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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
KAS
351
Kestra Advisory Services
Texas
$940K -$172K -1,519 -14%
TRSOTSOK
352
Teachers Retirement System of the State of Kentucky
Kentucky
$938K -$28.3K -250 -3%
Rafferty Asset Management
353
Rafferty Asset Management
New York
$929K +$53.7K +475 +6%
N
354
Natixis
France
$929K -$312K -2,760 -24%
N
355
Numerai
California
$920K +$954K +8,435 New
AIM
356
Achmea Investment Management
Netherlands
$914K +$145K +1,283 +18%
DBRC
357
D.B. Root & Company
Pennsylvania
$897K +$50.8K +449 +6%
QC
358
Quadrature Capital
United Kingdom
$893K +$428K +3,784 +86%
MSU
359
Mizuho Securities USA
New York
$893K +$926K +8,188 New
GC
360
Guidance Capital
Kentucky
$883K +$97.2K +859 +13%
AC
361
AXQ Capital
New Jersey
$883K +$294K +2,597 +47%
BF
362
BOK Financial
Oklahoma
$880K -$16.2K -143 -2%
KRS
363
Kentucky Retirement Systems
Kentucky
$872K -$6.79K -60 -0.7%
MSRPS
364
Maryland State Retirement & Pension System
Maryland
$862K
EHWM
365
Eads & Heald Wealth Management
Georgia
$859K -$76.6K -677 -8%
CIG
366
Cullen Investment Group
Louisiana
$855K +$7.36K +65 +0.8%
AAM
367
Advisors Asset Management
Colorado
$849K -$614K -5,426 -41%
MPM
368
MBB Public Markets
Illinois
$813K +$844K +7,460 New
WJWM
369
Williams Jones Wealth Management
New York
$803K -$68.2K -603 -8%
AI
370
Atria Investments
North Carolina
$779K +$808K +7,139 New
WG
371
Welch Group
Alabama
$771K +$498K +4,400 +165%
FMII
372
Farmers & Merchants Investments Inc
Nebraska
$771K
TMAM
373
Tokio Marine Asset Management
Japan
$765K +$31.6K +279 +4%
Lido Advisors
374
Lido Advisors
California
$759K -$577K -5,101 -42%
DT
375
Diversified Trust
Tennessee
$750K +$32.6K +288 +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.