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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
BC
351
Bridgefront Capital
Texas
$878K +$918K +7,977 New
GT
352
Greenleaf Trust
Michigan
$877K +$218K +1,897 +31%
RCYC
353
Richard C. Young & Co
Rhode Island
$870K -$82.1K -714 -8%
TRSOTSOK
354
Teachers Retirement System of the State of Kentucky
Kentucky
$869K -$29.6K -257 -3%
Lido Advisors
355
Lido Advisors
California
$868K +$4.6K +40 +0.5%
AI
356
Atria Investments
North Carolina
$860K +$88.9K +773 +11%
SPA
357
Sherbrooke Park Advisers
New York
$851K +$889K +7,731 New
CIG
358
Cullen Investment Group
Louisiana
$851K -$19.9K -173 -2%
SYBT
359
Stock Yards Bank & Trust
Kentucky
$840K -$132K -1,149 -13%
SA
360
Sanctuary Advisors
Indiana
$831K -$58.5K -509 -6%
HI
361
Humankind Investments
New York
$813K +$119K +1,038 +16%
CW
362
CreativeOne Wealth
Kansas
$809K +$25.8K +224 +3%
KRS
363
Kentucky Retirement Systems
Kentucky
$805K -$11.6K -101 -1%
WJWM
364
Williams Jones Wealth Management
New York
$803K -$8.51K -74 -1%
Mackenzie Financial
365
Mackenzie Financial
Ontario, Canada
$792K -$175K -1,524 -17%
WS
366
Wedbush Securities
California
$787K +$32.7K +284 +4%
FMII
367
Farmers & Merchants Investments Inc
Nebraska
$779K
GFA
368
Gallagher Fiduciary Advisors
Illinois
$776K +$180K +1,561 +28%
DT
369
Diversified Trust
Tennessee
$767K +$7.94K +69 +1%
HVIA
370
Hudson Valley Investment Advisors
New York
$764K -$71.9K -625 -8%
RHAM
371
Round Hill Asset Management
California
$753K
WC
372
Westhampton Capital
North Carolina
$743K +$33.6K +292 +5%
SAG
373
SageView Advisory Group
California
$741K +$549K +4,777 +244%
BF
374
BOK Financial
Oklahoma
$726K -$101K -879 -11%
CI Investments Inc
375
CI Investments Inc
Ontario, Canada
$725K +$30.5K +265 +4%

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.