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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
CYG
401
Clean Yield Group
Vermont
$608K -$5.75K -50 -0.9%
Northwestern Mutual Wealth Management
402
Northwestern Mutual Wealth Management
Wisconsin
$607K +$21.4K +186 +3%
SFSG
403
Sound Financial Strategies Group
Mississippi
$604K +$106K +922 +20%
CGH
404
Crossmark Global Holdings
Texas
$602K -$65.9K -573 -9%
SPIA
405
Steward Partners Investment Advisory
New York
$601K -$18.2K -158 -3%
ACM
406
Aurdan Capital Management
Pennsylvania
$595K +$621K +5,400 New
BCWM
407
Bartlett & Co Wealth Management
Ohio
$583K -$19K -165 -3%
SWP
408
Stratos Wealth Partners
Ohio
$582K +$8.51K +74 +1%
MOS
409
MGO One Seven
Ohio
$571K +$35.2K +306 +6%
NMERB
410
New Mexico Educational Retirement Board
New Mexico
$564K -$11.5K -100 -2%
SRL
411
Scientech Research LLC
New Jersey
$563K +$589K +5,117 New
MGP
412
M&G plc
United Kingdom
$563K
CA
413
Clearstead Advisors
Ohio
$562K -$168K -1,464 -22%
AIA
414
AssuredPartners Investment Advisors
Florida
$559K +$584K +5,075 New
PCMF
415
Private Capital Management (Florida)
Florida
$555K +$138K +1,200 +31%
CW
416
Code Waechter
Florida
$553K +$14.3K +124 +3%
TMAM
417
Tokio Marine Asset Management
Japan
$553K -$46K -400 -7%
PPA
418
Painted Porch Advisors
California
$551K
QOP
419
Quinn Opportunity Partners
Virginia
$551K
TAF
420
Tredje AP-fonden
Sweden
$539K -$563K -4,891 -50%
KAS
421
Kestra Advisory Services
Texas
$533K -$104K -901 -16%
Allspring Global Investments
422
Allspring Global Investments
North Carolina
$533K -$25.4K -221 -4%
CIBC Private Wealth Group
423
CIBC Private Wealth Group
Georgia
$525K -$8.74K -76 -2%
Brown Advisory
424
Brown Advisory
Maryland
$516K -$2.19K -19 -0.4%
PCC
425
Park Circle Company
Maryland
$515K

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.