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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 %
SMC
426
Smith, Moore & Co
Missouri
$601K – – –
CC
427
Cipher Capital
New York
$600K +$600K +4,769 New
SFSG
428
Sound Financial Strategies Group
Mississippi
$600K -$12.3K -98 -2%
IAA
429
Independent Advisor Alliance
North Carolina
$594K -$5.79K -46 -1%
O
430
Ossiam
France
$594K -$844K -6,708 -59%
PCA
431
Peddock Capital Advisors
Massachusetts
$593K – – –
WA
432
Wambolt & Associates
Colorado
$592K -$50.6K -406 -8%
PCC
433
Park Circle Company
Maryland
$589K – – –
PFS
434
Prospera Financial Services
Texas
$577K -$26.1K -207 -4%
TPI
435
Trust Point Inc
Wisconsin
$576K -$140K -1,110 -20%
PTC
436
Petrus Trust Company
Texas
$576K -$113K -898 -16%
TI
437
Tidal Investments
Wisconsin
$567K -$1.17M -9,292 -67%
DWM
438
Dynasty Wealth Management
Florida
$565K +$565K +4,491 New
GWP
439
Gen-Wealth Partners
Michigan
$557K +$557K +4,421 New
QC
440
Quadrature Capital
United Kingdom
$554K +$554K +4,403 New
OIA
441
OneDigital Investment Advisors
Kansas
$548K +$38.8K +308 +8%
VanEck Associates
442
VanEck Associates
New York
$547K +$172K +1,369 +46%
CA
443
Clearstead Advisors
Ohio
$546K -$289K -2,487 -35%
HL
444
HeadInvest LLC
Maine
$543K +$2.01K +16 +0.4%
MOS
445
MGO One Seven
Ohio
$541K -$13K -103 -2%
MLICM
446
Metropolitan Life Insurance Company (MetLife)
New York
$539K -$5.04K -40 -0.9%
SWP
447
Stratos Wealth Partners
Ohio
$538K -$65.5K -520 -11%
P
448
Pitcairn
Pennsylvania
$535K -$151K -1,196 -22%
Capstone Investment Advisors
449
Capstone Investment Advisors
New York
$534K +$249K +1,976 +87%
FWM
450
Forza Wealth Management
Florida
$521K -$12.6K -100 -2%
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