We are live on ! Find out more
SJM icon

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
MOS
401
MGO One Seven
Ohio
$591K -$12.6K -107 -2%
RJT
402
Raymond James Trust
Florida
$587K +$36.5K +310 +7%
SMC
403
Smith, Moore & Co
Missouri
$575K
GWM
404
GSB Wealth Management
Connecticut
$572K -$94K -798 -14%
Brown Advisory
405
Brown Advisory
Maryland
$569K +$75.8K +643 +16%
PCC
406
Park Circle Company
Maryland
$567K
Public Sector Pension Investment Board (PSP Investments)
407
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$559K +$70.7K +600 +15%
JWBC
408
J.W. Burns & Co
New York
$558K -$47.1K -400 -8%
PAM
409
Palisade Asset Management
Minnesota
$558K
PA
410
Parallel Advisors
California
$555K +$12K +102 +2%
VanEck Associates
411
VanEck Associates
New York
$555K +$30K +255 +6%
RP
412
Rowlandmiller & Partners
Georgia
$554K -$43.6K -370 -7%
SFSG
413
Sound Financial Strategies Group
Mississippi
$553K +$29.8K +253 +6%
PFS
414
Prospera Financial Services
Texas
$549K -$12.6K -107 -2%
HWM
415
HB Wealth Management
Georgia
$547K +$63.3K +537 +13%
KB
416
Kimelman & Baird
New York
$545K
MHC
417
Meyer Handelman Company
New York
$543K +$528K +4,482 New
OIA
418
OneDigital Investment Advisors
Kansas
$538K +$7.89K +67 +2%
SVWAG
419
Sound View Wealth Advisors Group
Georgia
$535K -$6.71K -57 -1%
PGFC
420
Peapack-Gladstone Financial Corp
New Jersey
$529K -$2K -17 -0.4%
AWS
421
Atria Wealth Solutions
New York
$523K -$106K -903 -17%
HL
422
HeadInvest LLC
Maine
$523K
NB
423
Norinchukin Bank
Japan
$517K +$64.2K +545 +15%
CFB
424
Cullen/Frost Bankers
Texas
$512K +$101K +854 +25%
PCA
425
Peddock Capital Advisors
Massachusetts
$510K