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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
$477M
2
Nordea Investment Management
Nordea Investment Management
Sweden
$160M
3
Millennium Management
Millennium Management
New York
$146M
4
Man Group
Man Group
United Kingdom
$97.8M
5
Lazard Asset Management
Lazard Asset Management
New York
$98.5M

Top Sellers

1
CP
Coho Partners
Pennsylvania
$1.18M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$68.8M
3
Wells Fargo
Wells Fargo
California
$80.5M
4
Two Sigma Investments
Two Sigma Investments
New York
$23.5M
5
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$18.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
401
Perigon Wealth Management
California
$724K -$28.7K -227 -4%
CYG
402
Clean Yield Group
Vermont
$724K – – –
TPI
403
Trust Point Inc
Wisconsin
$719K +$719K +5,687 New
ECM
404
Everence Capital Management
Indiana
$712K – – –
GWM
405
Greenwich Wealth Management
Connecticut
$703K +$20.2K +160 +3%
AAS
406
Avantax Advisory Services
Texas
$700K +$99K +783 +16%
NMERB
407
New Mexico Educational Retirement Board
New Mexico
$698K – – –
PTC
408
Petrus Trust Company
Texas
$691K +$137K +1,087 +25%
P
409
Pitcairn
Pennsylvania
$688K -$694K -5,490 -50%
GFA
410
Gallagher Fiduciary Advisors
Illinois
$676K +$64.7K +512 +11%
SVWAG
411
Sound View Wealth Advisors Group
Georgia
$667K +$10.2K +81 +2%
PAM
412
Palisade Asset Management
Minnesota
$666K +$15.9K +126 +2%
PPA
413
Painted Porch Advisors
California
$659K +$659K +5,215 New
GT
414
Greenleaf Trust
Michigan
$659K -$49K -388 -7%
FNFDCM
415
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$658K – – –
ECU
416
Eisler Capital (UK)
United Kingdom
$658K +$658K +5,833 New
GWM
417
GSB Wealth Management
Connecticut
$657K +$105K +834 +19%
WA
418
Wambolt & Associates
Colorado
$651K +$41.1K +325 +7%
IC
419
IEQ Capital
California
$645K +$300K +2,377 +87%
SC
420
Syon Capital
California
$637K +$637K +5,042 New
AG
421
Ascent Group
Virginia
$635K +$88.6K +683 +16%
Macquarie Group
422
Macquarie Group
Australia
$633K -$508K -4,015 -44%
LAM
423
Lingohr Asset Management
Germany
$632K +$632K +5,000 New
IF
424
IRON Financial
Illinois
$632K -$23K -182 -4%
Brown Advisory
425
Brown Advisory
Maryland
$628K -$196K -1,550 -24%
15 16
17
18 19