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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
ECM
376
Everence Capital Management
Indiana
$682K
SPIA
377
Steward Partners Investment Advisory
New York
$680K +$26.7K +227 +4%
GSCM
378
Greenfield Seitz Capital Management
Texas
$674K -$24K -204 -4%
CYG
379
Clean Yield Group
Vermont
$674K -$19.2K -163 -3%
BC
380
Burney Company
Virginia
$666K -$4.71K -40 -0.7%
GFA
381
Gallagher Fiduciary Advisors
Illinois
$665K -$73.5K -624 -10%
BCWM
382
Bartlett & Co Wealth Management
Ohio
$661K -$27.1K -230 -4%
WANY
383
Wealthspire Advisors (New York)
New York
$661K -$25.1K -213 -4%
TMAM
384
Tokio Marine Asset Management
Japan
$656K -$188K -1,600 -23%
CG
385
Caprock Group
Idaho
$654K +$172K +1,463 +37%
GWM
386
Greenwich Wealth Management
Connecticut
$648K -$1.3K -11 -0.2%
Northwestern Mutual Wealth Management
387
Northwestern Mutual Wealth Management
Wisconsin
$645K +$22.5K +191 +4%
IC
388
IEQ Capital
California
$641K -$118K -1,001 -16%
MFA
389
Mayflower Financial Advisors
Massachusetts
$640K +$236 +2 +0%
NMERB
390
New Mexico Educational Retirement Board
New Mexico
$632K -$11.8K -100 -2%
SWP
391
Stratos Wealth Partners
Ohio
$632K +$102K +863 +20%
MGP
392
M&G plc
United Kingdom
$620K -$48.3K -410 -7%
IAA
393
Independent Advisor Alliance
North Carolina
$618K -$35.2K -299 -6%
CIBC Private Wealth Group
394
CIBC Private Wealth Group
Georgia
$612K +$168K +1,426 +39%
Allspring Global Investments
395
Allspring Global Investments
North Carolina
$606K -$6.01K -51 -1%
PPA
396
Painted Porch Advisors
California
$606K -$26.5K -225 -4%
QOP
397
Quinn Opportunity Partners
Virginia
$606K +$589K +5,000 New
SIA
398
Schechter Investment Advisors
Michigan
$601K +$21.2K +180 +4%
ACM
399
AlphaStar Capital Management
North Carolina
$598K +$582K +4,938 New
CW
400
Code Waechter
Florida
$593K +$577K +4,899 New