SJM icon

J.M. Smucker
SJM

Overview Fund Activity

877 hedge funds and large institutions have $10.7B invested in J.M. Smucker in 2024 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 254 increasing their positions, 361 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
877
Holders Change
-17
Holders Change %
-1.9%
% of All Funds
12.71%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
87
Increased
254
Reduced
361
Closed
98
Calls
$164M
Puts
$148M
Net Calls
+$16.5M
Net Calls Change
+$106M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$365M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$166M
3
Holocene Advisors
Holocene Advisors
New York
$137M
4
ICP
Ilex Capital Partners
United Kingdom
$48.2M
5
CIP
Champlain Investment Partners
Vermont
$184M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$194M
2
BlackRock
BlackRock
New York
$1.15B
3
Lazard Asset Management
Lazard Asset Management
New York
$20.2M
4
Man Group
Man Group
United Kingdom
$23.7M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$3.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
Macquarie Group
401
Macquarie Group
Australia
$708K +$77.6K +617 +12%
SPIA
402
Steward Partners Investment Advisory
New York
$701K -$1.34M -10,615 -66%
BTW
403
Boston Trust Walden
Massachusetts
$696K -$511K -4,060 -42%
GWM
404
GSB Wealth Management
Connecticut
$692K +$38.3K +304 +6%
AC
405
AXQ Capital
New Jersey
$692K +$692K +5,500 New
AAS
406
Avantax Advisory Services
Texas
$691K -$5.79K -46 -0.8%
CI Investments Inc
407
CI Investments Inc
Ontario, Canada
$687K +$71.2K +566 +12%
GWM
408
Greenwich Wealth Management
Connecticut
$683K -$16.9K -134 -2%
MFA
409
Mayflower Financial Advisors
Massachusetts
$680K -$50.2K -399 -7%
CT
410
Chicago Trust
Illinois
$679K -$203K -1,609 -23%
SVWAG
411
Sound View Wealth Advisors Group
Georgia
$673K +$7.93K +63 +1%
NMERB
412
New Mexico Educational Retirement Board
New Mexico
$670K -$25.2K -200 -4%
GFA
413
Gallagher Fiduciary Advisors
Illinois
$657K -$16.5K -131 -2%
GT
414
Greenleaf Trust
Michigan
$656K -$252 -2 -0%
FNFDCM
415
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$655K – – –
FTDI
416
First Trust Direct Indexing
Massachusetts
$652K +$40.4K +321 +7%
PAM
417
Palisade Asset Management
Minnesota
$651K -$12.6K -100 -2%
PD
418
Point72 (DIFC)
United Arab Emirates
$638K +$638K +5,067 New
LA
419
LVW Advisors
New York
$630K -$313K -2,487 -33%
KNW
420
Kesler Norman & Wride
Utah
$629K -$649K -5,153 -51%
RP
421
Rowlandmiller & Partners
Georgia
$622K – – –
PGFC
422
Peapack-Gladstone Financial Corp
New Jersey
$614K +$70K +556 +13%
NA
423
NewEdge Advisors
Louisiana
$608K +$181K +1,442 +43%
DEA
424
DoubleLine ETF Adviser
Florida
$604K +$604K +4,799 New
AWS
425
Atria Wealth Solutions
New York
$604K -$283K -2,246 -32%
15 16
17
18 19