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J.M. Smucker

843 hedge funds and large institutions have $10.4B invested in J.M. Smucker in 2024 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 275 increasing their positions, 320 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

30% more call options, than puts

Call options by funds: $154M | Put options by funds: $119M

10% more capital invested

Capital invested by funds: $9.46B → $10.4B (+$968M)

2% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 89

0.53% less ownership

Funds ownership: 81.67%81.14% (-0.53%)

1% less funds holding

Funds holding: 851843 (-8)

14% less repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 320

Holders
843
Holders Change
-8
Holders Change %
-0.94%
% of All Funds
12.11%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
91
Increased
275
Reduced
320
Closed
89
Calls
$154M
Puts
$119M
Net Calls
+$35.4M
Net Calls Change
-$21.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Rafferty Asset Management
326
Rafferty Asset Management
New York
$995K -$36.4K -309 -4%
A
327
AlphaQuest
New York
$992K +$916K +7,772 +1,868%
TRSOTSOK
328
Teachers Retirement System of the State of Kentucky
Kentucky
$986K -$52.9K -449 -5%
EF
329
Exeter Financial
Arizona
$971K -$163K -1,387 -15%
CIG
330
Cullen Investment Group
Louisiana
$957K +$7.54K +64 +0.8%
GC
331
Guidance Capital
Kentucky
$952K +$39.6K +336 +4%
Lido Advisors
332
Lido Advisors
California
$950K +$104K +881 +13%
BF
333
BOK Financial
Oklahoma
$947K +$825 +7 +0.1%
TCM
334
Twin Capital Management
Pennsylvania
$931K -$408K -3,463 -31%
SA
335
Sanctuary Advisors
Indiana
$931K -$70.6K -599 -7%
HVIA
336
Hudson Valley Investment Advisors
New York
$916K
KRS
337
Kentucky Retirement Systems
Kentucky
$898K -$69K -586 -7%
WJWM
338
Williams Jones Wealth Management
New York
$892K +$236 +2 +0%
CW
339
CreativeOne Wealth
Kansas
$862K +$90K +764 +12%
Wolverine Trading
340
Wolverine Trading
Illinois
$860K -$1.18M -9,975 -58%
FMII
341
Farmers & Merchants Investments Inc
Nebraska
$857K
AI
342
Atria Investments
North Carolina
$852K -$11.8K -100 -1%
MSU
343
Mizuho Securities USA
New York
$836K -$152K -1,286 -16%
DT
344
Diversified Trust
Tennessee
$835K +$1.18K +10 +0.1%
WS
345
Wedbush Securities
California
$831K +$809K +6,866 New
OSAM
346
O'Shaughnessy Asset Management
Connecticut
$829K +$171K +1,454 +26%
RHAM
347
Round Hill Asset Management
California
$828K +$4.12K +35 +0.5%
DWM
348
Dynasty Wealth Management
Florida
$826K +$74.8K +635 +10%
TSS
349
Two Sigma Securities
New York
$813K -$10K -85 -1%
HIMCH
350
Hartford Investment Management Co (HIMCO)
Connecticut
$809K -$9.19K -78 -1%