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J.M. Smucker

851 hedge funds and large institutions have $9.46B invested in J.M. Smucker in 2024 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 285 increasing their positions, 313 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $170M | Put options by funds: $113M

1.22% more ownership

Funds ownership: 80.45%81.67% (+1.2%)

9% less repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 313

4% less funds holding

Funds holding: 883851 (-32)

12% less capital invested

Capital invested by funds: $10.7B → $9.46B (-$1.28B)

16% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 116

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
851
Holders Change
-32
Holders Change %
-3.62%
% of All Funds
12.29%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
97
Increased
285
Reduced
313
Closed
116
Calls
$170M
Puts
$113M
Net Calls
+$57.1M
Net Calls Change
+$40.6M
Name Holding Trade Value Shares
Change
Change in
Stake
MGP
401
M&G plc
United Kingdom
$603K +$626K +5,530 New
GWM
402
GSB Wealth Management
Connecticut
$602K +$2.49K +22 +0.4%
FRM
403
Fox Run Management
Connecticut
$602K -$616K -5,447 -50%
GWP
404
Gen-Wealth Partners
Michigan
$599K +$122K +1,077 +24%
GS
405
GTS Securities
New York
$594K +$616K +5,448 New
IAA
406
Independent Advisor Alliance
North Carolina
$589K +$77.5K +685 +15%
SPIA
407
Steward Partners Investment Advisory
New York
$588K -$20K -177 -3%
GWM
408
Greenwich Wealth Management
Connecticut
$584K -$7.58K -67 -1%
NMERB
409
New Mexico Educational Retirement Board
New Mexico
$580K
NC
410
nVerses Capital
Florida
$578K +$600K +5,300 New
MFA
411
Mayflower Financial Advisors
Massachusetts
$576K -$13.1K -116 -2%
FTDI
412
First Trust Direct Indexing
Massachusetts
$575K +$11K +97 +2%
GT
413
Greenleaf Trust
Michigan
$575K +$6.68K +59 +1%
NA
414
NewEdge Advisors
Louisiana
$573K +$47.9K +423 +9%
PPA
415
Painted Porch Advisors
California
$570K -$51.8K -458 -8%
AWS
416
Atria Wealth Solutions
New York
$570K +$48.3K +427 +9%
FNFDCM
417
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$568K
Northwestern Mutual Wealth Management
418
Northwestern Mutual Wealth Management
Wisconsin
$560K -$59.2K -523 -9%
BAM
419
Blueshift Asset Management
New Jersey
$557K +$578K +5,104 New
BP
420
Ballentine Partners
Massachusetts
$556K +$577K +5,100 New
Allspring Global Investments
421
Allspring Global Investments
North Carolina
$551K -$2.84M -25,091 -83%
JWBC
422
J.W. Burns & Co
New York
$546K -$134K -1,183 -19%
MOS
423
MGO One Seven
Ohio
$544K +$77.8K +688 +16%
WA
424
Wambolt & Associates
Colorado
$539K +$15.3K +135 +3%
RP
425
Rowlandmiller & Partners
Georgia
$539K

SJM Hedge Fund Activity: Q2 2024 in Review

851 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2024, worth a combined $9.46B — down 12% from $10.7B a quarter earlier.

Sellers outnumbered buyers: 116 funds closed out of SJM and 97 opened new positions — a net loss of 19 holders — while 313 trimmed existing stakes and 285 added.

The largest buyer was Fidelity Investments, adding an estimated $118M. The largest seller was Holocene Advisors, exiting entirely with an estimated $137M sold.

  • 851 institutional investors held J.M. Smucker (SJM) as of Q2 2024, down from 883 in Q1 2024.
  • Funds reported $9.46B of J.M. Smucker stock for Q2 2024, down 12% quarter-over-quarter.
  • 97 funds opened new J.M. Smucker positions in Q2 2024 and 116 closed out, a net change of -19 holders.
  • The largest J.M. Smucker buyer in Q2 2024 was Fidelity Investments, an estimated $118M added.
  • The largest J.M. Smucker seller in Q2 2024 was Holocene Advisors, an estimated $137M sold.

Based on aggregated 13F filings for Q2 2024.