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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
HIMCH
376
Hartford Investment Management Co (HIMCO)
Connecticut
$721K -$14.5K -126 -2%
GWP
377
Gen-Wealth Partners
Michigan
$715K +$9.2K +80 +1%
TRCT
378
Tower Research Capital (TRC)
New York
$710K +$418K +3,633 +129%
LCM
379
Landscape Capital Management
New Jersey
$709K -$841K -7,315 -53%
OSAM
380
O'Shaughnessy Asset Management
Connecticut
$705K -$70.9K -616 -9%
WP
381
Woodline Partners
California
$704K +$735K +6,390 New
MHC
382
Meyer Handelman Company
New York
$701K +$216K +1,881 +42%
NA
383
NewEdge Advisors
Louisiana
$692K -$3.56M -30,936 -83%
PWM
384
Perigon Wealth Management
California
$689K +$108K +941 +16%
DEA
385
DoubleLine ETF Adviser
Florida
$687K +$19.3K +168 +3%
EF
386
Exeter Financial
Arizona
$680K -$212K -1,841 -23%
SCM
387
Sterling Capital Management
North Carolina
$674K +$251K +2,182 +55%
FM
388
Foster & Motley
Ohio
$666K -$1.12M -9,779 -62%
VVP
389
Venture Visionary Partners
Ohio
$661K -$2.52M -21,874 -78%
Mercer Global Advisors
390
Mercer Global Advisors
Colorado
$658K -$343K -2,978 -33%
YIH
391
Y-Intercept (HK)
Hong Kong
$654K +$683K +5,938 New
MSRPS
392
Maryland State Retirement & Pension System
Maryland
$649K
IAA
393
Independent Advisor Alliance
North Carolina
$643K +$84.8K +737 +14%
SCM
394
Semanteon Capital Management
Massachusetts
$641K +$670K +5,824 New
LSERS
395
Louisiana State Employees Retirement System
Louisiana
$628K -$34.5K -300 -5%
SAM
396
Securian Asset Management
Minnesota
$625K -$19.6K -170 -3%
BC
397
Burney Company
Virginia
$620K +$15K +130 +2%
GWM
398
Greenwich Wealth Management
Connecticut
$617K +$29.2K +254 +5%
GSCM
399
Greenfield Seitz Capital Management
Texas
$614K +$345 +3 +0.1%
WSFS
400
Wilmington Savings Fund Society
Delaware
$611K -$9.89K -86 -2%

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.