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J.M. Smucker

851 hedge funds and large institutions have $9.46B invested in J.M. Smucker in 2024 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 285 increasing their positions, 313 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $170M | Put options by funds: $113M

1.22% more ownership

Funds ownership: 80.45%81.67% (+1.2%)

9% less repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 313

4% less funds holding

Funds holding: 883851 (-32)

12% less capital invested

Capital invested by funds: $10.7B → $9.46B (-$1.28B)

16% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 116

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
851
Holders Change
-32
Holders Change %
-3.62%
% of All Funds
12.29%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
97
Increased
285
Reduced
313
Closed
116
Calls
$170M
Puts
$113M
Net Calls
+$57.1M
Net Calls Change
+$40.6M
Name Holding Trade Value Shares
Change
Change in
Stake
JGCM
251
Joseph Group Capital Management
Ohio
$1.87M +$218K +1,928 +13%
MSFP
252
Mark Sheptoff Financial Planning
Connecticut
$1.87M -$1.17M -10,344 -38%
Wolverine Trading
253
Wolverine Trading
Illinois
$1.86M +$822K +7,265 +74%
URS
254
Utah Retirement Systems
Utah
$1.86M -$90.5K -800 -4%
NYLIM
255
New York Life Investment Management
New York
$1.86M +$28.9K +255 +2%
CIBC Asset Management
256
CIBC Asset Management
Ontario, Canada
$1.85M -$120K -1,060 -6%
HAIM
257
Hunter Associates Investment Management
Pennsylvania
$1.84M +$287K +2,538 +18%
IMC Chicago
258
IMC Chicago
Illinois
$1.83M +$1.9M +16,817 New
DC
259
Davenport & Co
Virginia
$1.83M -$554K -4,899 -23%
CCIA
260
Campbell & Co Investment Adviser
Maryland
$1.81M -$432K -3,818 -19%
Wealth Enhancement Advisory Services
261
Wealth Enhancement Advisory Services
Minnesota
$1.8M +$119K +1,056 +7%
RCYC
262
Richard C. Young & Co
Rhode Island
$1.75M -$7.52M -66,431 -81%
BFIM
263
Beese Fulmer Investment Management
Ohio
$1.74M -$50.9K -450 -3%
HNB
264
Huntington National Bank
Ohio
$1.71M -$11.9K -105 -0.7%
GT
265
Glenmede Trust
Pennsylvania
$1.71M +$245K +2,165 +16%
SFA
266
Sequoia Financial Advisors
Ohio
$1.69M -$559K -4,940 -24%
Pathstone Holdings
267
Pathstone Holdings
New Jersey
$1.65M -$783K -6,920 -31%
CB
268
Commerce Bank
Missouri
$1.64M -$139K -1,230 -8%
TI
269
Tidal Investments
Wisconsin
$1.62M +$1.17M +10,339 +229%
RCA
270
Resonant Capital Advisors
Wisconsin
$1.6M +$41.3K +365 +3%
HW
271
Hedeker Wealth
Illinois
$1.59M -$44.4K -392 -3%
QCM
272
Quantinno Capital Management
New York
$1.57M +$409K +3,615 +34%
SIP
273
Stoneridge Investment Partners
Pennsylvania
$1.56M +$1.62M +14,350 New
CCM
274
Cullen Capital Management
New York
$1.56M +$294K +2,596 +22%
Janus Henderson Group
275
Janus Henderson Group
United Kingdom
$1.56M +$7.24K +64 +0.4%

SJM Hedge Fund Activity: Q2 2024 in Review

851 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2024, worth a combined $9.46B — down 12% from $10.7B a quarter earlier.

Sellers outnumbered buyers: 116 funds closed out of SJM and 97 opened new positions — a net loss of 19 holders — while 313 trimmed existing stakes and 285 added.

The largest buyer was Fidelity Investments, adding an estimated $118M. The largest seller was Holocene Advisors, exiting entirely with an estimated $137M sold.

  • 851 institutional investors held J.M. Smucker (SJM) as of Q2 2024, down from 883 in Q1 2024.
  • Funds reported $9.46B of J.M. Smucker stock for Q2 2024, down 12% quarter-over-quarter.
  • 97 funds opened new J.M. Smucker positions in Q2 2024 and 116 closed out, a net change of -19 holders.
  • The largest J.M. Smucker buyer in Q2 2024 was Fidelity Investments, an estimated $118M added.
  • The largest J.M. Smucker seller in Q2 2024 was Holocene Advisors, an estimated $137M sold.

Based on aggregated 13F filings for Q2 2024.