hudson Bay Capital Management held 57,283 shares of J.M. Smucker worth $6.44M as of Q2 2026.
  • Hudson Bay Capital Management bought 34,050 J.M. Smucker shares in Q2 2026, an estimated $3.47M.
  • J.M. Smucker made up 0.02% of Hudson Bay Capital Management's portfolio in Q2 2026, its #487 holding.
  • Hudson Bay Capital Management first reported a position in J.M. Smucker in Q4 2018 and has held it in 16 quarters since.
  • Hudson Bay Capital Management's J.M. Smucker position peaked at $9.37M in Q4 2025.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Hudson Bay Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.