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J.M. Smucker
SJM

Overview Fund Activity

894 hedge funds and large institutions have $11.2B invested in J.M. Smucker in 2023 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 292 increasing their positions, 336 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
894
Holders Change
+15
Holders Change %
+1.71%
% of All Funds
13.11%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
127
Increased
292
Reduced
336
Closed
102
Calls
$143M
Puts
$232M
Net Calls
-$89.8M
Net Calls Change
-$61.5M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$289M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$126M
3
Millennium Management
Millennium Management
New York
+$124M
4
Man Group
Man Group
United Kingdom
+$97.8M
5
Lazard Asset Management
Lazard Asset Management
New York
+$91.4M

Top Sellers

1
CP
Coho Partners
Pennsylvania
-$117M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$111M
3
Wells Fargo
Wells Fargo
California
-$82.3M
4
Two Sigma Investments
Two Sigma Investments
New York
-$63M
5
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
-$62.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
351
Concurrent Investment Advisors
Florida
$1.07M +$1.07M +8,500 New
KRS
352
Kentucky Retirement Systems
Kentucky
$1.07M -$82.5K -653 -7%
MML Investors Services
353
MML Investors Services
Massachusetts
$1.07M -$528K -4,179 -33%
FHA
354
Flagship Harbor Advisors
Massachusetts
$1.04M -$1.01K -8 -0.1%
Rafferty Asset Management
355
Rafferty Asset Management
New York
$1.04M +$79.4K +628 +8%
WBC
356
Westpac Banking Corp
Australia
$1.04M +$106K +836 +11%
WJWM
357
Williams Jones Wealth Management
New York
$1.03M -$29.7K -235 -3%
AW
358
Apricus Wealth
South Carolina
$1.02M -$167K -1,325 -14%
DBRC
359
D.B. Root & Company
Pennsylvania
$1.02M +$98.1K +776 +11%
MSRPS
360
Maryland State Retirement & Pension System
Maryland
$999K +$38.4K +304 +4%
CGH
361
Crossmark Global Holdings
Texas
$998K -$150K -1,188 -13%
VIM
362
Vinva Investment Management
Australia
$980K -$484K -3,845 -33%
CIG
363
Cullen Investment Group
Louisiana
$976K +$976K +7,725 New
HVIA
364
Hudson Valley Investment Advisors
New York
$976K -$29K -225 -3%
LNC
365
Lincoln National Corp
Pennsylvania
$965K +$9.48K +75 +1%
N
366
Natixis
France
$952K +$952K +7,530 New
BEAM
367
Baker Ellis Asset Management
Washington
$948K -$332K -2,625 -26%
LA
368
LVW Advisors
New York
$947K -$1.01M -8,029 -52%
CI
369
Cavalier Investments
Georgia
$934K -$720K -5,694 -44%
JWBC
370
J.W. Burns & Co
New York
$919K -$72.7K -575 -7%
RHAM
371
Round Hill Asset Management
California
$909K – – –
CA
372
Clearstead Advisors
Ohio
$908K -$799K -6,321 -47%
CFD
373
Creative Financial Designs
Indiana
$908K +$2.4K +19 +0.3%
HIMCH
374
Hartford Investment Management Co (HIMCO)
Connecticut
$901K -$63.1K -499 -7%
FMII
375
Farmers & Merchants Investments Inc
Nebraska
$894K +$253 +2 +0%
13 14
15
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