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J.M. Smucker

844 hedge funds and large institutions have $9.65B invested in J.M. Smucker in 2024 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 267 increasing their positions, 320 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $162M | Put options by funds: $98.4M

15% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 95

1.26% more ownership

Funds ownership: 81.14%82.4% (+1.3%)

0% more funds holding

Funds holding: 843844 (+1)

7% less capital invested

Capital invested by funds: $10.4B → $9.65B (-$775M)

17% less repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 320

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
844
Holders Change
+1
Holders Change %
+0.12%
% of All Funds
11.12%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
109
Increased
267
Reduced
320
Closed
95
Calls
$162M
Puts
$98.4M
Net Calls
+$64M
Net Calls Change
+$28.6M
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
326
MML Investors Services
Massachusetts
$1.07M -$6.67K -58 -0.6%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
327
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.07M -$3.76M -32,700 -77%
FTC
328
Farmers Trust Company
Ohio
$1.07M -$27K -235 -2%
DC
329
Davenport & Co
Virginia
$1.07M -$26.3K -229 -2%
DBRC
330
D.B. Root & Company
Pennsylvania
$1.06M +$33.2K +289 +3%
GT
331
Glenmede Trust
Pennsylvania
$1.05M -$641K -5,574 -37%
RCM
332
Radnor Capital Management
Pennsylvania
$1.04M -$28.8K -250 -3%
KC
333
Kinloch Capital
Virginia
$1.03M -$201K -1,748 -16%
HWAM
334
Hennion & Walsh Asset Management
New Jersey
$1.02M +$94.9K +825 +10%
Rafferty Asset Management
335
Rafferty Asset Management
New York
$1.02M +$118K +1,029 +13%
MC
336
Moors & Cabot
Massachusetts
$1.02M +$3.45K +30 +0.3%
PA
337
Probity Advisors
Texas
$1.01M +$40.5K +352 +4%
OPERF
338
Oregon Public Employees Retirement Fund
Oregon
$1M +$1.15K +10 +0.1%
Aristotle Capital Management
339
Aristotle Capital Management
California
$987K -$46K -400 -4%
FHA
340
Flagship Harbor Advisors
Massachusetts
$985K -$122K -1,060 -11%
FLPIM
341
F.L. Putnam Investment Management
Massachusetts
$981K +$1.02M +8,910 New
NGA
342
Naples Global Advisors
Florida
$976K -$9.78K -85 -1%
AIMCA
343
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$925K
EHWM
344
Eads & Heald Wealth Management
Georgia
$923K -$5.41K -47 -0.6%
GIBU
345
Gulf International Bank (UK)
United Kingdom
$909K -$25.2K -219 -3%
PJWM
346
Philip James Wealth Mangement
Georgia
$902K +$708K +6,154 +302%
AF
347
Allworth Financial
California
$900K +$800K +6,952 +374%
CIG
348
CCM Investment Group
Minnesota
$891K +$932K +8,105 New
GAM
349
Generali Asset Management
Italy
$888K +$928K +8,066 New
TCM
350
Twin Capital Management
Pennsylvania
$887K +$42.6K +370 +5%

SJM Hedge Fund Activity: Q4 2024 in Review

844 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q4 2024, worth a combined $9.65B — down 7.4% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new SJM positions and 95 closed out — a net gain of 14 holders — while 267 added to existing stakes and 320 trimmed.

The largest buyer was Ilex Capital Partners, opening a new position worth an estimated $110M. The largest seller was Boston Partners, cutting an estimated $257M.

  • 844 institutional investors held J.M. Smucker (SJM) as of Q4 2024, up from 843 in Q3 2024.
  • Funds reported $9.65B of J.M. Smucker stock for Q4 2024, down 7.4% quarter-over-quarter.
  • 109 funds opened new J.M. Smucker positions in Q4 2024 and 95 closed out, a net change of +14 holders.
  • The largest J.M. Smucker buyer in Q4 2024 was Ilex Capital Partners, an estimated $110M added.
  • The largest J.M. Smucker seller in Q4 2024 was Boston Partners, an estimated $257M sold.

Based on aggregated 13F filings for Q4 2024.